Optimis'Action

What Optimis'Action does

Optimis'Action is a privately held French consulting firm, founded in 1995 and headquartered in Nantes, that advises French businesses on industrial/local taxation and social-cost optimization. It operates across two principal service pillars — Expertise Fiscale (property tax, environmental/energy taxes, fiscal engineering) and Expertise Sociale/RH (employer social contributions, absenteeism, work accidents/occupational diseases, HR structuring, integration pathways, Document Unique). Service delivery is built on a small team of certified consultants (11–50 employees) using a proprietary AT/MP digital platform with direct integrations into Ameli Pro and Net-entreprises, alongside the Form'OA training subsidiary which delivers AFEST facilitator certification and other professional training programs.

The firm serves both PME (small and medium enterprises) and Grand Groupes (large enterprises) across all of metropolitan France, with a referenceable client base that includes Decathlon, Longchamp, MMA, ArcelorMittal, Bridgestone, Cdiscount, Caisse d'Épargne, Fleury Michon, Cooperl, Charal, and Midas France. Go-to-market is exclusively direct, field-based enterprise sales, supported by earned media on BFM BUSINESS, presence at the Solutions RH trade show, a corporate blog, and LinkedIn. The firm has held ISQ certification (Cofrac-accredited) continuously since 2002.

The business model is predominantly performance-based: no upfront fees, no time-and-materials billing, and remuneration tied exclusively to the value generated for the client. This is complemented by the Opti+ annual subscription, which bundles consulting days, recurring fiscal/social audits, permanent legal watch, and a 48-hour response guarantee. Across ~30 years of operation the firm reports 2,000+ completed missions, with over 70% resulting in measurable client savings. The company is structured as a SAS (SAS OPTIMIS'ACTION) with €15,000 share capital, is founder/associate-managed, has no external investors, and has never raised funding.

Name

Optimis'Action

Legal name

SAS OPTIMIS'ACTION

Website

https://optimisaction.fr

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Optimis'Action is a Nantes-based French consulting firm, founded in 1995, that advises SMEs and large enterprises on fiscal (property, local, environmental) and social-cost optimization, plus HR structuring, under an outcome-based fee model and ISQ certification held since 2002.

Ownership category

akta.pro rank

Product category

Tax and HR Consulting Services

NAICS

Management Consulting Services (54161), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Performance Management & Productivity Consulting (BPAHAGAL)

Keywords

• Fiscal cost optimization
• Social charge optimization
• Property tax advisory
• HR consulting services
• Energy tax consulting

Headquarters

HQ city

Nantes

HQ country

France

HQ region

Europe

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. Performance-Based Consulting Fees: OPTIMIS'ACTION's revenue model is based exclusively on the added value generated for clients. The company does not charge upfront fees, regie billing, or require advance cash payments. Their remuneration is tied directly to results achieved through fiscal and social cost optimization, with the 'Opti+' subscription offering annual renewable support including on-site consulting days, annual audits, legal watch, and assistance.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Optimis'Action is a Nantes-based consulting firm that helps French businesses reduce industrial and local fiscal costs (property tax, CFE, CVAE, TICFE, TICGN) and social costs (employer contributions, absenteeism, work accidents/occupational diseases), while providing HR advisory services for SMEs. Engagements are billed exclusively on results achieved with no upfront fees, and the firm offers an Opti+ annual subscription bundling on-site consulting days, audits, legal monitoring, and a 48-hour response guarantee.

Product overview

Optimis'Action is a consulting firm offering a portfolio of advisory services organized around two main pillars: Fiscal Expertise (Fiscalité) and Human Resources (Ressources Humaines). The Fiscal Expertise pillar encompasses property tax optimization for industrial and commercial properties (Locaux Industriels, Locaux Commerciaux), environmental energy taxation (Fiscalité Environnementale), and fiscal engineering. The HR pillar covers social contribution optimization (Charges Sociales, Absentéisme/Maladie, AT/MP), HR consulting (Accompagnement RH), integration pathways (Parcours d'Intégration), and professional risk documentation (Document Unique). Form'OA provides training services including AFEST facilitator certification. Opti+ is a subscription-based service bundling consulting days, annual audits, legal monitoring, and priority support. The company also offers a digital platform for AT/MP management integrated with Ameli Pro and Net-entreprises.

