Source Advisors announced the appointment of Tim Whipple as its new Chief Executive Officer. Tim will take over as Chris Henderson assumes the role of Chairman of the Board after an extraordinary 21 years of service and leadership.
Tim Whipple brings a wealth of financial, commercial, and operational expertise to Source Advisors. Most recently, Tim served as an Executive Partner at Sixth Form Partners, where he evaluated various investment opportunities and where he continues to serve as an Operating Advisor to the firm. Previously, he was CEO at the Mintz Group, a global professional services firm focused on investigative research and background checks. During his 13-year tenure, Tim professionalized the company, built key functions, expanded service lines and drove international expansion. In his tenure, the business experienced remarkable growth, achieving significant returns for shareholders. In addition to driving scale and professionalization, Tim oversaw multiple successful equity refinancings and cross-border acquisitions.
“Tim’s proven track record of building and leading organizations makes him the ideal leader for Source Advisors’ next phase of growth,” said Chris Henderson. “We are confident that his vision and experience will drive continued success for our clients and our team.”
“I am truly honored to join Source Advisors,” said Tim Whipple. “I am excited to collaborate with this seasoned and talented team as we build on the company’s strong foundation and pursue new opportunities for innovation and growth both for our company and employees.”
Tim’s dynamic leadership style will be critical as the Source Advisors continues to empower businesses and professional partners with specialized tax credit and incentive solutions that optimize savings and cash flow.
ABOUT SOURCE ADVISORS
Source Advisors has helped CPA firms and their clients maximize specialized federal and state tax incentives for more than four decades. Headquartered in Fort Worth, TX, Source Advisors collaborates with accounting firms throughout the country to bring R&D Tax Credits, Cost Segregation, Sales and Use Tax, automated R&D platform, GOAT.tax, Property Tax, LIFO, §179D, and §45L solutions to their clients. With a global team of more than 280 professionals, Source Advisors serves many of the most prominent accounting firms, associations, and Fortune 1000 companies and has earned a reputation as a trusted tax incentive solution partner and recognized for delivering unmatched expertise and client experience. Source Advisors has been backed by Boston-based BV Investment Partners since 2022. For more information, www.sourceadvisors.com
