CONVISA

What CONVISA does

CONVISA is a Swiss integrated consulting, auditing, and fiduciary services firm founded in 1960 in Schwyz by Robert Annen and Karl Bolfing, currently managed by the second and third generation of partners. The firm operates through two legal entities — CONVISA AG (consulting, tax, legal, accounting, payroll, and pension advisory) and CONVISA Revisions AG (audit subsidiary, holding RAB license Reg. No. 502414 since 2009) — and runs three offices in Schwyz (headquarters), Altdorf, and Pfäffikon. It serves roughly 50 employees, including 19 qualified tax and fiduciary experts, auditors, and lawyers, and manages approximately 250 auditing mandates for SMEs, family businesses, high-net-worth individuals, and NPOs/foundations in Central Switzerland and the Lake Zurich region.

The firm's revenue model is professional services fee-based, with each mandate individually scoped and priced rather than productized. Seven core service lines (business consulting, tax advice, legal advice, auditing, accounting/bookkeeping, salary administration/social security, and employee benefits/pension advisory) are delivered through dedicated mandate managers, supported by cloud accounting platforms (Infoniqa ONE 50, bexio), a proprietary in-house booking tool called Transcon, a Comed AG-provided Datentransfer solution for large file exchange, and TeamViewer for remote support. Distribution is exclusively direct, with no reseller or marketplace channels; client acquisition is driven by personal referrals, multi-generational client relationships, industry events (LEA Global, CTA, HEV), content marketing (annual FOKUS publication, Fachmitteilungen), and LinkedIn presence. International scope is enabled through affiliate networks (LEA Global, CTA, IFA, German-Swiss Chamber of Commerce) rather than owned foreign offices. Revenue is not publicly disclosed, and the firm remains privately held with no external investment, VC, or PE backing identified.

Name

CONVISA

Legal name

CONVISA AG

Website

https://convisa.ch

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

CONVISA is a Swiss fiduciary, tax, legal, audit, and accounting firm founded in 1960, serving SMEs, family businesses, HNW individuals, and NPOs across Central Switzerland and Lake Zurich through three offices and approximately 50 qualified staff.

Ownership category

akta.pro rank

Headquarters

HQ city

Schwyz

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Consulting: Cross-divisional consulting services including corporate restructuring, succession planning, strategic advice, and management consulting for SMEs. Revenue generated through professional service fees, typically project-based or retainer arrangements.
2. Tax Advisory: Tax preparation, tax representation, and strategic tax planning services for individuals and legal entities. Includes international tax planning, real estate tax advice, and pension provision tax optimization.
3. Legal Advice: Legal consultation services covering commercial law, corporate law, contract law, inheritance law, and foundation law. Provided in coordination with mandate managers for comprehensive client service.
4. Auditing Services: Annual audits of AG, GmbH, cooperatives, foundations including pension funds and NPOs. Special audits for establishments, capital changes, mergers and liquidations. Conducted by CONVISA Revisions AG with RAB registration.
5. Accounting / Bookkeeping: Full-service accounting including system setup, financial statement preparation, VAT statements, and group accounting. Can be delivered through web-based platforms (Infoniqa ONE 50, bexio) or traditional methods.
6. Payroll Administration / Social Security: Payroll account management, wage statements, social security declarations, withholding tax settlements, and social security advice including international issues.
7. Employee Benefits / Pension Fund Advice: Pension fund consulting including foundation bookkeeping, plan establishment, legal and tax advice for pension plans, insurance coverage assessment, and retirement planning.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CONVISA is a partnership-based Swiss consulting, fiduciary, and auditing firm that provides integrated advisory services for SMEs through seven core practice areas: business consulting, tax advisory, legal advice, auditing, accounting and bookkeeping, salary administration / social security, and employee benefits / pension fund consulting. Operating through CONVISA AG and the licensed audit subsidiary CONVISA Revisions AG, the firm serves family businesses, entrepreneurs, high net worth individuals, non-profit organizations, and foundations across Central Switzerland and the Lake Zurich region from offices in Schwyz, Altdorf, and Pfäffikon.

Product overview

CONVISA is an integrated consulting, auditing, and fiduciary services firm operating as CONVISA AG and CONVISA Revisions AG. The firm offers seven core service lines: Business Consulting, Tax Advice, Legal Advice, Auditing, Accounting/Bookkeeping, Salary Administration, and Employee Benefits Advice. Supporting these services, CONVISA provides access to third-party accounting software platforms (Infoniqa ONE 50 and bexio) and its proprietary Transcon booking system. The firm also publishes annual and periodic professional publications including FOKUS and EXPERT Info. With approximately 50 employees managing around 250 auditing mandates, CONVISA serves SMEs in Central Switzerland and the Lake Zurich region.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consulting Interdisciplinary consulting for entrepreneurial decisions including corporate restructuring, succession planning, owner advice, strategy development, controlling systems, company valuations, and ICS/risk management support for SMEs and family businesses.
• Tax Advice Operational and strategic national/international tax planning, tax declarations, tax representation, restructuring advice, real estate taxation, pension optimization, and transfer pricing for SMEs, individuals, and legal entities.
• Legal Advice Legal services covering corporate law, contract law, restructurings, acquisitions, succession planning, inheritance law, foundation law, and estate execution, coordinated with mandate managers.
• Auditing Annual audits of AG, GmbH, cooperatives, and foundations including pension funds and NPOs; group audits (consolidations); special audits for establishments, capital changes, mergers, and liquidations; foundation audits under FER and ZEWO standards.
• Accounting / Bookkeeping Full-service accounting including system setup, financial accounting management, outsourcing, financial statement evaluation, VAT statements, fiscal representation, and group accounting, delivered through cloud platforms or traditional methods.
• Salary Administration / Social Security Payroll administration including wage statements, social security notifications, international social security advice, permit clarification, expense regulations, compensation models, and pay equity analysis.
• Employee Benefits Advice Pension fund consulting including foundation bookkeeping, plan establishment and reorganization, insurance coverage assessment, and retirement planning for SMEs.

