The Aegis Group
- Company typePrivate
- Founded1980
- HeadquartersNashville, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Aegis Group does
The Aegis Group, LLC is a Nashville, Tennessee-based property tax consulting firm founded in 1980 that provides real and personal property tax compliance, appeals, budgeting, and litigation support services to corporate property owners and managers across 47 states and 97 of the top U.S. Metropolitan Statistical Areas. Its four integrated service lines are Real Estate Property Tax Appeals (income, cost, and market sales approaches, with representation through informal hearings, County/State Appeal Boards, and Tax Court), Personal Property Tax Compliance (tax calendar development, fixed-asset categorization, return filing, assessment analysis, negotiation, and audit support), Budgeting and Accrual Determination (annual property tax budgets with semi-annual projection updates), and Tax Bill Review and Management (pre-payment bill reconciliation, due-date monitoring, early-payment discount identification, and mortgage escrow reconciliation).
The firm's underlying technology stack centers on an in-house property tax compliance software used to manage multi-jurisdictional filing deadlines, large-scale fixed-asset data, and search-driven asset-level examination. This proprietary tooling, combined with a team whose consultants average 33 years of experience, is positioned as the operational backbone enabling the firm to process approximately 12,000 real property valuations and 9,000 business personal tax returns annually.
Commercially, Aegis operates a B2B professional services model with enterprise-grade, quote-based pricing on multi-year contracts. Distribution is principally direct enterprise sales through principal-led relationship management, serving six primary verticals: office buildings, retail and commercial properties, medical and industrial facilities, senior and multi-family complexes, theatre and entertainment facilities, and insurance and banking institutions. The firm is privately held by its founding partners and senior principals, with no disclosed institutional investment, M&A, or partnership activity.
The Aegis Group firmographics
Firmographics- Name
- The Aegis Group
- Legal name
- The Aegis Group, LLC
- Website
- https://aegistax.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where The Aegis Group is headquartered
LocationHeadquarters
- HQ city
- Nashville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Aegis Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Property Tax Consulting Services: Professional consulting fees for real and personal property tax appeals, valuation analyses, compliance management, and litigation support services to corporate property owners and managers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise pricing based on property portfolio size and service scope |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
The Aegis Group product offering
Product offeringCore offering
The Aegis Group provides professional property tax consulting services to corporate property owners and managers across the United States. Its service suite covers real estate property tax appeals, personal property tax compliance, tax budgeting and accrual determination, and tax bill review and management. The firm represents clients in 47 states and 97 of the top U.S. Metropolitan Statistical Areas, handling approximately 12,000 real property valuations and 9,000 business personal tax returns annually.
Product overview
The Aegis Group offers a unified suite of four integrated property tax consulting services: Real Estate Property Tax Appeals, Personal Property Tax Compliance, Tax Bill Review and Management, and Budgeting and Accrual Determination. The firm leverages in-house property tax software for compliance management and asset data handling. The portfolio is designed to serve commercial real estate owners, financial institutions, healthcare companies, and retail operators across 47 states and 97 metropolitan statistical areas.
Differentiator
Problem solved
Functional benefit
Products and services
- Real Estate Property Tax Appeals
Companies that use The Aegis Group
Customer profileSegments6 records
Ideal customer profiles6 records
The Aegis Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Aegis Group partnerships and signals
Strategic signalScale indicators6 records
Recent moves4 records
Expansion highlights4 records
The Aegis Group competitors and assessment
Company assessmentBroad incumbents
- Ryan, LLC: Ryan is the largest dedicated property tax consulting firm in North America with thousands of clients and broad geographic coverage. It is comparable to Aegis as a direct competitor in property tax appeals and compliance but operates at significantly greater scale with formalized technology platforms and enterprise sales infrastructure.
- Altus Group Limited: Altus Group provides property tax advisory and appraisal services alongside broader real estate data, analytics, and consulting offerings. It is comparable to Aegis in property tax services but operates as a diversified, publicly traded firm with technology-enabled analytics platforms serving institutional CRE investors.
- Kroll (formerly Duff & Phelps): Kroll's Tax Services practice includes property tax valuation and advisory as part of a broader valuation, disputes, and investigations portfolio. It competes with Aegis for institutional property tax engagements but typically serves larger Fortune 500 clients as part of multi-service engagements.
- BDO USA Property Tax Practice: BDO provides property tax compliance and consulting services as part of its broader tax and advisory practice. It competes with Aegis for enterprise property tax work but offers the additional credibility of a top-tier accounting firm's full tax, audit, and advisory platform.
- CBRE Property Tax Consulting: CBRE's Valuation & Advisory Services includes property tax appeal and compliance offerings integrated with its global commercial real estate services platform. It overlaps with Aegis in property tax services but bundles them into larger CRE advisory relationships, making it a broader incumbent competitor.
- Cushman & Wakefield Property Tax Services: Cushman & Wakefield offers property tax appeal and advisory services through its Valuation & Advisory group. It competes with Aegis on enterprise property tax mandates but typically as part of broader CRE services engagements where cross-sell to brokerage, management, or capital markets is the primary value proposition.
Direct peers
- Marvin F. Poer & Company: Marvin F. Poer is a national property tax consulting firm providing real and personal property tax compliance, appeals, and advisory services to corporate clients. It is a direct competitor to Aegis with similar mid-sized firm characteristics, vertical specialization across CRE asset types, and relationship-driven enterprise sales motion.
- Tax Management Associates (TMA): TMA is a national property tax consulting firm serving corporate property owners with compliance and appeal services. It is a direct competitor to Aegis, specifically mentioned as a prior employer of Aegis team member Kelly Davis, indicating active talent competition between the two firms.
- Industrial Tax Consultants: Industrial Tax Consultants specializes in property tax services for industrial and commercial portfolios. It is comparable to Aegis as a mid-sized direct competitor with similar service offerings across compliance and appeals, though with stronger industrial vertical focus.
- Property Tax Management Group: Property Tax Management Group is a property tax consulting and compliance firm serving commercial and industrial property owners. It is a direct competitor to Aegis in the same mid-market niche, offering comparable appeal, compliance, and budget preparation services to enterprise clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
The Aegis Group social profiles
Digital presenceThe Aegis Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Aegis Group leadership team
Management profileNumber of profiles
Profiles18 records
The Aegis Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Aegis Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Aegis Group
What does The Aegis Group do?
The Aegis Group provides professional property tax consulting services to corporate property owners and managers across the United States. Its service suite covers real estate property tax appeals, personal property tax compliance, tax budgeting and accrual determination, and tax bill review and management. The firm represents clients in 47 states and 97 of the top U.S. Metropolitan Statistical Areas, handling approximately 12,000 real property valuations and 9,000 business personal tax returns annually.
Is The Aegis Group a public or private company?
The Aegis Group is a private company. It is classified as management employee owned and is currently operating.
When was The Aegis Group founded?
The Aegis Group was founded in 1980. It employs 11 to 50 people.
Where is The Aegis Group based?
The Aegis Group is headquartered in Nashville, United States, in the North America region.
How does The Aegis Group make money?
One revenue line is on record: property Tax Consulting Services.
Who are The Aegis Group's main competitors?
Broad incumbents on record are Ryan, LLC, Altus Group Limited, Kroll (formerly Duff & Phelps), BDO USA Property Tax Practice, CBRE Property Tax Consulting and Cushman & Wakefield Property Tax Services. Direct peers are Marvin F. Poer & Company, Tax Management Associates (TMA), Industrial Tax Consultants and Property Tax Management Group.
Does The Aegis Group have an API?
No public API is recorded for The Aegis Group.