B+A Treuhand

Name

B+A Treuhand

Legal name

B & A Treuhand AG

Website

https://ba-treuhand.ch

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Cham

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. Recurring Advisory and Compliance Services: Ongoing accounting, payroll administration, and tax compliance services billed on a recurring basis for a stable client portfolio of 400+ dental and medical practices.
2. Project-Based Consulting: One-time engagements for practice startup, acquisition analysis, succession planning, and financial restructuring.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

B+A Treuhand AG provides specialized fiduciary, accounting, payroll administration, and tax advisory services exclusively for dental and medical practices in Switzerland. The firm supports practitioners through the full lifecycle of their practice — from startup and acquisition coaching, through ongoing financial bookkeeping and monthly salary administration (around 2,000 monthly salary calculations), to tax, pension and financial advisory, and finally succession planning. With more than 400 dental practices and around 100 medical practices served, B+A Treuhand positions itself as the Swiss market leader in trust services for healthcare practitioners.

Product overview

B+A Treuhand AG is a leading Swiss trust and advisory firm specializing in dental and medical practices since 1979. The company operates as a single integrated service offering rather than a modular platform, providing four core service areas: Startup Coaching (practice establishment and acquisition advisory), Buchhaltung & Saläradministration (accounting and payroll processing of approximately 1,800 monthly salary calculations), Steuer-, Vorsorge- und Finanzberatung (tax, pension, and financial consulting), and Coaching Nachfolgeregelung (succession planning). The firm serves over 400 dental and medical practices across Switzerland and produces the B+A Info monthly newsletter with regulatory updates.

Differentiator

Problem solved

Functional benefit

Products and services

• Startup Coaching (Praxisgründung und Praxisübernahme)

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Swiss Dental Association (SSO)coreOthersPartnership with Schweizerische Zahnärzte-Gesellschaft SSO. B+A Treuhand provides specialized trust services aligned with SSO standards and has developed SSO-compliant chart of accounts for dental practices.
• Mediservice (VSAO)minorOthersPartnership with Mediservice, the VSAO service organization for medical practice services.
• MedviaminorOthersPartnership with Medvia, a healthcare industry association.
• TREUHAND|SUISSEcoreOthersMember of TREUHAND|SUISSE, the Swiss trust industry association, demonstrating professional standards and industry recognition.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• BDO Switzerland: BDO Switzerland is one of the largest Swiss audit, tax, and advisory firms with a dedicated healthcare practice serving medical and dental practices. Comparable to B+A Treuhand as a fiduciary/advisory provider to Swiss healthcare practitioners, but operating at significantly larger scale and broader scope.
• EY Switzerland: EY Switzerland offers tax, advisory, and transaction services to healthcare clients, including dental and medical practice owners navigating succession and M&A. Comparable to B+A's advisory and succession services but at a national/international scale with broader portfolio offerings.
• Deloitte Switzerland: Deloitte Switzerland provides tax consulting, financial advisory, and consulting services with a healthcare industry group serving physicians and dentists. Comparable to B+A in serving dental/medical practices with tax and advisory needs, but typically targets larger group practices and corporate healthcare clients.
• Grant Thornton Switzerland: Grant Thornton Switzerland is a mid-tier advisory firm offering tax, audit, and consulting services to Swiss SMEs including healthcare practices. Comparable to B+A in serving owner-managed practices with compliance and advisory needs, though at a broader industry scope.
• PwC Switzerland: PwC Switzerland provides tax, legal, and advisory services to the Swiss healthcare sector, including practice succession and tax optimization for medical professionals. Comparable to B+A in service mix but addresses a much larger and more diverse client base.
• RSM Switzerland: RSM Switzerland is a mid-tier audit and advisory network providing tax, accounting, and consulting services to SMEs including healthcare practices. Comparable to B+A in targeting owner-managed Swiss businesses with trust and compliance needs, though with broader industry coverage.
• Forvis Mazars Switzerland: Mazars Switzerland (now Forvis Mazars) provides audit, tax, and advisory services with experience serving medical and dental practices in Switzerland. Comparable to B+A's professional services for healthcare practitioners, particularly for cross-border and succession planning mandates.
• KPMG Switzerland: KPMG Switzerland is a Big Four firm offering audit, tax, and advisory services to healthcare providers including dental and medical practices. Overlaps with B+A Treuhand's service offering but serves larger practice groups and hospital systems rather than specializing in independent dental practices.

Direct peers

• HLB Switzerland: HLB Switzerland is a network of independent Swiss fiduciary and accounting firms providing tax, audit, and advisory services to SMEs including healthcare clients. Most direct structural peer to B+A Treuhand as a partnership-based fiduciary firm serving Swiss owner-managed businesses.

Others

• Treuhand Suisse Member Firms: TREUHAND|SUISSE is the Swiss fiduciary industry association of which B+A is a member; its member firms collectively represent the competitive landscape for Swiss trust services to dental and medical practices. Comparable as the broader ecosystem of specialized Swiss Treuhand firms competing for the same healthcare client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ba-treuhand

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 B+A Treuhand