High-Value Savings Position M&A State Tax Specialist as a strategic partner for Fortune 100 and mid-market enterprises by highlighting their track record of reducing state sales and use tax and franchise/margin tax exposure and delivering over $5 million in annual tax relief. Leverage this to open conversations with tax leadership and finance teams about potential refunds and ongoing tax liability optimization.

Contingency Advantage Emphasize the performance-based fee model where M&A absorbs audit risk through contingency pricing. Use this to engage prospects who are wary of upfront costs, offering a low-risk path to significant refunds and future liability reductions without initial cash outlay.

Audit Defense Expertise Market deep experience in audit defense, reverse audits, and managed audits to potential clients facing state tax examinations. Offer a narrative around improving examination outcomes, reducing assessment risk, and accelerating favorable resolutions.

Legacy & Scale Highlight the firm’s extensive state tax expertise with a combined 90+ years and established relationships with state Comptroller policies and procedures. Target mid-market to large enterprises that require sophisticated, scalable tax recovery programs and ongoing compliance insights.

Digital Footprint Leverage the tech-enabled service model and existing digital footprint to identify target accounts through web-based discovery and SEO-led marketing. Position M&A as a tech-aware tax specialist capable of efficient, data-driven refunds and proactive tax liability management.