Case Studies

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

R&D TAX CREDIT

Aerospace

Aerospace

This aerospace company is a research and analysis services firm specializing in aerospace guidance, navigation and control (GN&C) design, analysis,

read more
Chemical

Chemical

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

read more
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.

read more
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

read more
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

read more
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

read more
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.

read more
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.

read more

COST SEGREGATION

Banks

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.

read more
Auto Dealership

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,

read more
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.

read more