Source Advisors Acquires United Paramount Tax Group

BV Investment Partners Makes Majority Investment in Source Advisors

April 7, 2022

Accounting & Tax

BV Investment Partners has made a majority investment in Source Advisors, a Fort Worth-based tax incentive solutions and software provider. Gainline Capital Partners sold its portfolio company Source Advisors to BV as part of a transaction aimed at accelerating Source's technology-enabled offerings and expansion through the CPA channel.

Source Advisors Acquires PMBA

June 5, 2023

Accounting & Tax

Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.

Source Advisors Acquires Intrepid Advisors

December 8, 2020

Accounting & Tax

Source Advisors, supported by equity partner Gainline Capital Partners, has acquired Intrepid Advisors to expand its nationwide footprint and technical leadership in R&D tax credit and specialized tax incentive consulting. The deal strengthens Source Advisors' service offering for manufacturing, technology companies, and CPA firm partners by adding Intrepid's engineering-driven R&D tax credit expertise.

Cherry Bekaert Acquires TaxGroup Partners

November 8, 2021

Accounting & Tax

Cherry Bekaert has acquired TaxGroup Partners (TGP), a national private equity and transaction tax advisory firm, expanding Cherry Bekaert’s private equity tax and transaction advisory capabilities and establishing a West Coast presence. The TGP team will join Cherry Bekaert and Al Sanifar will serve as the Firm’s Private Equity Tax Services Leader, integrating TGP’s transaction tax structuring and due diligence expertise into Cherry Bekaert’s broader assurance, tax, and advisory platform.

Ryan Acquires Paradigm Tax Group

July 19, 2022

Accounting & Tax

Ryan, the Dallas-based global tax services and software firm, has acquired Paradigm DKD Group, L.L.C., doing business as Paradigm Tax Group (PTG), a national provider of property tax management services. The deal expands Ryan’s property tax capabilities and nationwide footprint by integrating PTG’s specialists and technology platform into Ryan’s existing suite of tax services and software.

Ryan Acquires Property Tax Advisors LLC

September 10, 2024

Accounting & Tax

Ryan, a global tax services and software provider headquartered in Dallas, has acquired Property Tax Advisors LLC, a Virginia-based property tax consulting firm led by Michael Donohue. The acquisition expands Ryan's property tax expertise and brings the target's specialists into Ryan's broader tax and real estate advisory platform.