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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 Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| United Paramount Tax Group | — | 2024-07-12 | Source Advisors | ComplianceConsultingProfessional Services | United States |
| PMBA | — | 2023-06-01 | Source Advisors | Tax Consulting | — |
| GovGrant | — | 2023-03-31 | Source Advisors | ConsultingFinancial Services | United Kingdom |
| Intrepid Advisors | — | 2020-12-08 | Source Advisors | AdviceConsultingFinancial Services | United States |
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Source Advisors Key People
Founder and Senior Technical Director, Cost Segregation
148
professional contacts at Source Advisors
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