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Compass CPA, P.C.

PE Firms Can Unlock R&D Tax Credits Across SaaS Portcos — Without the Risk

: Illustration of SaaS companies leveraging R&D tax credits for growth

R&D tax credits are one of the most consistently overlooked value-creation tools available to private equity firms managing SaaS portfolios. They are not obscure. They are not new. They have existed in the U.S. tax code since 1981, and yet a significant portion of eligible software companies either never claim them or claim far less […]