M&A Deal Summary

Paradigm Tax Group Acquires Pence & Associates

On February 18, 2014, Paradigm Tax Group acquired business services company Pence & Associates

Acquisition Highlights
  • This is Paradigm Tax Group’s 1st transaction in the Business Services sector.
  • This is Paradigm Tax Group’s 3rd transaction in the United States.
  • This is Paradigm Tax Group’s 1st transaction in Missouri.

M&A Deal Summary
Date 2014-02-18
Target Pence & Associates
Sector Business Services
Buyer(s) Paradigm Tax Group
Deal Type Add-on Acquisition

Target

Pence & Associates

Riverside, Missouri, United States
Pence & Associates is a Kansas City Missouri based property assessment review and tax consulting firm.

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Buyer(S) 1

Buyer

Paradigm Tax Group

Phoenix, Arizona, United States
Category Company
Founded 2004
Sector Financial Services
DESCRIPTION

Paradigm Tax Group is an independent national provider of comprehensive property tax management services. PTG provides taxpayers with a full suite of services, including real and personal property tax appeals, pre-acquisition planning due diligence, complex property consulting, and business personal property tax compliance. Paradigm Tax Group was founded in 2004 and is based in Phoenix, Arizona.

DEAL STATS #
Overall 3 of 5
Sector (Business Services) 1 of 2
Type (Add-on Acquisition) 3 of 5
State (Missouri) 1 of 1
Country (United States) 3 of 5
Year (2014) 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-01-15 AVS Tax

Phoenix, Arizona, United States

Arizona Property Tax Consultants, AVS Valuation Services, provides comprehensive property tax management services to a diversified portfolio of property owners. Our clients include some of the nation's largest pension funds, Fortune 500 companies, and many prominent local businesses.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-04-07 Diversified Property Solutions

Southfield, Michigan, United States

Diversified Property Solutions LLC is a provider of advisory services for real property, compliance, personal property, tax incentives, and asset tagging to a variety of customers, mostly in Michigan.

Buy -
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