Tax & CFO advisory for startups:
    Strategic and operational from €250/hour

    Series-A preparation, Live-BWA controlling, Holding structuring, ESOP/VSOP setup, internationalization — licensed Steuerberater plus CFO-operator expertise from prior startup roles.

    Strategic Financial Services

    Why Choose Our Advisory Services?

    Senior advice that moves decisions forward without slowing execution.

    Series-A preparation, Live-BWA controlling, Holding structuring, ESOP/VSOP setup, internationalization — licensed Steuerberater plus CFO-operator expertise from prior startup roles.

    Proven Experience

    Senior advisors with decades of experience in finance, tax, and strategic planning across industries

    Industry Knowledge

    Deep understanding of tech, SaaS, and growth company dynamics with relevant market insights

    Practical Approach

    Actionable recommendations that can be implemented immediately to drive measurable results

    Trusted by Germany's fastest-growing companies

    PHLAIR
    Voize
    Pyne
    Edgeless Systems
    dltHub
    Deltia.ai

    How we work

    Founder-first guidance with clear deliverables at every step.

    Step 1

    Scope the priorities

    Align on goals, timelines, and the critical financial questions.

    Step 2

    Build the model

    Forecasts, scenarios, and tax implications you can act on.

    Step 3

    Execute and iterate

    Decision support through fundraising, M&A, and growth phases.

    Strategic Financial Services

    Expert guidance for complex financial and tax decisions

    Hands-on advisory to model scenarios, support fundraising, and make tax-smart decisions without slowing execution.

    💰Tax Planning & Strategy
    📈Financial Modeling
    💸Fundraising Support
    🤝M&A Support
    💰

    Tax Planning & Strategy

    Comprehensive tax planning to minimize liabilities and optimize your tax position for sustainable growth

    📈

    Financial Modeling

    Build robust financial models for fundraising, strategic planning, and investment decision-making

    💸

    Fundraising Support

    Due diligence preparation, investor relations, and financial structuring for successful funding rounds

    🤝

    M&A Support

    Merger and acquisition advisory, valuation analysis, and transaction structuring guidance

    Our Advisory Leadership

    Meet the leaders who guide our tax and CFO advisory services with decades of expertise.

    Dr. Udo Bork - Tax Advisory Lead

    Dr. Udo Bork

    Tax Advisory Lead

    Expert German tax advisor and APX co-founder specializing in startup tax optimization and complex structuring.

    • 30+ years as certified German tax advisor (Steuerberater)
    • Former partner at major German tax advisory firm
    • Deep startup experience
    Niels Denefleh - CFO Advisory Lead

    Niels Denefleh

    CFO Advisory Lead

    Seasoned startup operator and VC executive driving financial strategy and operational excellence across growth stages.

    • 20+ years in executive and founder roles
    • Proven track record across early to late-stage startups
    • Extensive VC fund operational experience

    Advisory Pricing

    Transparent pricing for strategic financial guidance

    Strategic or Tactical Tax and CFO Advisory

    Hourly price for Tax- or CFO-consulting

    Strategic or Tactical Tax and CFO Advisory

    Hourly price for Tax- or CFO-consulting

    €250/hour

    Example Project Budgets

    Typical ranges depending on scope and complexity

    Startup Tax Optimization

    €2,000 - €4,000

    Tax-efficient business structure setup, VAT registration, and R&D tax credit analysis for early-stage companies (8-16 hours)

    Series A Financial Model

    €7,500 - €12,500

    Comprehensive financial model for fundraising, investor materials preparation, and tax implications analysis for €2-5M funding round (30-50 hours)

    M&A Transaction Support

    €20,000 - €40,000

    Complete M&A support including due diligence, deal structuring, tax optimization, and post-merger integration planning for €10M+ transactions (80-160 hours)

    What does APX Advisory cost?

    €250 per hour, project-based. Free 30-min scoping call upfront. Binding hours estimate before kickoff. No retainer minimums, no monthly commitments.

    Typical engagements

    Holding structuring before Series A. ESOP/VSOP setup for the first 10+ employees. US-subsidiary compliance + transfer pricing. Quality of Earnings before investor DD. M&A tax support (sell-side & buy-side).

    Your advisory team

    Licensed Steuerberater plus CFO operators from prior startup roles. No generalists, no account manager in between — directly reachable via Slack.

    Frequently asked questions

    What is Tax & CFO Advisory at APX?
    Advisory on strategic and operational tax, finance, and holding topics — beyond the day-to-day bookkeeping. Typical triggers: holding structuring, ESOP/VSOP setup, Series-A preparation, internationalization, M&A support, tax optimization.
    What does APX Advisory cost?
    €250 per hour, project-based. We start with a free 30-min call to scope the project and give a binding hours estimate before kickoff. No hidden retainers, no minimum engagement term.
    When should I engage Tax & CFO Advisory?
    Before major structural decisions — holding setup, Series-A prep, employee participation (ESOP/VSOP), internationalization (US subsidiary, OSS-VAT), exit preparation. The earlier you engage, the more tax optimization is possible.
    Am I working with a tax advisor or a generic CFO service?
    Both. APX is a licensed Steuerberatungs-Gesellschaft with registered Steuerberater (tax-lawyer background where relevant), plus CFO-operator expertise from prior startup roles.
    Does APX handle fundraising preparation?
    Yes. We prepare Quality of Earnings reports, model ARR/MRR schedules and deferred-revenue treatment, review data-room contents, and brief teams for investor calls.
    Who is my point of contact for Advisory?
    The responsible Steuerberater plus a CFO operator from APX. Communication runs through Slack — no account manager in between.
    Does APX handle M&A support?
    Yes. Sell-side: tax-DD preparation, structuring advice. Buy-side: tax-DD, post-merger integration. For complex cases we collaborate with specialized M&A advisors.
    Can I use Advisory without ongoing bookkeeping at APX?
    Yes — Tax & CFO Advisory is available standalone. Combining it with bookkeeping is often more efficient because we then have direct access to up-to-date numbers and can move faster.

    Ready for Strategic Growth?

    Get expert financial and tax guidance to accelerate your business success.

    Trusted by Germany's fastest-growing companies

    PHLAIR
    Voize
    Pyne
    Edgeless Systems
    dltHub
    Deltia.ai