W&P-Treuhand GmbH

Name

W&P-Treuhand GmbH

Legal name

W&P-Treuhand GmbH Steuerberatungsgesellschaft

Website

https://wp-t.de

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Tax Advisory and Audit Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Transaction Tax Structuring & Deal Advisory (BPAHAOAJ)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Tax advisory services
• Statutory audit services
• Bookkeeping and payroll
• Private equity advisory
• Closed-end fund administration

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Steuerberatung (Tax Advisory): Recurring and project-based tax advisory services covering all tax matters, tax planning, tax return preparation, and tax representation. Generates ongoing retainer relationships with clients plus per-engagement fees.
2. Wirtschaftsprüfung (Auditing): Annual and statutory audit services for medium and large capital companies, voluntary audits, company valuations, founding audits, and restructuring-related audits.
3. Ärzte und Heilberufe (Medical & Healthcare Advisory): Specialized tax and financial advisory services for physicians and healthcare professionals, including practice founding, succession, and ongoing quarterly and annual consulting.
4. Private Equity Advisory: Tax and transaction advisory for private equity funds and portfolio companies, including deal structuring, due diligence, and reporting services.
5. Geschlossene Fonds (Closed-End Fund Structuring): Fund structuring, legal and tax structuring, accounting, annual financial statement preparation, reporting, and transaction support for closed-end funds (GmbH & Co. KG structures, double-decker constructs, real estate funds).
6. Buchhaltung, Jahresabschlüsse, Lohnabrechnung (Accounting, Annual Accounts, Payroll): Ongoing bookkeeping (digital), payroll processing, and annual financial statement preparation for clients across all sectors. Billed as recurring professional services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

W&P-Treuhand GmbH is a Munich-based Steuerberatungsgesellschaft offering integrated tax advisory (Steuerberatung), statutory and voluntary auditing (Wirtschaftsprüfung), bookkeeping, payroll processing, annual financial statement preparation, and business consulting services. The firm delivers specialized verticals for physicians/healthcare professionals, private equity transactions and fund structuring, and closed-end fund (Geschlossene Fonds) administration including accounting, investor reporting, and transaction support.

Product overview

W&P-Treuhand GmbH is a Munich-based tax advisory and audit firm offering a comprehensive suite of professional services. The core offerings include Steuerberatung (tax advisory), Wirtschaftsprüfung (audit services), and Buchhaltung/Jahresabschlüsse (bookkeeping and annual statements). Specialized divisions cover Ärzte und Heilberufe (healthcare professionals), Private Equity advisory, and Geschlossene Fonds (closed-end fund administration). The firm operates as a unified service platform with digital integration through DATEV systems and a client portal for document management. Services are delivered by approximately 25 employees including five managing directors/partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuerberatung (Tax Advisory) Comprehensive tax advisory services including tax planning, tax return preparation, and strategic consulting for businesses to optimize tax burden and ensure compliant positioning under German tax law.
• Wirtschaftsprüfung (Audit Services) Statutory and voluntary annual audits, company valuations, foundation audits, and special expert opinions for medium and large corporations and other entities subject to audit.
• Ärzte und Heilberufe (Healthcare Professional Advisory) Specialized tax and financial advisory for physicians, dentists, and other healthcare professionals (Heilberufler), covering practice establishment, investment and financing planning, quarterly and annual consulting, practice valuation, and succession planning.
• Private Equity Advisory Advisory services for private equity transactions and fund structuring, including tax optimization of investment funds, due diligence support, transaction advisory, and M&A-related services for PE firms and portfolio companies.
• Geschlossene Fonds (Closed-End Fund Administration) Advisory and administration services for closed-end funds, including structuring (GmbH & Co. KG, double-decker constructs, Zebra companies), legal and tax consultation, accounting, annual financial statements, tax returns, E-Bilanz submissions, investor reporting, and transaction support; backed by 20+ years of specialized experience.
• Buchhaltung (Bookkeeping) Ongoing financial accounting, payroll accounting (Lohnabrechnung), and fixed asset accounting services for clients across all sectors, delivered digitally via DATEV-integrated processes.
• Jahresabschlüsse (Annual Financial Statements) Preparation of annual financial statements and income surplus calculations for businesses in compliance with German accounting standards.
• Lohnabrechnung (Payroll Processing) Payroll processing services for clients, including salary calculations and compliance with German payroll tax regulations.
• Unternehmensberatung (Business Consulting) Strategic business consulting including succession planning (Nachfolgeplanung) and corporate restructuring advisory for owner-managed businesses and groups.
• Mandanten-Portal (Client Portal) Cloud-based client portal (cloud.wp-t.de) integrated with DATEV for secure document exchange, tax-related service access, and digital collaboration between the firm and its clients.

Quantifiable outcome

• Over 30 years operating history and 33+ years of combined team experience
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Two partnerships are on record, tiered core and minor.

• LKC-GroupcoreStrategic or Co-development Partner · 1 January 2015W&P-Treuhand GmbH joined the LKC-Group (LKC-Hussmann) in 2015 as a member firm. LKC-Group is a German alliance of tax advisory and auditing practices. This affiliation provides shared brand credibility, cross-referrals for larger mandates, and access to shared expertise and resources across the network. The connection is prominently displayed on the firm website and firm history materials.
• LKC-HussmannminorStrategic or Co-development PartnerShown as a logo partner (LKC_Hussmann_Logo) alongside WIRAS on the About page. Likely the same entity as LKC-Group.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Others

• LKC Group: Cooperative alliance of German tax advisory and audit practices of which W&P is a member since 2015; relevant as the network that provides W&P cross-referrals, shared brand credibility, and access to larger national mandates.

Direct peers

• dhpg: German tax advisory, audit, and consulting firm serving mid-market Mittelstand clients with a comparable full-service offering and similar focus on owner-managed businesses; competes head-to-head with W&P for the same client segment.
• Mazars Germany: Mid-market international audit, tax, and advisory firm with a strong German Mittelstand practice; directly comparable to W&P on integrated tax + audit delivery, with broader geographic coverage.
• PKF Fasselt Partnerschaft: Mid-market German audit, tax, and consulting firm within the PKF international network; comparable to W&P on service scope and target clientele in the German Mittelstand.
• RSM Germany: Mid-market international audit and tax advisory network with a German presence; directly comparable to W&P on mid-market audit + tax offerings and Mittelstand focus.
• WTS Group: Germany-origin international tax advisory group with a strong focus on private equity fund structuring, transaction tax, and cross-border structuring; competes directly with W&P for the same PE/fund vertical and advisory work.
• Baker Tilly Germany: Mid-market international audit, tax, and advisory firm active in Germany with comparable Mittelstand and PE-adjacent advisory services; competes for the same mid-market and PE-support mandates as W&P.
• ETL Group: Largest German network of tax advisory and audit practices focused on mid-market businesses, including healthcare and founder-led companies; directly comparable to W&P on clientele, service breadth, and decentralized network model.
• Ecovis: German tax advisory, audit, and legal services network serving mid-market Mittelstand clients with comparable multi-disciplinary offerings under one roof; Ecovis operates at similar scale and pursues the same integrated tax + audit + advisory positioning as W&P-Treuhand.

Broad incumbents

• BDO Germany: Larger mid-market audit, tax, and advisory firm with national German presence and a strong Mittelstand and PE-adjacent practice; operates at greater scale than W&P but in the same service categories and client types.

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wp.t.de
• Instagraminstagram.com/wp_treuhand
• LinkedInlinkedin.com/company/w&p-treuhand-gmbh

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 W&P-Treuhand GmbH