Tax savings track Strong track record of over 250M in tax savings since 1995 and exposure across Missouri, Illinois, Kansas with experience in over 40 states presents cross-market cross-sell opportunities to commercial property managers, owners, and residential investors seeking tax reduction strategies.

Contingent fee value Contingent fee consulting model aligns incentives with client outcomes, making it a compelling proposition to prospective clients who want risk-sharing partnerships for property tax appeals and ongoing assessment reviews.

Mid market focus Company size (11-50 employees) and revenue in the mid-market range suggests upsell opportunities with regional property portfolios and mid-sized real estate firms seeking scalable tax appeal services.

Tech-enabled leverage Utilization of cloud, analytics tooling and modern tech stack (MySQL, Google Cloud, Google Analytics, Tag Manager, Cloudflare) supports scalable service delivery and data-driven appeals—a selling point for tech-savvy property owners seeking efficiency.

Expansion potential Have footprint in multiple states but primary markets are Missouri, Illinois, and Kansas; potential to expand services to additional states and diversify into related real estate tax advisory, assessment review, and property management efficiencies for larger portfolios.