RUEPP & Partner

What RUEPP & Partner does

RUEPP & Partner AG is a privately held Swiss fiduciary (Treuhand) and consulting firm headquartered in Rotkreuz, Canton of Zug, founded in 1993. It operates a multi-entity group comprising RUEPP & Partner AG, Holdener Treuhand AG, Revisan GmbH, and the proprietary digital accounting product clyo, employing 20+ people across the firmengruppe. The firm serves primarily Swiss SMEs and family businesses across German-speaking Switzerland with six service lines: Treuhand (bookkeeping, payroll, financial statement preparation), tax advisory, business consulting, succession planning and M&A advisory, auditing/revisions, and HR/executive recruitment.

The core technology surface is clyo, a proprietary cloud-based accounting platform launched in November 2024 that provides automated receipt recognition, EBICS bank integration, mobile document upload, a digital mailbox, and real-time financial reports. This is supplemented by certified partnerships with Bexio (Silver Partner, supporting ~50 clients), Infoniqa (Sage), and Konterra for credit card and creditor automation, plus a Companymarket partnership for financing-calculator integration in business-sale transactions. The firm holds ISO 9001 and ISO 14001 certifications and operates GDPR-compliant data handling with EU standard contractual clauses.

The business model is professional-services based, with revenue generated from quote-based, scope-driven engagements typically structured as multi-year mandates. GTM is relationship-led and referral-driven, leveraging 30 years of brand presence, industry association memberships (Treuhandsuisse, Swiss Accounting), partner firm referrals, and content marketing through the company blog. The 2024 ownership transition saw Lukas Müller acquire the majority stake from founder Hans-Peter Ruepp, who remains as Deputy CEO and Board Chairman, positioning the firm for a multi-year generational handover while pursuing productization through clyo.

Name

RUEPP & Partner

Legal name

RUEPP & Partner AG

Website

https://ruepp.ch

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

RUEPP & Partner AG is a Swiss fiduciary and consulting firm founded in 1993, headquartered in Rotkreuz, serving SMEs and family businesses across German-speaking Switzerland with bookkeeping, tax advisory, auditing, succession planning, HR consulting, and its proprietary clyo digital accounting platform.

Ownership category

akta.pro rank

Product category

Fiduciary and Business Advisory Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Management Consulting Services (541618), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAAANAF

Trust Administration & Fiduciary Accounting Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAC

Estate Planning & Trust Structuring Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAIAI

Professional Practice Brokerage (Medical/Dental/Legal/Accounting)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Business Brokerage (Buying/Selling Private Businesses)

Keywords

• Fiduciary services
• Business succession planning
• SME tax advisory
• Cloud accounting software
• HR consulting services

Headquarters

HQ city

Rotkreuz

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Treuhand Services: Full-service trust and fiduciary services including bookkeeping, financial statement preparation, payroll administration, and accounting outsourcing for SMEs.
2. Tax Advisory: Tax planning, tax return preparation, negotiations with tax authorities, VAT consulting, withholding tax, and international tax services.
3. Company Consulting: Management consulting, business planning, strategy advisory, organizational consulting, and company optimization services.
4. Succession Planning & Business Sales: M&A advisory for SMEs including business valuations, succession planning, and facilitating business sales (over 10 businesses per year find new owners through their services).
5. Auditing/Revisions: Limited audits, contribution audits, capital increase audits, and liquidation audits.
6. HR Consulting/Recruitment: Personnel recruitment services with strong industry relationships, providing executive search and staffing solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

RUEPP & Partner is a Swiss fiduciary firm based in Rotkreuz offering integrated Treuhand, tax advisory, audit, business consulting, succession planning, and HR consulting services to SMEs and family-owned businesses. The firm pairs traditional fiduciary expertise with its proprietary cloud-based accounting solution "clyo" and channel partnerships with Bexio and Infoniqa (Sage), enabling clients to combine hands-on advisory with digital bookkeeping and payroll workflows.

Product overview

Ruepp & Partner AG operates as a diversified trust and consulting firm established in 1993, offering a portfolio of interconnected services and digital products. The core offering includes traditional trust services (accounting, payroll, tax advisory, auditing) and consulting services (business consulting, succession planning, personnel recruitment). The product portfolio centers on two main digital solutions: clyo (a proprietary automated accounting software for SMEs with AI-powered receipt recognition and bank integration) and Bexio Treuhand services (as a Silver partner providing specialized bookkeeping and business software services). The company also maintains partner firms (Holdener Treuhand AG and Revisan GmbH) that expand the group's service capabilities. All digital products are supported by the company's internal ISO 9001/14001 certified management systems.

Differentiator

Problem solved

Functional benefit

Brands

• clyo: Digital accounting/bookkeeping solution for small and medium-sized enterprises (KMU). Features automated receipt recognition, bank integration via EBICS interface, upload via app, digital mailbox, and real-time financial reports.

