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Sarl Sermorens Consultants

Full company profile

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Namestring
Sarl Sermorens Consultants
Legal namestring
Sarl Sermorens Consultants
Websiteurl
sermorens.com
Company typeenum
Private
Founded yearint
1996
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersLa Murette, France
HQ citystring
La Murette
HQ countrystring
France
HQ regionstring
Europe
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting services, tax advisory, business consulting, payroll management, wealth management
Industry2 codes
PRIMARYFSAAACAB
Financial Planning–Led RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
SECONDARYFSAAACAD
Tax-Focused Wealth Management RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
NAICS code2 codes
  • Offices of Certified Public Accountants541211
  • Portfolio Management and Investment Advice523940
SIC code2 codes
  • Services-Management Consulting Services8742
  • Investment Advice6282
Product category
Accounting and Business Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Professional Accounting and Advisory Services
TypeProfessional Services
Description

Fees for accounting, tax advisory, business creation, management, and wealth management services provided to entrepreneurs and SMEs

sermorens.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Free initial consultation
ModelOtherBilling cadenceOne-time
Notes

Premier rendez-vous conseils gratuit — first consultation offered at no cost to prospect new clients

sermorens.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Sarl Sermorens Consultants is a French cabinet d'expertise comptable providing accounting, tax advisory, payroll, management control, business creation support, and wealth management services. The firm supports entrepreneurs and small-to-medium businesses across the full business lifecycle — from creation and structuring, through daily management and development, to sale, transmission, and personal wealth planning.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Sarl Sermorens Consultants is a traditional accounting and business advisory firm offering a unified portfolio of professional services for entrepreneurs. The core service offerings include: Création d'entreprise (business creation), Pilotage d'entreprise (business management), Développement d'entreprise (business development), Cession et transmission d'entreprise (business sale/transfer), and Gestion de patrimoine (wealth management). These core services are supplemented by specialized sub-services including Business Plan creation, Legal Status (Statut Juridique) advisory, and Financing Search (Recherche de financements). The firm also provides educational resources including guides, simulators, and Excel templates, as well as training programs. All services are delivered through face-to-face consultations at their offices in Grenoble and Voiron, with no SaaS platform or API-based products.

Product and service1 record
1Création d'entreprise (Business Creation)
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
Strategic tierCoreTypeTechnology or Integration
Description

Provides accounting software (Cegid) and invoicing solutions (Cegid Devis Factures) used for client accounting management and document storage through the client portal.

Strategic tierCoreTypeTechnology or Integration
Description

Provides enterprise accounting software (Cegid Quadra) for accounting management, integrated into the client portal for seamless access.

Strategic tierCoreTypeTechnology or Integration
Description

Proprietary document deposition and GED (Gestion Electronique des Documents) solution used by clients for document exchange with the cabinet.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Big Four professional services firm in France with audit, consulting, tax, and advisory practices. Comparable in providing accounting and business advisory but with national/international scale well beyond Sermorens's regional footprint.

TypeDirect peer
Description

French associative network of accounting and advisory firms specialized in agriculture, artisans, commerce, and small business. Comparable as a multi-office French accounting firm serving entrepreneurs and TPE/PME with lifecycle services.

TypeDirect peer
Description

French member of Grant Thornton's global mid-tier accounting network serving SMEs, family-owned businesses, and entrepreneurs. Comparable in mid-tier accounting positioning and advisory support across business creation, growth, and transfer.

TypeBroad incumbent
Description

Big Four firm in France providing audit, tax, and advisory services to SMBs, mid-market, and large enterprises. Comparable in chartered-accountant heritage and SME advisory offerings, though it operates across France and globally.

TypeDirect peer
Description

French member of the global BDO accounting network, serving SMEs, mid-market, and entrepreneurs with audit, tax, and advisory services. Comparable in advisor-led professional services and lifecycle support for entrepreneurial clients.

TypeDirect peer
Description

French mid-tier accounting and consulting network with strong regional branches serving SMEs and entrepreneurs across France. Directly comparable in target customer (TPE/PME), service mix (accounting, tax, advisory), and regional office model.

