The Brennan Group

What The Brennan Group does

The Brennan Group LLC is a privately held, founder-led professional services firm headquartered at 12221 Big Bend Road in Saint Louis, Missouri, specializing in state and local tax (SALT), real estate tax, and personal property tax advisory. Founded in 2000 by Mike Brennan (with Mark Brennan), the firm exclusively focuses on sales and use tax recovery and compliance, real estate tax appeals, business personal property tax appeals, and audit defense, declining to extend into general income tax or broader advisory services. The firm targets enterprises with significant multi-jurisdictional tax exposure, including manufacturing, commercial real estate, hospitality, mining, distribution and logistics, retail and wholesale, and cannabis businesses, and works directly with CFOs, controllers, tax leaders, and business owners.

The firm's service model is built around senior-led engagements, with no proprietary software or technology product. Service delivery is performed by a network of experienced state and local tax professionals covering all U.S. states, marketed as a 100+ year combined experience team. The firm operates a content-driven, SEO-anchored marketing approach through its website (thebrennangroup.com), a regularly updated tax blog, organic LinkedIn and X presences, and published case studies with named clients including Midas Hospitality, Elevation Cannabis, Park Dietz & Associates, a multi-state real estate developer, and a feed and grain manufacturer operating in 39 states.

The Brennan Group earns revenue primarily through contingency-based fees tied to measurable client tax savings, with multi-year engagement cycles and no cost to clients unless savings are delivered. Attorney and appraisal fees are absorbed by the firm. The firm claims over $100 million in cumulative client savings, with documented outcomes including $6M+ in real estate tax savings for a single client over 20 years, $250K+ for Midas Hospitality across 13 states, and $120K+ for Elevation Cannabis in cannabis sales and use tax recoveries. The company is bootstrapped with no disclosed venture capital, private equity, or institutional ownership.

Name

The Brennan Group

Legal name

The Brennan Group LLC

Website

https://thebrennangroup.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

The Brennan Group is a Saint Louis-based, founder-led professional services firm specializing exclusively in state and local tax, real estate tax, and personal property tax advisory. It serves enterprises with multi-jurisdictional tax exposure across manufacturing, real estate, hospitality, mining, cannabis, and retail, using a contingency-fee model with senior-led engagements.

Ownership category

akta.pro rank

Product category

Tax Advisory Services (State and Local Tax)

NAICS

Offices of Certified Public Accountants (541211), Collection Agencies (56144)

SIC

Services-Consumer Credit Reporting, Collection Agencies (7320)

akta.pro primary industry

Claims Advocacy & Loss Recovery Services (FSAEADAH)

akta.pro secondary industry

Compliance, Audit & Regulatory Services for Collections (FSAKAJAL)

Keywords

• State and local tax services
• Sales and use tax advisory
• Real estate tax appeals
• Personal property tax services
• Property tax compliance

Headquarters

HQ city

Saint Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Contingency-Based Tax Recovery Fees: In most cases, fees are tied directly to results — there is no cost to the client unless The Brennan Group delivers measurable tax savings. This aligns incentives and keeps the firm focused on outcomes that matter to the client's business. For engagements where contingency pricing does not apply, fee structures are discussed upfront. Attorney and appraisal fees are covered as part of the engagement at no additional cost to the client.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

The Brennan Group is a professional services firm that helps businesses reduce and recover state and local tax (SALT), sales and use tax, real estate tax, and personal property tax exposure across U.S. jurisdictions. Its core offerings include tax review and recovery, real estate tax analysis and appeals, business personal property tax appeals, and ongoing compliance and audit defense — delivered by senior professionals with contingency-based fees in most engagements.

Product overview

The Brennan Group is a specialized state and local tax (SALT), real estate tax, and personal property tax advisory firm offering professional consulting services. The company operates as a service-based practice rather than a software product company, with four interconnected core service lines: Sales and Use Tax Services (including review, recovery, and compliance), Real Estate Tax Services (analysis and appeals), Personal Property Tax Services (appeals and filings), and Compliance/Audit Defense. An additional outsourcing offering provides end-to-end monthly compliance management. All services are delivered by senior tax professionals with result-driven fee structures where applicable.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales and Use Tax Services State and local sales and use tax review, recovery of historical overpayments, multi-state nexus analysis, and ongoing compliance support for businesses with significant indirect tax exposure.
• Real Estate Tax Services Real estate property tax analysis and assessment appeals using cost, sales comparison, and income valuation approaches, with representation through county and state-level appeal processes for commercial property owners.
• Personal Property Tax Services Business personal property tax appeals including fixed asset listing reviews, correction of misclassified assets, depreciation schedule optimization, and exemption applications to reduce personal property tax liabilities for equipment-heavy businesses.
• Compliance Support and Audit Defense Ongoing multi-jurisdictional tax compliance management and direct representation during state and local tax audits to defend client positions and resolve disputes with taxing authorities.
• Sales and Use Tax Compliance Outsourcing End-to-end outsourced management of monthly sales and use tax compliance, including return preparation, filing, and payment across all U.S. taxing jurisdictions on behalf of the client.

Quantifiable outcome

• Over $100 million in total client savings across all engagements
• +7 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators8 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Ryan, LLC: Largest U.S. firm focused exclusively on property tax and state and local tax (SALT) services — the closest scaled direct competitor to The Brennan Group, offering the same sales/use tax, property tax, and credits/incentives service lines to enterprise and mid-market clients.
• Popp Hutcheson PLLC: Texas-based property tax and SALT boutique representing commercial and multifamily owners in appraisal district proceedings — comparable in size, structure, and boutique specialization to The Brennan Group's property tax appeals practice.
• Altus Group: Real estate advisory and technology firm with a significant property tax consulting and appeal practice serving commercial real estate owners — directly comparable to The Brennan Group's real estate tax appeals service line for shopping center, office, and multi-family portfolios.

Broad incumbents

• BDO USA: Top 10 accounting and advisory firm with a SALT practice serving mid-market and enterprise clients — overlaps with The Brennan Group's sales/use tax recovery and real estate tax services, with a national footprint advantage.
• Ernst & Young (EY) Tax Practice: Big 4 tax practice with a dedicated SALT group serving multi-state and multinational clients — competes for enterprise SALT and property tax work but is bundled into a much broader advisory offering.
• RSM US: Mid-tier advisory firm with a dedicated state and local tax practice serving middle-market companies — comparable in target customer profile (mid-market, multi-state operators) to The Brennan Group, but with broader tax and consulting capabilities.
• Baker Tilly US: Top 10 advisory firm with a SALT and property tax practice serving middle-market commercial real estate and operating companies — comparable in mid-market positioning and SALT services to The Brennan Group.
• Crowe LLP: Top 10 accounting and advisory firm with a state and local tax group providing sales/use tax compliance, controversy, and recovery services — competes for the same mid-market and enterprise SALT engagements as The Brennan Group.
• KPMG US Tax Practice: Big 4 tax practice with a national SALT group serving enterprise clients on multi-state sales/use tax compliance, nexus, and controversy — competes with The Brennan Group for large multi-state engagements but as part of a full-service tax, audit, and advisory portfolio.
• Deloitte US Tax Practice: Big 4 firm with a sizable State and Local Tax (SALT) practice covering compliance, controversy, and recovery — overlaps with The Brennan Group on sales/use tax reviews and multi-jurisdictional engagements for enterprise clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/brennangroupstl
• Facebookfacebook.com/BrennanGroupSTL
• LinkedInlinkedin.com/company/the-brennan-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Brennan Group