neo Kanzlei

What neo Kanzlei does

neo Kanzlei is a German interdisciplinary tax advisory, audit, and consulting firm headquartered in Cham, Bavaria, organized as a private recommendation network (Empfehlungsverbund) of independently operated Steuerberatungsgesellschaft and Wirtschaftsprüfungsgesellschaft entities. The firm delivers integrated tax advisory, statutory and voluntary audit, accounting, transaction advisory, succession planning, ESG/sustainability reporting, and management consulting services primarily to the Mittelstand, family-owned businesses, real estate investors, private equity and family offices, and e-commerce clients. Its service portfolio is anchored by three core pillars (Steuerberatung, Wirtschaftsprüfung, Consulting), ten specialized focus areas, and a proprietary digital ecosystem built around audit.neo, the neo Innovation Lab, the neo Service Hub, and the neo Akademie knowledge platform, supported by DATEV, Microsoft 365, Blockpit, Lucanet, and Taxflix integrations. The business model combines recurring subscription/retainer billing for tax compliance, bookkeeping, and payroll with engagement-based billing for audit, M&A, and consulting, fees being governed by the statutory StBVV fee schedule with negotiated adjustments per § 4 Abs. 4 StBVV.

The firm pursues an acquisition-led growth strategy, having integrated four regional tax and audit practices (Müller Blum in Fürth Dec 2024, CM Treuhandgesellschaft Regensburg Jan 2025, Dr. Langenmayr & Partner in Munich Oct 2025, and Monachia Treuhand in Mar 2026) to expand from a single Cham location to ten offices across Bavaria, with an eleventh location (Erding) announced. As of early 2026 the firm employs 150+ people including 13+ operational partners and four Executive Partners — Michael Kreitinger (founder, sales/M&A), Ralf Broschulat (co-founder, governance/legal), Eugen Müller (service, product, innovation), and Michael Ulmer (organizational strategy, culture). Distribution combines direct sales at local offices, digital/remote advisory across Germany, and cross-referrals from strategic ecosystem partners (BAFU, BKZM, Code Gaia, Lucanet, Taxflix, Montech SA). In December 2025 neo Kanzlei secured a mid double-digit million EUR Private Corporate Debt financing arranged by Montega Markets GmbH to fund continued expansion. The firm has been recognized with seven consecutive DATEV 'Digitale Kanzlei' digital excellence certifications, Manager-Magazin 'Deutschlands beste Wirtschaftsprüfer' awards for 2025/2026 and 2026/27, and FOCUS-MONEY 'TOP Steuerberater 2026'.

Name

neo Kanzlei

Legal name

neo Steuerberatungsgesellschaft mbH

Website

https://neo-kanzlei.de

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

101–250 employees

Short description

neo Kanzlei is a German interdisciplinary tax advisory, audit, and consulting firm operating a network of ten Bavarian offices, serving SMEs, family businesses, real estate investors, and private equity clients with integrated Steuerberatung, Wirtschaftsprüfung, and consulting services supported by proprietary digital tools.

Ownership category

akta.pro rank

Product category

Tax, Audit, and Advisory Services

NAICS

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

SIC

Services-Management Services (8741)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Tax advisory services
• Statutory auditing
• Management consulting
• Succession planning
• Transaction advisory

Headquarters

HQ city

Cham

HQ country

Germany

HQ region

Europe

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Steuerberatung (Tax Advisory): Ongoing tax advisory, tax return preparation, and tax planning services billed on a retainer or per-engagement basis per statutory fee schedules (StBVV).
2. Professional Services - Wirtschaftsprüfung (Audit): Statutory and voluntary audit services (annual accounts, HGB/IFRS audits, special audits) billed per engagement.
3. Professional Services - Consulting: Management consulting, M&A/transaction advisory, succession planning, IT consulting, ESG advisory, and legal consulting services billed per engagement or retainer.
4. Buchhaltung (Accounting): Bookkeeping and payroll services, typically billed on a recurring retainer basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

neo Kanzlei is a multi-disciplinary advisory firm offering integrated tax advisory (Steuerberatung), statutory and voluntary auditing (Wirtschaftsprüfung), and consulting services — spanning transaction advisory, succession planning, ESG/sustainability reporting, bookkeeping, and CFO-as-a-Service — to small and medium-sized enterprises, family businesses, real estate investors, private equity funds, and family offices across Germany via 10+ Bavarian offices and a digital delivery model.

