Bättig Treuhand AG

Name

Bättig Treuhand AG

Legal name

Bättig Treuhand AG

Website

https://baettig.ch

Company type

Private

Founded year

1954

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Fiduciary and Audit Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Lawyers (541110), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Legal Services (8111), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)

Keywords

• Fiduciary services
• Tax consulting
• Accounting services
• Audit services
• Inheritance law

Headquarters

HQ city

Luzern

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fiduciary and Professional Services: Revenue generated from providing professional fiduciary services including tax consulting, accounting, payroll administration, audits, business consultancy, inheritance law, real estate services, and foundation management. Services are delivered on a professional services basis with ongoing client relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Bättig Treuhand AG is a Swiss fiduciary firm providing tax advisory, financial accounting, payroll/HR administration, statutory and special audits, business consultancy, inheritance and estate law, real estate brokerage, and foundation management services. It supports both private individuals (wills, patient directives, estate execution) and business clients (audits, accounting, M&A and succession consulting), with RAB authorization to conduct limited and ordinary audits. The firm also serves municipalities and KESB authorities with official liquidations, estate proceedings, and notarial support.

Product overview

Bättig Treuhand AG offers a suite of fiduciary services organized around eight core product areas: Taxes (Steuern), Finances/Accounting (Finanzen), Audits (Revisionen), Business Consultancy (Unternehmensberatung), Inheritance Law (Erbrecht), Real Estate (Immobilien), Foundations (Stiftungen), and Care Mandate/Patient Directive (Vorsorgeauftrag und Patientenverfügung). These services are delivered as distinct but complementary offerings, allowing clients to receive comprehensive support across their financial, legal, and administrative needs from a single provider. The company also supports cloud-based accounting software integration with platforms such as bexio and KLARA.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuern (Taxes) Tax advisory and planning services for individuals and businesses, covering corporate tax, personal income tax, VAT, and real estate gains tax, delivered by certified fiduciary and tax specialists in the Lucerne region.
• Finanzen / Accounting & Payroll Comprehensive financial accounting, bookkeeping, financial statements, payroll/HR administration, and support for cloud-based accounting platforms (bexio, KLARA), targeted at Swiss SMEs and owner-managed businesses.
• Revisionen (Audits) Limited and ordinary audit services for annual financial statements, group accounts, legal special audits, and pay equity analyses, performed by RAB-authorized licensed audit experts (Revisionsaufsichtsbehörde authorization).
• Unternehmensberatung (Business Consultancy) Business consulting covering company formation, succession planning, M&A support, due diligence, financing advice, restructuring, and board mandates for Swiss SMEs and mid-market enterprises.
• Erbrecht (Inheritance Law) Inheritance law services for private clients, municipalities and KESB authorities including wills, marriage/registered partnership contracts, estate execution (Willensvollstreckung), estate divisions (Erbteilungen), Erbschaftsverfahren, official liquidations (Liquidationen), and guardianships (Beistandschaften).
• Immobilien (Real Estate) End-to-end real estate sales services for private and estate sellers, including market value estimation, sales dossier preparation, marketing, viewings, negotiations, contract preparation, contract notarization, and property gains tax (Grundstückgewinnsteuer) declaration.
• Stiftungen (Foundations) Consulting on charitable foundation establishment and management, including structure design, regulatory approvals, document preparation, foundation council mandates, and statutory audits.
• Vorsorgeauftrag und Patientenverfügung (Care Mandate and Patient Directive) Advance care directive (Vorsorgeauftrag) and patient decree (Patientenverfügung) services, including consultation, asset protection planning, and notarization support for individuals in personal and business contexts.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Network PartnersminorOthersThe company mentions having 'strong partners' and a 'large network' built over the years. However, no specific named partners are identified in the source materials.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Deloitte Switzerland: Big Four firm with full Swiss coverage across audit, tax, consulting, and financial advisory. Overlaps with Bättig on audit and tax mandates for mid-market and family-office clients.
• Mazars Switzerland: Mid-tier international audit and advisory firm with Swiss offices providing audit, tax, accounting, and advisory services. Competes for the same SME and private-client mandates but at significantly greater scale.
• KPMG Switzerland: Big Four firm providing audit, tax, and advisory services across Switzerland. Overlaps with Bättig on audit and tax offerings for larger SMEs and high-net-worth individuals, though KPMG focuses on mid-market and enterprise clients.
• BDO Switzerland: Top-five Swiss audit and advisory network offering audit, tax, fiduciary, and consulting services nationally. Comparable on service line breadth and audit authorization, but materially larger and nationally distributed.
• EY Switzerland: Big Four firm providing audit, tax, transaction, and advisory services in Switzerland. Comparable on audit authorization and tax advisory but operates at a fundamentally different scale and client profile.
• RSM Switzerland: Mid-tier international audit, tax, and consulting network with Swiss presence. Targets SMEs and owner-managed businesses with audit, accounting, and advisory services similar to Bättig’s offering.
• PwC Switzerland: Big Four firm offering audit, tax, legal, and advisory services in Switzerland. Competes for audit and inheritance/tax mandates in the upper-mid-market but does not focus on the small-firm / private-individual niche.
• Grant Thornton Switzerland: Mid-tier international audit and advisory network active in Switzerland. Serves SMEs and private clients with audit, tax, and fiduciary services — directly comparable client segment to Bättig at a larger national scale.

Regional players

• Balmer-Etienne AG: Smaller fiduciary and audit firm also active in the Lucerne / Central Switzerland market. Highly comparable in size, geography, and service mix — the closest like-for-like regional competitor for private and SME clients.

Direct peers

• OBT AG: Swiss fiduciary, tax, audit and consulting firm headquartered in the Lucerne / Central Switzerland region. Closest comparable in geography and service mix, operating at a slightly larger scale with similar mid-market and private-client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/b%C3%A4ttig-treuhand-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Bättig Treuhand AG