Utg Treuhand Gmbh

What Utg Treuhand Gmbh does

UTG Treuhand GmbH is a privately held German auditing and tax advisory firm (Wirtschaftsprüfungsgesellschaft und Steuerberatungsgesellschaft) headquartered at Mallaustraße 99 in Mannheim, operating in the Rhein-Neckar metropolitan region. The firm is owned by three shareholders who serve as managing partners: Marco Uhler (WP/StB, joined 2005), Helga Decker (WP/StB, joined 2006), and Martin Denz (WP/StB, joined 2021). Total headcount is approximately 10 professionals, including one additional Wirtschaftsprüfer/Steuerberater employee and several academically qualified staff, Steuerfachwirtin, and Bilanzbuchhalterin.

The company's service portfolio centers on two core offerings — Wirtschaftsprüfung (auditing) and Steuerberatung (tax consulting) — supplemented by Wirtschaftsberatung (business consulting). Sub-services include Gestaltungsberatung (tax planning), Steueranmeldung und Steuererklärungen (tax filings), Finanzbuchhaltung (financial accounting), Lohn- und Gehaltsabrechnung (payroll processing), Abschlussarbeiten (annual financial statements), gutachterliche Stellungnahmen (expert opinions), Unternehmensbewertungen (business valuations), and internal reporting system development. The underlying technology is industry-standard DATEV accounting and payroll software (LODAS), with no proprietary technology platform.

UTG Treuhand generates revenue on a quote-based professional services model, billing clients for engagement scope and complexity. Its go-to-market is sales-led and relationship-driven, with no formal marketing channels and growth dependent on partner-led referrals and regional reputation. Target clients are owner-managed businesses and corporate groups of all legal forms and sizes in the Rhein-Neckar region, plus private clients from free professions, executives, and shareholder circles. The firm is regulated under the Wirtschaftsprüferordnung (WPO) and Steuerberatungsgesetz (StBerG) and holds memberships in the Wirtschaftsprüferkammer and Steuerberaterkammer Nordbaden.

Name

Utg Treuhand Gmbh

Legal name

UTG Treuhand GmbH

Website

https://utgtreuhand.eu

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

UTG Treuhand GmbH is a Mannheim-based, dual-licensed German auditing and tax advisory firm (Wirtschaftsprüfungs-/Steuerberatungsgesellschaft) serving owner-managed businesses, corporate groups, and private clients in the Rhein-Neckar metropolitan region through tax consulting, auditing, financial accounting, payroll, and business advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Mannheim

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Professional Services: Revenue generated from providing professional tax advisory (Steuerberatung), auditing (Wirtschaftsprüfung), and business consulting services to corporate and private clients. Services include annual financial statement preparation, bookkeeping, payroll processing, and tax return preparation.

Go-to-market motion1 record

Distribution channels1 record

Core offering

UTG Treuhand GmbH is a dual-licensed auditing firm (Wirtschaftsprüfungsgesellschaft) and tax advisory firm (Steuerberatungsgesellschaft) based in Mannheim. The firm provides integrated tax advisory (Steuerberatung), auditing (Wirtschaftsprüfung), and business consulting (Wirtschaftsberatung) services, complemented by financial accounting, payroll processing, and annual financial statement preparation for owner-managed businesses, corporate groups, and private clients.

Product overview

UTG Treuhand GmbH is a dual-licensed auditing firm (Wirtschaftsprüfungsgesellschaft) and tax advisory firm (Steuerberatungsgesellschaft) providing integrated professional services. Their core offering combines Wirtschaftsprüfung (auditing) with Steuerberatung (tax consulting), supplemented by Wirtschaftsberatung (business consulting). The product portfolio centers on core services of Tax Consulting and Auditing, with specialized sub-products including Gestaltungsberatung (tax planning), Steueranmeldung und Steuererklärungen (tax filings), Finanzbuchhaltung (financial accounting), Lohn- und Gehaltsabrechnung (payroll processing), Abschlussarbeiten (annual statements), gutachterliche Stellungnahmen (expert opinions), Unternehmensbewertungen (business valuations), and internal reporting system development. The firm operates as a unified service firm rather than a platform-plus-modules architecture, offering clients interdisciplinary collaboration between auditors and tax advisors on short notice without information loss.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuerberatung (Tax Consulting)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• Rödl & Partner: Mid-tier German WP/StB firm with integrated audit, tax, legal and consulting services for Mittelstand clients. Comparable to UTG in service breadth and SME target market, but operates internationally and at much larger scale.
• dhpg Wirtschaftsprüfer Rechtsanwälte Steuerberater: German mid-tier interdisciplinary firm offering integrated WP/StB and legal services to Mittelstand clients. Comparable integrated professional services model and Mittelstand target market to UTG, with broader geographic footprint across several German regions.
• Ebner Stolz: Germany's leading mid-tier WP/StB firm with strong Mittelstand focus. Closely comparable to UTG on business model (integrated tax + audit + advisory), target customer (owner-managed SMEs across legal forms), and regional German footprint, but at substantially larger scale.
• RSM Germany: Mid-tier international audit, tax and consulting network with German Mittelstand focus. Comparable integrated service model (audit, tax, business consulting, financial accounting) and similar SME client base, but at larger national and international scale.
• Grant Thornton AG: Mid-tier international WP/StB network with German Mittelstand focus. Comparable integrated tax/audit/advisory offering for owner-managed companies and corporate groups of similar profile to UTG's target segments.
• PKF Fasselt Schlage: German mid-market WP/StB firm with integrated tax, audit and consulting services for Mittelstand clients. Similar SME target customer base and service scope to UTG, but operating across multiple German locations.
• Baker Tilly Germany: Mid-tier German WP/StB firm focused on Mittelstand clients with integrated audit, tax and advisory services. Closely comparable positioning to UTG with similar client segment but broader national footprint.

Broad incumbents

• Deloitte Germany: Big4 firm with comprehensive audit, tax and advisory services for German Mittelstand and large corporates. Overlaps with UTG on tax advisory and audit but operates at vastly greater scale and with much broader service and geographic reach.
• BDO AG Wirtschaftsprüfungsgesellschaft: Top-5 German audit and tax advisory network with strong Mittelstand presence. Overlaps UTG's integrated tax/audit/consulting offering for owner-managed companies but operates nationwide and globally as part of the broader BDO international network.
• Mazars GmbH & Co. KG: International audit, tax and advisory firm with established German Mittelstand practice. Comparable service portfolio (audit, tax, financial accounting, payroll, business consulting) but with a much broader geographic and capability footprint than UTG.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

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 Utg Treuhand Gmbh