Tax recovery focus Equity Recovery Solutions specializes in state and local tax consulting with services that identify refunds, unclaimed exemptions and credits, and audit defense, presenting a clear opportunity to upsell higher-value refund and credit optimization engagements for mid-market clients.

Self funding model The firm’s fee structure is contingent on savings and refunds recovered, which can appeal to prospects with budget sensitivities or cash flow constraints, making it easier to pitch incremental services as they pay from realized savings.

Growth signals With revenue in the 10 to 25 million range and a lean 2-10 employee footprint, there is potential to scale advisory services for growth-oriented companies seeking tax efficiency, cross-sell with audit defense, planning, and compliance improvements.

Tech and data leverage Use of tools like MySQL and data-driven approaches (recovery studies) suggests readiness to partner with mid-sized firms on data analytics heavy engagements, enabling more precise tax savings and successful case outcomes.

Market positioning Position as a specialized tax recovery and compliance partner to businesses facing complex state and local tax landscapes, with emphasis on measurable savings, long-term relationships, and a proven track record of reducing audit risk.