Quantifiable outcome

• Serving family businesses through four generations of client relationships
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• LEA GlobalcoreStrategic or Co-development PartnerLEA Global brings together leading accounting and consulting firms into a loose association for knowledge sharing, collaboration, and pursuit of common goals. CONVISA leverages LEA partners to serve SME clients with international connections and cross-border issues.
• Corporate Tax Alliance (CTA)coreStrategic or Co-development PartnerGlobal network of quality-driven tax professionals specialized in international corporate taxation, working in smaller independent tax practices. CONVISA participates in CTA meetings and leverages the network for high-level corporate tax consulting.
• International Fiscal Association (IFA)minorStrategic or Co-development PartnerLeading global NGO concerned with international tax law issues. IFA has country groups in over 60 countries with nearly 12,000 members. IFA Switzerland represents Swiss members within the framework of IFA.
• German-Swiss Chamber of Commerce (Handelskammer DE-CH)minorStrategic or Co-development PartnerInstitution for economic relations between Germany and Switzerland/Liechtenstein for over 100 years. Part of global network of foreign chambers. Provides specialized experts for first-class services in economic matters.
• EXPERTsuissecoreStrategic or Co-development PartnerSwiss association of experts in auditing, taxation and fiduciary services. EXPERTsuisse educates, supports and represents federally certified experts. CONVISA is a member fulfilling annual professional requirements.
• SRO-TREUHAND|SUISSEcoreStrategic or Co-development PartnerSelf-regulatory organization under Art. 24 of the Federal Act on Combating Money Laundering and Terrorist Financing. Open to members of TREUHAND|SUISSE, EXPERTsuisse, veb, and SVIT. CONVISA fulfills legal requirements of the Money Laundering Act through this affiliation.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• BDO Switzerland: One of Switzerland's largest audit, tax, and advisory firms serving SMEs, mid-market, and large corporates. Overlaps with CONVISA across all major service lines but operates at significantly greater scale and national footprint.
• Mazars Switzerland: International audit, tax, and advisory firm with Swiss offices providing integrated services to SMEs and mid-market clients. Comparable service portfolio to CONVISA but with much broader geographic and resource reach.
• PricewaterhouseCoopers' Mittelstand practice: PwC's dedicated Swiss mid-market/SME segment competes directly with CONVISA for SME audit and advisory mandates. Operates at vastly greater scale but targets the same client profile of Swiss SMEs and family businesses.
• PwC Switzerland: Big Four firm offering audit, tax, legal, and consulting to Swiss SMEs and family-owned businesses. Comparable capability set to CONVISA across tax, audit, and advisory, with significantly larger scale and resources.
• EY Switzerland: Big Four firm with a strong Swiss private and mid-market practice serving family businesses and SMEs. Directly comparable to CONVISA in target client (Swiss SMEs, family enterprises) and service mix (audit, tax, advisory).
• KPMG Switzerland: Big Four firm providing audit, tax, legal, and advisory services to Swiss SMEs through dedicated mid-market practices. Operates as a broad incumbent overlapping with CONVISA's service set, particularly in audit and tax.

Direct peers

• Treuhand- und Revisionsgesellschaft Mattig-Suter Partner: Swiss mid-sized fiduciary and audit firm based in central Switzerland serving SMEs and NPOs. Highly comparable to CONVISA in service portfolio (audit, tax, fiduciary, consulting), scale, and Swiss SME/NPO target market.
• Hüsser & Partner Treuhand: Regional Swiss fiduciary firm offering tax, audit, accounting, and business consulting to SMEs. Comparable to CONVISA in service mix and mid-sized Swiss regional positioning, though more narrowly focused.
• OBT AG: Mid-sized Swiss audit, tax, and consulting firm serving SMEs and NPOs across multiple Swiss locations. Closely comparable to CONVISA in service mix (audit, tax, fiduciary, consulting) and target market (Swiss SMEs and foundations), with similar scale.

Emerging players

• VISCHER AG: Swiss law firm with strong tax and corporate practice serving SMEs and family businesses. Overlaps with CONVISA's legal and tax advisory offerings for Swiss SMEs, particularly in succession and restructuring mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/convisa-ag

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

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 CONVISA