TypeBroad incumbent
Description

Big Four professional services firm in France offering audit, tax, and advisory to enterprises and SMEs. Comparable as an accounting and tax advisory competitor but serves a broader client portfolio well beyond Sermorens's TPE/PME niche.

TypeEmerging player
Description

French cloud-based accounting and financial management platform built for entrepreneurs and SMBs, automating bookkeeping and connecting directly with expert accountants. Comparable in target customer (French entrepreneurs/SMBs) and overlaps with Sermorens's bookkeeping and tax service lines.

TypeDirect peer
Description

Major French accounting, legal, and business advisory group with extensive branch network serving SMBs and entrepreneurs nationwide. Comparable in service breadth (accounting, tax, payroll, wealth), customer segment, and physical-branch delivery model.

TypeDirect peer
Description

French mid-tier audit, accounting, and advisory firm serving SMEs and mid-market companies. Comparable in professional services delivery model, advisor-client relationships, and full-lifecycle business services including creation, management, and transfer.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration4 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Sarl Sermorens Consultants

Accounting and Business Advisory Servicessermorens.com

Sarl Sermorens Consultants firmographics

Firmographics
Name
Sarl Sermorens Consultants
Legal name
Sarl Sermorens Consultants
Website
https://sermorens.com
Company type
Private
Founded year
1996
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Sarl Sermorens Consultants industry classification

Industry
Product category
Accounting and Business Advisory Services
NAICS
Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)
SIC
Services-Management Consulting Services (8742), Investment Advice (6282)
akta.pro industry
PRIMARYFSAAACAB
Financial Planning–Led RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
SECONDARYFSAAACAD
Tax-Focused Wealth Management RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

  • Accounting services
  • Tax advisory
  • Business consulting
  • Payroll management
  • Wealth management

Where Sarl Sermorens Consultants is headquartered

Location

Headquarters

HQ city
La Murette
HQ country
France
HQ region
Europe

Offices3 records

Markets served

Sarl Sermorens Consultants business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Professional Accounting and Advisory Services: Fees for accounting, tax advisory, business creation, management, and wealth management services provided to entrepreneurs and SMEs

Pricing tiers

ModelBillingPrice
OtherOne-timeFree initial consultation

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Sarl Sermorens Consultants product offering

Product offering

Core offering

Sarl Sermorens Consultants is a French cabinet d'expertise comptable providing accounting, tax advisory, payroll, management control, business creation support, and wealth management services. The firm supports entrepreneurs and small-to-medium businesses across the full business lifecycle — from creation and structuring, through daily management and development, to sale, transmission, and personal wealth planning.

Product overview

Sarl Sermorens Consultants is a traditional accounting and business advisory firm offering a unified portfolio of professional services for entrepreneurs. The core service offerings include: Création d'entreprise (business creation), Pilotage d'entreprise (business management), Développement d'entreprise (business development), Cession et transmission d'entreprise (business sale/transfer), and Gestion de patrimoine (wealth management). These core services are supplemented by specialized sub-services including Business Plan creation, Legal Status (Statut Juridique) advisory, and Financing Search (Recherche de financements). The firm also provides educational resources including guides, simulators, and Excel templates, as well as training programs. All services are delivered through face-to-face consultations at their offices in Grenoble and Voiron, with no SaaS platform or API-based products.

Differentiator

Problem solved

Functional benefit

Products and services

  • Création d'entreprise (Business Creation)

Companies that use Sarl Sermorens Consultants

Customer profile

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Sarl Sermorens Consultants technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Sarl Sermorens Consultants partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

  • CegidcoreTechnology or IntegrationProvides accounting software (Cegid) and invoicing solutions (Cegid Devis Factures) used for client accounting management and document storage through the client portal.
  • Cegid QuadracoreTechnology or IntegrationProvides enterprise accounting software (Cegid Quadra) for accounting management, integrated into the client portal for seamless access.
  • SermoboxcoreTechnology or IntegrationProprietary document deposition and GED (Gestion Electronique des Documents) solution used by clients for document exchange with the cabinet.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Sarl Sermorens Consultants competitors and assessment

