Your practice.
Your life's work. Your moment.
A home for owner-led tax practices that want to hand their life's work over into good hands — with a fair valuation, a protected team and a group built with both advisory and technology DNA.
The profession faces a watershed.
Three developments are hitting German tax advisory at once — and over the next five years they will decide what your practice is worth and who carries it forward.
No succession in sight
Around 40% of all practice owners are over 55. The classic internal handover to a succeeding generation works less and less often — and the skills shortage sharpens the situation year after year.
AI is changing the business
Automation will fundamentally reshape the compliance and filing business. Practices without a clear transformation strategy will lose margin and relevance over the coming years — the question is not if, but when.
The window is open today
The market pays attractive valuations for high-quality practices today. Those who sell from a position of strength — orderly, prepared, without pressure — secure the value of their life's work before consolidation and technology move the multiples.
Not a sell-off. A handover into good hands.
Four commitments that apply to every practice that joins Momentum — regardless of size, region and specialisation.
A fair valuation of your life's work
We value your practice transparently and in line with the market — derived in a way you can follow, with no hidden deductions. You know where you stand before every step of the negotiation.
Your team stays a team
All employees are retained. We invest actively in their development — with training, modern tools and clear career paths within the group.
Clients in the best hands
Continuity is our promise. Familiar contacts stay, and so does personal service — strengthened by digital processes and a broader advisory offering.
Transformation without your own investment
You no longer have to shoulder the digital shift of your practice yourself. We bring the platform, the know-how and the capacity — you benefit from day one.
A handover is not an exit — unless you want it to be.
Many owners want to hand over responsibility for staff, acquisition and compliance — but to keep advising, shaping or mentoring. At Momentum you decide in which role you stay on board.
Stay involved for as long as you like
From an orderly transition over twelve months to an active leadership role in the group — we shape your role around your stage of life, not the other way around.
Keep sharing in the success
Through clearly structured incentive models you stay invested in the growth of your practice and of the whole group. Those who help shape it also participate — fairly, transparently and individually agreed.
Become part of something larger
Instead of consolidating alone, with Momentum you have access to specialised hubs, a shared tech stack and a network of like-minded owners — everything a modern advisory group is made of.
Employees and clients first.
A handover is only a success if the people who carry your practice feel better looked after at the end than they did before. That is the measure we hold ourselves to.
Your employees
- 01Full retention of all employees — no job cuts
- 02Market-rate pay and clear development prospects
- 03Structured training through the Momentum programme
- 04A modern working environment — less routine through automation
- 05Advancement opportunities in a growing group
Your clients
- 01Seamless continuity — no client experiences a drop in quality
- 02Familiar contacts stay on site
- 03An expanded service portfolio up to CFO services
- 04Stronger relationships through digital value-added services
- 05Clear, orderly communication throughout the handover
Five steps. Every one reversible — until you sign.
Click on a step to see the details. Typically 8–10 weeks pass between the first conversation and closing — faster if you want, slower if you need the time.
Initial call
Confidential and non-binding. We get to know your situation. You get to know us. Both sides then decide at their own pace.
What you need to bring: nothing. We listen, put things in context, answer questions. Specific documents are only requested once both sides decide together to take the next step.
Two DNAs. One group.
Most consolidators come from finance or tech. We come from both — and we know the profession from the inside.
We think from the practice outward.
Client relationships, professional ethos, a team that has grown over time. With long-standing experience in building and integrating advisory organisations — and an operational integration partnership with practice insiders.
A platform, not marketing promises.
AI and platform expertise from the core of the group — with experience building and scaling technical platforms that create real efficiency gains rather than just complexity.
Further key roles — operational M&A integration, finance, qualified professionals — are filled and will be introduced to you in person.
We bring the platform. You focus on clients.
You no longer have to shoulder your practice's digital transformation alone — and you don't have to switch off any proven system. We start where technology has the greatest leverage today.
Automation in financial accounting
Receipt capture, posting and account assignment are significantly accelerated by AI-supported methods. Your employees gain time for more demanding work — without having to replace proven core systems such as DATEV.
Client communication rethought
Structured digital channels for exchanging documents, queries and approvals — understandable for every client, secure for the practice. Less email ping-pong, more clear workflows.
Reporting and advice with substance
A clean data foundation as the basis for meaningful analyses, liquidity planning and CFO-level advisory services — an additional revenue source that lies dormant in many practices today.
Security, data protection and compliance
Cybersecurity, GDPR compliance and professional requirements are handled at group level — with standards individual practices can hardly sustain economically on their own.
What owners ask us.
The honest answers to the questions that, in our experience, come first in an initial call — and to the ones that are only voiced late.
Let's talk.
A confidential, non-binding initial call — we listen, put things in context and answer your questions. You decide whether a second step is right for you.
Andreas Heinecke · andreas@sti.ventures