Differentiator

Problem solved

Functional benefit

Brands

• Form'OA: Training organization of the Optimis'Action consulting firm, providing professional training services and programs.

Products and services

• Expertise Fiscale Comprehensive fiscal advisory service covering property taxation, environmental energy taxes (TICFE, TICGN), and fiscal engineering, helping French businesses reduce local taxes and production taxes. Target audience: finance and tax leaders of PME and Grand Groupes.
• Expertise Sociale Social cost optimization service including employer contribution analysis, payroll audits, URSSAF control assistance, and refund recovery for prescribed periods. Target audience: HR directors and payroll managers of French businesses.
• Accompagnement RH HR consulting service for SMEs covering recruitment support, GPEC (forward management of jobs and skills), work organization, salary policy design, and employer brand development. Target audience: TPE-PME owners and HR managers.
• Opti+ Subscription Annual renewable subscription service bundling on-site consulting days, annual fiscal and social audits, permanent legal watch, technical assistance with 48-hour response guarantee, and preferential conditions on result sharing when implementations lead to savings or reimbursements.
• Form'OA Training Services Wholly-owned training organization sub-brand offering professional development programs for businesses, including AFEST (Action de Formation en Situation de Travail) facilitator certification delivered in-person, distance, or on-site.
• AFEST Accompagnateur Certification 7-hour training program that certifies participants as AFEST (Action de Formation en Situation de Travail) facilitators in enterprises, using work as the primary learning support. Available in-person, distance, or on-site.
• Recruitment and Integration Subsidies Service Advisory service for obtaining subsidies and grants related to recruitment and onboarding of new collaborators, leveraging the 2018 Loi Avenir Professionnel framework. Identified subsidies range from €10,000 to €20,000 per recruited employee per year under certain conditions.
• AT/MP Management Service Work accident and occupational disease (AT/MP) management service including DAT processing, contestations, and third-party recourse, supported by a proprietary digital platform with direct integration to Ameli Pro and Net-entreprises for immediate information transmission.

Quantifiable outcome

• Over 70% of missions result in measurable client savings
• +4 more outcomes

Named customers18 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Ayming: International performance consulting firm with a strong French presence advising companies on tax optimization (CIR, CII), social charges and HR cost efficiency. Directly comparable in offering fiscal/social cost optimization on a performance-fee basis to mid-market and large French enterprises.
• BDO France: Mid-tier accounting and advisory firm in France offering tax compliance, social charges advisory and HR consulting to SMEs and mid-market companies. Overlaps with Optimis'Action on fiscal and social optimization, though broader in scope and larger in scale.
• Grant Thornton France: Mid-tier audit and advisory network member providing tax, payroll and HR advisory to French mid-market companies. Comparable on social charges and fiscal advisory, though it serves clients through larger engagement teams rather than a single dedicated consultant model.
• HR Path: French-headquartered HR transformation and consulting firm offering HR advisory, payroll optimization and HRIS implementation. Directly comparable on the HR consulting and social cost optimization side of Optimis'Action's offering.
• RSM France: Mid-tier audit, tax and consulting network in France providing fiscal and social advisory to mid-market companies. Comparable in serving SMEs and mid-caps on fiscal and HR cost optimization, though less specialized than Optimis'Action.
• Leyton: French-founded consulting firm specialized in fiscal and social optimization for businesses, including CIR/CII subsidies, social charges, and HR-related cost reductions. Most directly comparable peer in terms of service mix, outcome-based fee model, and SME-to-large enterprise client focus.

Broad incumbents

• PwC France: Big Four firm in France providing tax, social and HR advisory including property tax reviews and social charges optimization for large groups. Competes for large enterprise mandates but does not focus on the SME segment in the same way.
• EY France: Big Four firm offering French tax compliance, employment taxes and HR advisory services. Overlaps with Optimis'Action's fiscal and social optimization work for large enterprises, but as one of many service lines.
• KPMG France: Big Four professional services firm in France with large tax, legal and HR advisory practices serving enterprise clients. Overlaps with Optimis'Action on industrial fiscal optimization and social charges, but as part of a broader portfolio rather than a dedicated niche practice.
• Deloitte France: Big Four firm with significant French tax, HR transformation and indirect tax practices covering property tax, energy taxes and employer contributions. Comparable at the enterprise end of Optimis'Action's market but with a much wider service breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/optimis'action

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 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 Optimis'Action