Products and services

• Treuhand / Fiduciary Services Outsourced bookkeeping, financial reporting, and fiduciary administration for Swiss SMEs and family-owned businesses.
• Tax Advisory Corporate and individual tax planning, compliance, and advisory for SMEs and their owners.
• Auditing Statutory and voluntary audit services for SMEs and regulated entities in Switzerland.
• Business Consulting / Unternehmensberatung Strategic and operational consulting for SMEs covering structuring, governance, and growth decisions.
• Succession Planning / Nachfolgeplanung Generational and ownership succession advisory for family-owned SMEs and their founders.
• HR Consulting / Lohn- und HR-Beratung HR advisory and payroll processing services for Swiss SMEs, supported by Sage/Infoniqa tooling.
• clyo Cloud Accounting Software Proprietary cloud-based accounting platform developed by RUEPP & Partner, designed for SME bookkeeping, digital workflows, and collaboration with the firm's fiduciary team.

Quantifiable outcome

• 251 external business sales successfully facilitated
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability2 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core, major and minor.

• Holdener Treuhand AGcoreStrategic or Co-development PartnerPart of the Ruepp & Partner firmengruppe. Swiss trust company providing fiduciary services. Phone: +41 (0)41 511 37 20. Website: www.holdener-treuhand.ch
• Revisan GmbHcoreStrategic or Co-development PartnerPart of the Ruepp & Partner firmengruppe. Auditing and assurance services. Phone: +41 (0)41 798 08 50. Website: www.revisan.ch
• clyocoreTechnology or IntegrationDigital accounting solution for SMEs. Proprietary product of the Ruepp & Partner group. Features automated receipt recognition, EBICS bank integration, mobile app, and digital mailbox. Website: www.clyo.ch
• Bexio AGcoreTechnology or IntegrationSilver Partner status. Cloud-based business software for Swiss SMEs. Supports approximately 50 Bexio customers. Website: www.bexio.com. Phone: +41 (0)71 552 00 61
• Infoniqa (Sage)majorTechnology or IntegrationAuthorized Infoniqa (formerly Sage) partner. Provides sales, training, and support for enterprise accounting solutions. Infoline: 0848 868 848. Website: www.infoniqa.com
• CompanymarketminorGTM or Marketing PartnerPartnership for financing calculator integration. Helps buyers calculate purchase capacity and financing for business acquisitions. Website: www.companymarket.ch
• TreuhandsuisseminorOthersSwiss trust association membership for industry representation and best practices. Website: www.treuhandsuisse.ch
• Swiss AccountingminorOthersProfessional accounting association membership. Website: www.swissaccounting.org
• Stilformat GmbHminorOthersMarketing and design partner for photography and video content. Phone: +41 79 618 21 68. Website: www.stilformat.ch

Scale indicators8 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Accounto AG: Swiss digital accounting and tax filing service for SMEs and individuals. Listed as a Ruepp contact, Accounto competes in the same SME bookkeeping and tax compliance niche, often partnering with traditional Treuhand firms like Ruepp.
• Bexio AG: Swiss cloud-based business software for SMEs covering accounting, invoicing, and payroll. Ruepp is a Bexio Silver Partner supporting ~50 Bexio customers, making Bexio both a partner and a directly comparable SME accounting player.
• Holdener Treuhand AG: Sister company within the Ruepp firmengruppe providing the same Swiss fiduciary service set. Highly comparable in customer profile (SMEs and families), service portfolio, and geographic focus.
• Infoniqa (Sage): Authorized Sage/Infoniqa partner relationship makes Infoniqa both a software supplier and a directly comparable player in Swiss SME ERP and HR/accounting, often bundled with Treuhand services.
• Abacus Research AG: Swiss-developed ERP and accounting software widely used by Swiss SMEs alongside Treuhand firms. Competes for the same SME IT budget that Ruepp addresses through clyo and Bexio integration.
• Companymarket AG: Swiss marketplace and financing-calculator platform for SME business sales and acquisitions. Directly comparable to Ruepp's Nachfolgeregelungen & Firmenverkäufe line, where Companymarket is a GTM partner.

Broad incumbents

• KPMG Switzerland: Big-4 advisory firm with Swiss fiduciary, tax, and audit practices serving mid-market and large enterprises. Broader portfolio and deeper resources than Ruepp, but overlapping service lines in tax, audit, and succession.
• BDO Switzerland: Mid-tier international advisory firm with strong Swiss presence in audit, tax, and consulting for SMEs and family businesses. Competes with Ruepp in the same SME fiduciary and tax segment, especially in succession planning.
• Michael Page Switzerland: Global recruitment firm with a strong Swiss executive search practice. Comparable to Ruepp's Personalberatung service line, but at greater scale and broader industry coverage.

Others

• Treuhand Suisse (industry association): Swiss Treuhand industry association of which Ruepp is a member. Comparable as an ecosystem and standards body rather than a direct competitor, but membership provides insight into peer firms and industry benchmarks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ruepp.partner
• LinkedInlinkedin.com/company/rueppundpartnerag

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 RUEPP & Partner