Case Studies
R&D TAX CREDIT
Aerospace
This aerospace company is a research and analysis services firm specializing in aerospace guidance, navigation and control (GN&C) design, analysis,
R&D Tax Credit for Precast Concrete
Companies involved in the Precast Concrete Industry engage in research and development to devise advanced concrete products and fabrication processes that would enable faster
R&D Tax Credit for Precast
Over 40 years of experience in developing innovative high-quality products has entrenched this company as a leader in the bowling industry.
Consumer Goods Manufacturing
Over 40 years of experience in developing innovative high-quality products has entrenched this company as a leader in the bowling industry.
Metal Fabrication
With over 40 years of experience in metal fabrication, this company continues to develop metal fatigue and failure mitigation techniques,
Construction/MEP
This full-service construction firm serves public and private sector clients throughout the United States.
Blockchain Development
This company is a financial technology company specializing in algorithmic cryptocurrency trading using sophisticated probabilistic models to drive automated trade execution.
Chemical
For over 35 years this chemical company has developed and manufactured environmentally friendly products for personal care, household and industrial use.
Tool & Die
With over 40 years of experience, this company has a highly experienced team of designers, engineers, toolmakers and machinists who create dies to produce a variety of parts.
Financial Services-Hedge Fund
Founded more than 15 years ago, this mid-sized hedge fund has become one of the most respected names in their industry.
Architecture & Engineering
This structural engineering firm employs the most advanced engineering techniques and processes.
Contract Manufacturing
This company is a contract manufacturer that specializes in the design of highly innovative and customized production processes for medical instruments.
Manufacturing & Distribution
This company specializes in developing complex and highly sophisticated electronic products including emergency response systems, communications systems,
Plastics & Injection Molding
This plastics company has been an innovator in the use of industrial plastics in new applications with roots in identifying products that could be produced using plastics.
Electrical Design
Established in 1948, this electrical contracting company has grown to be one of the largest and the most respected electrical contracting companies in their area
Nuclear Calibration
Established in 1994, this $6M US-based company designs and manufactures nuclear calibration equipment used in diverse applications that include irradiator calibration
Mortgage Banking
With more than 20 years of experience offering a variety of cutting edge loan products, this mortgage banking company has become one of the most respected mortgage
Mechanical Engineering
This $68 million mechanical and industrial engineering firm was engaged to renovate two buildings in a Pharmaceutical manufacturing plant. The project included
Electronics Manufacturing
With more than 30 years of experience in electronic manufacturing services and a cross-functional team comprised of 70+ employees, manufacturing company
Candy Manufacturing
This $30 million specialty-packaging manufacturer helps top food brands bring ideas to the market. They provide full service design and manufacturing
COST SEGREGATION
Distribution Center
The subject property is a newly constructed 97,000 square foot distribution center. It is situated on 19 acres and was placed-in-service in 2018.
Daycare Center (High End)
The subject property is an 11,700 square foot daycare center that was newly constructed in 2017 for $6,100,000. The building is a one-story,
Banks
The subject property is a bank that was newly constructed in 2019 for $2,400,000. The building included four teller windows, bank vault doors, teller windows, and pneumatic tube systems.
Fitness Center
The subject property is a 32,000 square foot fitness center that was acquired in 2015 for $2,300,000. The building is a one-story, steel
Data Center
The subject property is a, relatively small, two story data center colocation facility that was built in an existing structure.
Grocery Store
The subject property is a high end, newly constructed, free-standing grocery store. The construction costs Source Advisors examined
Stand Alone Franchise Restaurant
The $3,000,000 property is a national Drive-Thru and Eat-In hamburger focused restaurant. The building is approximately 2,000 square feet.
Auto Dealership
The subject is a newly constructed auto dealership that was placed-in-service in 2019 for $9,200,000. The building includes 10 service bays, a customer’s waiting area,
Food and Beverage Manufacturer with Retail Facilities
The subject manufacturer is a corporation that originally began production in 1993. Beginning in 2008, the company started a program of expanding their
Big Box Retail Center
Source Advisors reclassified 10% or $1,500,000 as 15-year Land Improvements and 15% or $2,250,005 as 5-year tangible personal property. This is toward the high end for a Big Box property.
Garden Style Apartment Complex
The subject property is an eighteen building, 144 unit, garden style apartment complex that was acquired for $6,700,000 and placed-in-service in 2018.
Multi-Tenant Office Building
The subject property is a two building, 80,000 square
foot complex with a small cafeteria for the tenants.
The property was acquired for $6,700,000, placedin-service in 2019 and sits on a 6 acre site
179D
Distributing Company (Warehouse)
For this case study, Source Advisors performed a Cost Segregation and EPAct 179D study on XYZ Distributing Company.