Product overview

neo Kanzlei is a multi-disciplinary advisory firm offering a unified portfolio of tax advisory, auditing, and consulting services organized under a partnership network model. The offering comprises three core service pillars (Steuerberatung, Wirtschaftsprüfung, Consulting), twelve specialized focus areas (including Abschlussprüfungen, Steuergestaltung, Transaktionsberatung, Nachhaltigkeitsbericht/ESG, and IT Consulting), six client segments (Immobilien, Private Equity & Family Offices, Familienunternehmen, E-Commerce, Mittelstand, Vereine & Stiftungen), and proprietary software (audit.neo) for digital audit execution. Supporting platforms include the neo Akademie (training), neo Wiki (knowledge management), and the neo Innovation Lab (internal R&D for AI and automation). The firm operates across ten locations in Bavaria and serves clients throughout Germany digitally.

Differentiator

Problem solved

Functional benefit

Brands

• neo :ökosystem: An ecosystem concept for SMEs combining tax advisory, audit, consulting, strategy, culture development, and legal services under one networked umbrella.
• neo :team
• neo :standorte
• neo Innovation Lab
• neo Service Hub

Products and services

• Steuerberatung (Tax Advisory) Comprehensive tax consulting services including tax planning, tax returns, and tax optimization for businesses, including Steuergestaltung (tax structuring). Billed retainer- or per-engagement under StBVV.
• Wirtschaftsprüfung (Auditing) Statutory and voluntary audits including annual financial statement audits, HGB/IFRS audits, special audits, and integrated sustainability/financial audits. Billed per engagement. Delivered using the proprietary audit.neo platform.
• Consulting (Management and Transaction Advisory) Management consulting, strategic consulting, business design, organizational development, business coaching, transaction advisory (M&A due diligence and deal structuring), succession planning (Nachfolgeberatung), expert opinions and valuations, restructuring (Gestaltungsberatung & Umwandlungen), group reporting, ESG/CSRD sustainability reporting, IT consulting and audit, Fördermittelberatung (grant advisory), CFO-as-a-Service, and corporate / tax / real-estate law advisory.
• Buchhaltung (Bookkeeping and Payroll) Recurring bookkeeping and payroll services with digital processes for transparency, efficiency, and security. Typically billed on a recurring retainer basis.
• audit.neo All-in-one digital operating system for statutory and sustainability audits — supports structured planning, execution, and documentation of audit processes, with AI-based data analysis and risk identification. Licensed / distributed via Montech SA.

Quantifiable outcome

• Seven consecutive years awarded 'DATEV Digitale Kanzlei' certification, demonstrating sustained digital leadership
• +3 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability1 record

