An attractive opportunity to join an established, highly profitable tax consulting firm
Company Description
Overview:
- Industry: Tax Consulting (SMEs & Private Clients)
- Location: Southern Germany (metropolitan area)
- Revenue: EUR 1,210,000
- Profit (firm profit): EUR 590,000 (~49% margin)
Brief Description:
- Established, highly profitable tax firm in a metropolitan region in southern Germany, focusing on SME and private clients.
- Range of services: Financial and payroll accounting, annual financial statements, and tax returns; supplemented by tax planning and business management consulting (room for expansion).
- Client base: broadly diversified (mix of SMEs and private clients); new business primarily through referrals; the top 10 client groups together account for ~55% of revenue (no concentration risk).
- Team & Processes: approx. 5–6 FTEs plus 2 owners; standardized workflows, end-to-end time tracking, and DATEV system infrastructure.
- Reason for the transaction: orderly succession planning; flexible structuring as an asset deal (Option 1: phased entry through equity acquisition; Option 2: 100% acquisition of the firm’s operations).
Industry sector
Production