Savvy Oil & Gas Consulting

Name

Savvy Oil & Gas Consulting

Legal name

SAVVY Oil and Gas Consulting

Website

https://savvyogc.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Oil and Gas Compliance Consulting

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Pricing, Revenue & Commercial Analytics (BPAHALAM)

Keywords

• Severance tax consulting
• Royalty compliance services
• Oil gas advisory
• Compliance audit support
• Tax incentive recovery

Headquarters

HQ city

The Woodlands

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Severance Tax Consulting: Contingency-based and hourly billing for severance tax services including marketing cost optimization, incentive recovery and filings, tax reimbursement contract review, LOE and field cost reviews, depreciation and ROI analyses, and incentive-based tax planning.
2. Compliance Advisory Services: Hourly billing for compliance advisory services including federal and Indian valuation reviews, audit and compliance support, regulatory engagement with ONRR/DOJ/Tribal/State authorities, cost of service and unbundling calculations, state royalty reviews, ERP integration, and client training.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Savvy Oil & Gas Consulting provides two core service lines to oil and gas E&P companies: (1) Severance Tax Services covering marketing cost optimization, incentive recovery and filings, tax reimbursement contract review, LOE and field cost reviews, depreciation and ROI analyses, and incentive-based tax planning (offered on contingency or hourly billing); and (2) Compliance Advisory Services covering federal and Indian valuation reviews, audit support, ONRR/DOJ/Tribal/State regulatory engagement, cost of service and unbundling, state royalty reviews, ERP integration, regulatory updates, and client training (offered on hourly billing).

Product overview

Savvy Oil & Gas Consulting is a specialized consulting firm offering two primary service lines: Severance Tax Services (provided on a contingency or hourly basis) and Compliance Advisory Services (provided on an hourly basis). These services are designed to help oil and gas companies minimize stress in severance tax and royalty compliance while boosting their bottom line through identifying deductions, minimizing costly errors and overpayments, and providing customized compliance support. The company does not offer a software product; rather, it provides expert consulting expertise delivered by an in-house team.

Differentiator

Problem solved

Functional benefit

Products and services

• Severance Tax Services
• Compliance Advisory Services

Quantifiable outcome

• Recouped approximately $2 million in overpaid royalties for mid-size E&P client
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• AdvantouscoreStrategic or Co-development PartnerStrategic alliance partner bringing added value through efficiency, integration, and proven expertise. Listed as a trusted company that helps deliver smarter solutions for oil and gas clients.
• Enertia SoftwarecoreTechnology or IntegrationStrategic alliance partner providing integration capabilities. Enertia Software is a technology partner that helps deliver smarter solutions and stronger results for Savvy's oil and gas clients.
• Council of Petroleum Accountants Societies (COPAS)minorOthersProfessional organization providing expertise for the oil and gas industry through development of Model Form Accounting Procedures, publications, and education. Savvy actively participates in COPAS meetings and publishes articles in COPAS publications.
• Petroleum Accountants Society of Houston (PASH)minorOthersProfessional association for petroleum accountants. Sarah Magruder is an active member, chairs the golf committee, and presents at the revenue committee.
• Women's Energy Network HoustonminorOthersProfessional networking organization for women in the energy sector. Savvy is an active member supporting the Houston chapter.
• Texas Oil & Gas AssociationminorOthersState industry association representing Texas oil and gas interests. Listed as an industry association Savvy works alongside.
• Louisiana Oil & Gas AssociationminorOthersState industry association for Louisiana oil and gas. Savvy maintains membership as part of their network of trusted partners.
• Hart EnergyminorGTM or Marketing PartnerEnergy industry media company. Sarah Magruder was featured in Hart Energy's 25 Influential Women in Energy recognition program.
• Greenberg TraurigminorOthersGlobal law firm with energy sector practice. Listed as part of Savvy's network of trusted industry partners.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Opportune LLP: Opportune is an oil and gas-focused consulting firm providing tax, advisory, and back-office services to upstream and midstream clients. Its upstream tax and royalty advisory practice directly competes for the same E&P buyers as Savvy.
• KE Andrews: KE Andrews is a U.S. tax consulting firm with a longstanding oil and gas severance tax practice — the very practice founder Sarah Magruder previously scaled. It is the most direct comparable in terms of service offering and customer base.
• Whitley Penn: Whitley Penn is a Texas-based accounting and advisory firm with a dedicated oil and gas tax practice serving E&P clients. Geographic and segment overlap with Savvy makes it a relevant comparable peer.

Broad incumbents

• RSM US: RSM US serves middle-market energy companies with tax, royalty, and advisory services. Its middle-market positioning makes it a frequent competitor for the mid-size E&P segment Savvy targets.
• BDO USA: BDO serves mid-market E&P companies with tax, royalty, and energy consulting practices. It is a broad incumbent with a much larger footprint and resources that competes for the same mid-market compliance engagements Savvy pursues.
• EY (Ernst & Young): EY's energy practice includes severance tax, royalty, and ONRR advisory services for large E&P operators. It competes at the high end of the same market, especially for enterprise clients with multi-jurisdictional compliance needs.
• Forvis (formerly BKD): Forvis (the merger of BKD and Mazars) maintains a substantial oil and gas tax and royalty practice serving U.S. E&P operators. As a Top-10 accounting firm with energy specialization, it competes for the same compliance and advisory wallet share.
• Deloitte: Deloitte's tax practice includes an oil and gas sub-sector with severance tax and royalty capabilities for both enterprise and mid-market operators. It is a broad incumbent that can field large compliance engagements.

Others

• Enertia Software: Enertia is the leading oil and gas accounting software platform and a strategic technology partner of Savvy. It is included as an adjacent ecosystem peer rather than a competitor, since it sells software while Savvy sells advisory services on top of such platforms.

Emerging players

• Pannell Kerr Forster (PKF) Texas: PKF Texas provides tax and consulting services with an energy practice that includes oil and gas clients. It is a regional/niche accounting firm with partial overlap to Savvy's service lines and customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/savvyogc
• Instagraminstagram.com/savvyogc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 Savvy Oil & Gas Consulting