Case Studies

See how companies increase cash flow and reduce tax liabilities with Source Advisors

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Chemical

Chemical

For over 35 years this chemical company has developed and manufactured environmentally friendly products for personal care, household and industrial use.

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Tool & Die

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.

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Electrical Design

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

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Nuclear Calibration

Nuclear Calibration

Established in 1994, this $6M US-based company designs and manufactures nuclear calibration equipment used in diverse applications that include irradiator calibration

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Mortgage Banking

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

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Brewery

Brewery

Established in 1995, this $70M brewing company produces over 260,000 barrels of beer annually and currently sells in over 40 U.S. states plus Washington D.C.

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Augmented Reality

Augmented Reality

Founded by three friends and backed with capital from some of the biggest names in their industry, this start-up company is a pioneer in their sub-industry of Virtual Reality.

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COST SEGREGATION

Big Box Retail Center

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.

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