Company assessment

Broad incumbents

  • Deloitte France: Big Four professional services firm in France with audit, consulting, tax, and advisory practices. Comparable in providing accounting and business advisory but with national/international scale well beyond Sermorens's regional footprint.
  • PwC France: Big Four firm in France providing audit, tax, and advisory services to SMBs, mid-market, and large enterprises. Comparable in chartered-accountant heritage and SME advisory offerings, though it operates across France and globally.
  • KPMG France: Big Four professional services firm in France offering audit, tax, and advisory to enterprises and SMEs. Comparable as an accounting and tax advisory competitor but serves a broader client portfolio well beyond Sermorens's TPE/PME niche.

Direct peers

  • Cerfrance: French associative network of accounting and advisory firms specialized in agriculture, artisans, commerce, and small business. Comparable as a multi-office French accounting firm serving entrepreneurs and TPE/PME with lifecycle services.
  • Grant Thornton France: French member of Grant Thornton's global mid-tier accounting network serving SMEs, family-owned businesses, and entrepreneurs. Comparable in mid-tier accounting positioning and advisory support across business creation, growth, and transfer.
  • BDO France: French member of the global BDO accounting network, serving SMEs, mid-market, and entrepreneurs with audit, tax, and advisory services. Comparable in advisor-led professional services and lifecycle support for entrepreneurial clients.
  • In Extenso: French mid-tier accounting and consulting network with strong regional branches serving SMEs and entrepreneurs across France. Directly comparable in target customer (TPE/PME), service mix (accounting, tax, advisory), and regional office model.
  • Fiducial: Major French accounting, legal, and business advisory group with extensive branch network serving SMBs and entrepreneurs nationwide. Comparable in service breadth (accounting, tax, payroll, wealth), customer segment, and physical-branch delivery model.
  • Baker Tilly France: French mid-tier audit, accounting, and advisory firm serving SMEs and mid-market companies. Comparable in professional services delivery model, advisor-client relationships, and full-lifecycle business services including creation, management, and transfer.

Emerging players

  • Pennylane: French cloud-based accounting and financial management platform built for entrepreneurs and SMBs, automating bookkeeping and connecting directly with expert accountants. Comparable in target customer (French entrepreneurs/SMBs) and overlaps with Sermorens's bookkeeping and tax service lines.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights7 records

Customer concentration

Sarl Sermorens Consultants social profiles

Digital presence

Sarl Sermorens Consultants financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Sarl Sermorens Consultants leadership team

Management profile

Number of profiles

Profiles2 records

Sarl Sermorens Consultants funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Sarl Sermorens Consultants M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sarl Sermorens Consultants

What does Sarl Sermorens Consultants do?

Sarl Sermorens Consultants is a French cabinet d'expertise comptable providing accounting, tax advisory, payroll, management control, business creation support, and wealth management services. The firm supports entrepreneurs and small-to-medium businesses across the full business lifecycle — from creation and structuring, through daily management and development, to sale, transmission, and personal wealth planning.

Is Sarl Sermorens Consultants a public or private company?

Sarl Sermorens Consultants is a private company. It is classified as family owned and is currently operating.

When was Sarl Sermorens Consultants founded?

Sarl Sermorens Consultants was founded in 1996. It employs 11 to 50 people.

Where is Sarl Sermorens Consultants based?

Sarl Sermorens Consultants is headquartered in La Murette, France, in the Europe region.

How does Sarl Sermorens Consultants make money?

One revenue line is on record: professional Accounting and Advisory Services.

Who are Sarl Sermorens Consultants's main competitors?

Broad incumbents on record are Deloitte France, PwC France and KPMG France. Direct peers are Cerfrance, Grant Thornton France, BDO France, In Extenso, Fiducial and Baker Tilly France. Pennylane is listed as an emerging player.

Does Sarl Sermorens Consultants have an API?

No public API is recorded for Sarl Sermorens Consultants.

What industry is Sarl Sermorens Consultants in?

Sarl Sermorens Consultants's product category is Accounting and Business Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 541211 and its SIC code is 8742.

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