Business Description
Founded in 2011, this property tax consulting firm helps commercial property owners in two large California Counties reduce their tax bills. The company charges only if it secures savings for clients, leveraging proprietary research and a proven appeals process.
An experienced team of employees — many with more than a decade of tenure — manages day-to-day operations, client relationships, and appeals. The client base includes institutional property owners and national brands, with many long-standing engagements.
Revenue is stable and tied to recurring appeal cycles while maintaining exceptional margins, with growth potential in untapped property segments and additional client acquisition. Day-to-day operations work without owner involvement and no special license is needed to operate the business.
Due to the sensitive nature of the business, we will be contacting you directly after NDA submission to qualify your organization before sharing the CIM/Financials.
