Acquisition Opportunity Probity Tax Recovery has been acquired by MS Consultants and will operate as a division of MSC starting November 1, 2024, signaling potential integration of tax credit and energy efficiency services with MSC’s cost segregation and related offerings. This creates a cross-sell opportunity to MSC’s existing client base.

SMB Focus The firm targets small to mid-sized businesses, presenting a clear path for enterprise-grade tax credit solutions scaled to smaller clients. This aligns with a sales motion that emphasizes high-touch, cost-efficient service and competitive fees.

Lean Model With a lean, virtual structure and low overhead, Probity can offer attractive pricing and flexible engagement models. This can be leveraged in conversations with CFOs and controllers seeking cost-effective tax incentive optimization without sacrificing service quality.

Diversified Tax Solutions Expertise in tax credits and incentives combined with collaboration alongside CPAs suggests opportunities to bundle services with accounting, advisory, and engineering-focused cost studies provided by MSC, broadening the scope of potential upsell.

Digital Reach Existing tech stack including Squarespace, Google Analytics, and collaboration tools indicates readiness for data-driven outreach, targeted marketing campaigns, and lead nurturing to convert SMB prospects into paying clients.