Schmitz+Partner

Name

Schmitz+Partner

Legal name

Schmitz+Partner mbB Steuerberatungsgesellschaft

Website

https://schmitzpartner.de

Company type

Private

Founded year

1963

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Bergisch Gladbach

HQ country

Germany

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Ongoing tax advisory and compliance services for mid-market companies, family businesses, and affluent individuals. Includes financial accounting, tax returns, annual financial statements, payroll processing.
2. Strategic Tax Planning: Project-based strategic tax planning for business succession, restructuring, mergers/acquisitions, and estate planning.
3. Specialized Advisory Services: Advisory on international tax law, corporate restructuring, holding structures, business valuations, and tax-driven investment planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Schmitz+Partner is a German tax consulting partnership (Steuerberatungsgesellschaft in the legal form of PartG mbB) that delivers tax advisory, tax compliance, corporate succession planning, and corporate restructuring services to businesses and private individuals, primarily across North Rhine-Westphalia. The firm operates through four regional offices using DATEV-based digital workflows to provide recurring tax filings, bookkeeping, and strategic advisory mandates.

Product overview

Schmitz+Partner operates as a unified digital tax advisory platform offering five integrated service areas. The core offerings comprise Steuerberatung und Steuergestaltung (strategic tax advisory, bookkeeping, annual statements, and payroll), Unternehmensnachfolge und Erbe (succession planning and estate management), Umstrukturierung von Unternehmen (corporate restructuring and transformation), and the Digitale Steuerkanzlei (digital accounting platform via DATEV). The fifth area, Weitere Steuerberatungsleistungen, extends to business valuation, M&A support, and family office services. All core services are digitally interconnected through DATEV Unternehmen Online for real-time data exchange and document management.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory and Compliance Services
• Corporate Succession Planning

Quantifiable outcome

• DATEV 'Digitale Kanzlei' certification awarded annually
• +2 more outcomes

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

One partnership is on record.

• DATEVcoreTechnology or Integration · 1 January 2019Strategic technology partnership with DATEV eG, Germany's leading accounting software provider. Schmitz+Partner has been using DATEV Unternehmen Online since 2019 and received the 'Digitale Kanzlei' (Digital Tax Firm) certification from DATEV. The partnership includes integration with DATEV's cloud platform, digital document management, payroll processing (DATEV Arbeitnehmer Online), and secure client data exchange through German-certified data centers.

Scale indicators4 records

Recent moves12 records

Expansion highlights5 records

Direct peers

• HLB Deutschland: German member of the HLB international tax/advisory network serving mid-market and family businesses; comparable in offering (tax compliance, succession, restructuring) and Mittelstand client profile.
• Falkenhagen AG: Mid-sized German tax and audit firm with succession and Mittelstand advisory focus; comparable in scale (~100 employees range), service mix, and regional North Rhine-Westphalia / NRW-adjacent footprint.
• ETL Gruppe: Germany's largest tax advisory and audit cooperative network with strong Mittelstand focus and regional offices; directly comparable as a competitor for the same Mittelstand and family-business tax engagements.
• Ebner Stolz: Top-10 German tax, audit, and advisory firm focused on the Mittelstand and family-owned businesses; comparable to Schmitz+Partner in client segment, succession/restructuring advisory depth, and multi-office regional structure.
• RSM Deutschland: German arm of the RSM international network focused on mid-market tax and advisory services; directly comparable in serving Mittelstand companies, family-owned firms, and corporate restructuring engagements.
• LKC Group: German cooperative tax and audit network serving Mittelstand and family businesses with regional offices; comparable in client segment, succession advisory, and DATEV-aligned digital practice.

Broad incumbents

• Mazars Germany: International audit, tax, and advisory firm with established German practice serving Mittelstand and family businesses; broader scope than Schmitz+Partner but overlapping on tax compliance, succession, and restructuring.
• BDO Germany: Major international accounting and advisory network with strong German Mittelstand practice; comparable in serving family-owned and mid-market companies, but with substantially larger scale and international capabilities.
• Baker Tilly Germany: Mid-tier international accounting and advisory firm with significant German Mittelstand presence; comparable in advisory breadth (tax, audit, restructuring) but with much larger scale and national footprint.

Others

• DATEV eG: Germany's leading accounting software cooperative and Schmitz+Partner's core technology partner (DATEV Unternehmen Online, DMS, Arbeitnehmer Online); adjacent rather than directly competing, but ecosystem-defining for the firm's digital practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Customer concentration

• Facebookfacebook.com/schmitzpartnersteuerberatungsgesellschaft
• LinkedInlinkedin.com/company/schmitzpartner-mbb-steuerberatungsgesellschaft/about/?viewAsMember=true
• Instagraminstagram.com/schmitzundpartner

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Schmitz+Partner