Property Tax Expertise Regional real estate focus with 1988 established track record in property tax appeals across office, industrial, retail, hospitality, assisted living, and multi-family segments. Opportunity to upsell to broader client base seeking property tax consulting and litigation support.

Mid-market Focus Small to mid-sized client base (11-50 employees) suggests proximity to regional owners and operators who may require cost-efficient, personalized property tax services and scalable solutions as portfolios grow.

Geographic Expansion Direct coverage in Texas, Oklahoma, Louisiana, and New Mexico presents cross-state selling opportunities for clients with multi-state portfolios and potential for bundled tax appeal services across the region.

Technology Advantage Tech stack includes AWS, Cloudflare, and modern web technologies signaling efficiency and data security for handling tax appeals; pitch for digital workflow efficiencies, faster turnaround, and scalable case management.

Revenue Potential Current revenue range indicates a high-value service with room for growth through upsell of ancillary services such as property tax research, valuation support, and litigation assistance to broader real estate clients and NFPs seeking tax relief.