Chase AIBulk Dataset ExportPricingFAQsBlog
Display currency
Loading news…

Source Advisors

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Fort Worth, Texas, United States Founded 1983 101-250 employees For Profit

Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Energy Efficiency, and LIFO inventory solutions.

Source Advisors on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Source Advisors was acquired by BV Investment Partners in 2022.
Last Funding
Acquisitions
4
Monthly Visits
Contacts
148

About Source Advisors

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
83
Active products
20
IT spend
$2.99M

Company Info

Founded
1983
Employees
101-250
Operating status
Active
Company type
For Profit
Org types
company
Founders
1
Sub-organizations
1
News articles
5
HQ
Fort Worth, Texas, United States
Region
Dallas/Fort Worth Metroplex, Southern US
Exit date
Apr 7, 2022

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
0.8
Trend (30d)
-0.2
Trend (90d)
0.5

Source Advisors Acquisitions

4 results
Acquiree NameAcquirer NameAcquiree IndustriesAcquiree Hq Country
United Paramount Tax Group2024-07-12Source AdvisorsComplianceConsultingProfessional ServicesUnited States
PMBA2023-06-01Source AdvisorsTax Consulting
GovGrant2023-03-31Source AdvisorsConsultingFinancial ServicesUnited Kingdom
Intrepid Advisors2020-12-08Source AdvisorsAdviceConsultingFinancial ServicesUnited States
1–4 of 4Show
Page 1 / 1

Source Advisors Key People

Founder and Senior Technical Director, Cost Segregation
148
professional contacts at Source Advisors
Contact execs at Source Advisors

Explore 200,000+ acquisitions — free

Filter the full database across sectors, companies, dates, and deal sizes. No signup, no paywall.

Explore all acquisitions
Bulk Dataset Export

Need the data in bulk? Buy the entire dataset.

5.4M company profiles200K+ acquisitions700K+ funding rounds327K investors2M+ people61M contacts45K schools

Delivered as CSV, JSON or Parquet — at startup-friendly pricing.

See bulk export

FAQs about Source Advisors

People who checked this page also checked these

Browse the full Acquirezy directory.