Deal origination and development for specialty tax firms.
OW Group helps complex and specialty tax firms source deals and qualified introductions to their ideal client base.
Four disciplines. One sourcing engine.
Cost segregation, property tax appeal, 179D, R&D credit. We source qualified deals from public records so you can focus on closing them, not chasing them.
Cost Segregation
Non‑residential buyers, sourced from county deed and transfer records.
Property Tax Appeal
Owners with a year‑over‑year assessment jump, inside the filing window.
179D
Design and engineering firms named on public construction bid awards.
R&D Credit
Companies with visible research activity in USPTO and federal grant data.
OW Group is a deal origination firm serving specialty tax practices across the United States. We identify qualified buyers for our clients using public records, conduct the outreach on their behalf, and deliver introductions directly to their calendars.
Our clients close more studies without expanding headcount or diverting partners into business development.
"You focus on the study. We handle everything before the first conversation."
How a deal moves from public record to your calendar.
We find your buyers in the data.
We pull the exact companies and properties that qualify for your service from public records. To do this at scale, we'd normally have to hire an analyst or a small research team. We use an AI system to do it faster and for a fraction of the cost.
We filter to your criteria.
Deal size, geography, asset type, industry. Whatever your best clients look like, that's what we shortlist.
We handle the correspondence.
We reach out to each prospect directly, referencing the specific transaction or filing that qualifies them. No purchased lists. No spray. Every message is grounded in a real, public data point.
We pass them to you.
Interested buyers book a call on your calendar. You show up to a conversation with a qualified prospect who already knows why they're there.
We're selective on purpose.
This is a fit if —
- You run a specialty tax practice: cost segregation, property tax appeal, 179D, R&D credit, or a related discipline.
- Your firm is between three and twenty people, with the founder or a partner still leading business development.
- Your current pipeline depends on CPA referrals, existing client repeat work, or word of mouth, and you know that channel has a ceiling.
- You can staff an additional ten to twenty engagements over the next quarter without breaking your delivery capacity.
- You are willing to hold a flat‑fee arrangement rather than a contingency or revenue share.
This isn't for you if —
- You're a solo consultant or a one‑person practice without capacity to service new engagements.
- Your firm already runs a dedicated business development or sales team producing consistent outbound results.
- You expect us to email a purchased list, run consumer outreach, or represent your practice in a way that conflicts with your professional obligations.
- You're looking for a short‑term burst of leads rather than a sustained origination function.
Wondering who's in your data?
Book a fifteen‑minute strategy call and we'll walk you through what public records reveal about buyers in your segment.
Book A Strategy Call