Meritax Advisors LLC

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Meritax Advisors LLC - overview

Established

1995

Location

Frisco, TX, US

Primary Industry

Financial Services

About

Meritax Advisors, based in Frisco, US, provides expert property tax consulting services to assist property owners and investors in effectively managing their property tax obligations. Founded in 1995, Meritax Advisors is a property tax consulting firm specializing in navigating complex property tax issues. The firm operates out of Frisco, Texas, and has successfully completed one deal as of February 5, 2026, when it was acquired by Ryan, LLC, a portfolio company of Onex, Neuberger Berman, and Ares Management Corporation. Specifics regarding the founders and prior ventures were not disclosed.


Meritax Advisors specializes in property tax consulting, offering services such as property tax appeals, budgeting, pre-development and acquisition due diligence, and litigation support. The firm caters to commercial property owners, institutional investors, and developers, focusing on real estate markets across the United States. Their expertise helps clients navigate property tax regulations and ultimately reduce tax liabilities during property transactions. Meritax Advisors operates on a fee-for-service model, generating revenue through fixed fees for consulting services, contingent fees based on successful property tax reductions, and retainers for ongoing advisory support.


Engagements often involve contesting appraisal district valuations, where the fees are linked to the savings achieved for clients during the appeal process, fostering a performance-driven partnership throughout the budgeting phases. In February 2026, Meritax Advisors was acquired by Ryan, LLC, which aims to enhance its property tax valuation and advisory capabilities. The acquisition will leverage technology and data-driven services to better serve commercial real estate owners. Future growth plans include launching new technology-enabled services and expanding into additional geographic markets, with a focus on strengthening their presence in regions experiencing significant real estate investment activity.


Current Investors

Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services

Website

www.meritaxadvisors.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Meritax Advisors LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedMeritax Advisors LLC-

Displaying 1 - 1 of 1

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.