Feature5 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Johannes Irlbacher (as partner, formerly independent)coreStrategic or Co-development Partner · 1 October 2025Johannes Irlbacher joined as Partner of neo Steuerberatungsgesellschaft München mbH effective 1 October 2025, bringing expertise from the Private Equity sector to expand the Transaction Advisory Service line at the Munich location.
• BAFU – Bayerische Akademie für UnternehmensnachfolgecoreStrategic or Co-development PartnerBAFU is a strategic partner bringing structure, methodological clarity, and deep experience to succession processes. The partnership positions neo Kanzlei to offer holistic succession advisory that combines technical tax and legal expertise with empathetic, human-centered succession planning for family businesses.
• BKZM – Bayerisches Kompetenzzentrum Mittelstand GmbHcoreStrategic or Co-development PartnerBKZM bundles competencies from daily entrepreneurship and makes them directly usable for SMEs. Founder Michael Ulmer's role bridges both organizations, enabling practical, pragmatic support for Mittelstand challenges that complements neo Kanzlei's advisory services.
• Montech SA / audit.neocoreTechnology or Integrationaudit.neo is a specialized digital audit software used by neo Kanzlei's auditors for the structured planning, execution, and documentation of statutory and sustainability audits. It is described as the 'All-in-one operating system' for neo's audit practice, with integrated AI-based data analysis and risk identification features.
• LucanetminorChannel Partner/ Reseller/ DistributorAs a Referral Partner of Lucanet, neo Kanzlei refers clients to Lucanet's Financial Performance Management platform for consolidation, planning, and financial data analysis. This extends neo's advisory capabilities without building proprietary FP&A tools.
• TaxflixcoreStrategic or Co-development PartnerTaxflix is an innovative E-Learning platform for tax law education. neo Kanzlei uses Taxflix for internal employee development and to provide clients with tailored learning content on tax topics. The partnership supports neo's neo Akademie initiative with regularly updated video-based modules.
• Monacha TreuhandminorStrategic or Co-development PartnerIn March 2026, the business activities of Monachia Treuhand-Gesellschaft mbH (a Wirtschaftsprüfungsgesellschaft Steuerberatungsgesellschaft) were integrated into the neo Kanzlei network, expanding its footprint.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Emerging players

• Taxdoo: German TaxTech SaaS platform providing automated VAT and e-commerce tax compliance — not a direct competitor but a disruptive adjacent that could disintermediate part of neo Kanzlei's Buchhaltung and e-commerce tax workflow revenue over time.

Direct peers

• Ebner Stolz: Germany's largest independent mid-market audit/tax/consulting firm with strong Mittelstand and family-business focus — directly comparable in target clientele (SMEs, family businesses, PE portfolio companies) and multi-office regional structure.
• PKF Fasselt Partnerschaft: German mid-market audit/tax/advisory network serving SMEs and family businesses; comparable structure (partner-led, multi-office) and target segments including real estate investors and PE-backed companies.
• Baker Tilly Germany: Mid-market audit, tax, and consulting firm with German Mittelstand and family-business practices — directly comparable target customer base and integrated service model.
• dhpg (Deloitte Mittelstand spin-off network): German mid-market audit/tax/legal network focused on family businesses and Mittelstand; directly comparable target customer and integrated advisory model with strong succession-planning and transaction advisory practices.
• Rödl & Partner: Germany-headquartered international mid-market advisory firm combining tax, audit, legal, and consulting for Mittelstand clients — most direct comparable given similar multi-service model, Mittelstand focus, and bayern-wide / national footprint.
• HLBB (Hays, Lehnert, Leiber, Busch): Germany-focused tax and audit partnership serving owner-managed Mittelstand and family businesses; comparable partner-led, multi-office model and similar focus on real estate, succession, and corporate tax structuring.

Broad incumbents

• Mazars Germany: International audit/tax/advisory network with a focused German Mittelstand practice competing for the same integrated mandates neo Kanzlei offers (audit, tax, transaction, ESG).
• BDO Germany: Top-tier global audit/tax network with a substantial Mittelstand practice in Germany offering audit, tax, advisory, and digital transformation services — comparable as a full-service competitor targeting the same SME and family-business segments.

Others

• Genossenschaftlicher Verbund / DATEV eG cooperative members: DATEV cooperative is the dominant IT/infra backbone for German Steuerberater; the broader cooperative member ecosystem of tax and audit firms using DATEV (and eligible for Digitale Kanzlei awards) competes with neo Kanzlei for the same SME tax compliance mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/neo-kanzlei
• Facebookfacebook.com/neo.Kanzlei

Compliance13 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries9 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 neo Kanzlei