BV Investment Partners (BV), a middle-market private equity firm focused on tech-enabled business services and software and IT sectors, has made a majority investment in Source Advisors, a firm that helps businesses find tax services.
Source Advisors is a specialized tax services and software firm providing R&D tax C credits, cost segregation, and LIFO inventory services to clients across a range of industries. The firm provides a service suite for its clients through technical consulting and software tools.
Managing director of BV Investment Partners Jason Kustka stated, “There is a broad and growing demand for specialty tax consulting solutions across end markets. Source Advisors has developed a nearly 40 year track record of delivering superior client service and built a network of more than 850 CPA partner firms who refer and offer Source’s tax solutions to their clients.”