Copartner Revision

What Copartner Revision does

Copartner Revision AG is a privately held Swiss professional services firm (Aktiengesellschaft) headquartered in Basel, founded in November 1992 and operating with approximately 35 employees. The firm delivers three integrated service lines to small and medium enterprises, non-profit organizations, pension funds, and foundations in Northwestern Switzerland: Wirtschaftsprüfung (statutory and voluntary auditing under Swiss OR, Swiss GAAP FER, and IFRS, including limited audits, pension fund audits, foundation audits, and AML examinations), Wirtschaftstreuhand (fiduciary services covering bookkeeping, VAT reporting, payroll, tax advisory, and domicile services), and Wirtschaftsberatung (business consulting spanning restructuring, M&A advisory, succession planning, valuations, tax planning, financing, and due diligence). The firm serves over 500 clients across diverse industries on a quote-based, bespoke engagement model with a long-term relationship orientation, and it employs a partner-led ownership structure following the 2004 buyout by current partners Melchior Maurer, Sylvia Stebler, and Mathieu Jaus.

The business is built on regulated credentials rather than proprietary technology: the firm holds Revisionsaufsichtsbehörde (RAB) audit expert licensing, Expert Suisse membership, and SRO PolyReg authorization for anti-money laundering examinations. Quality control is reinforced by a dual-auditor model on engagements and an in-house quality assurance lead. The team is staffed heavily with credentialed Swiss CPAs (dipl. Wirtschaftsprüfer) and Big 4 alumni from PwC, EY, and Credit Suisse/UBS, with ongoing lateral recruitment through 2024–2025 to expand the partner-tier bench.

Copartner makes money exclusively through professional services fees billed on a per-engagement basis, with no disclosed subscription, transaction, or platform pricing. The go-to-market is sales-led and direct, relying on the firm's website, Expert Suisse credentials, partner networks, and referrals; it does not use resellers, marketplaces, or digital channels. Geographic scope is regional (Nordwestschweiz), with no disclosed cross-cantonal or international expansion and no parent company, subsidiaries, external investors, or funding rounds. The firm is privately held, partner-controlled, and operates with no proprietary AI, no app, no public API, and no software products.

Name

Copartner Revision

Legal name

Copartner Revision AG

Website

https://copartner.ch

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Copartner Revision AG is a Basel-based, privately held Swiss professional services firm with ~35 employees that provides statutory auditing, fiduciary and tax services, and business consulting to over 500 SMEs, pension funds, foundations, and non-profits across Northwestern Switzerland.

Ownership category

akta.pro rank

Product category

Professional Services (Auditing and Advisory)

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Statutory auditing
• Fiduciary services
• Business consulting
• Tax advisory
• SME accounting

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit/Assurance Services: Statutory audits including ordinary and limited audits, legal entity examinations, pension fund audits, foundation audits, and external audit services for self-regulatory organizations under anti-money laundering legislation.
2. Fiduciary/Treuhand Services: Accounting, VAT & reporting, tax advisory, payroll administration, business organization, interim management, and domicile services for SMEs and non-profits.
3. Business Consulting: Financial and business planning, restructuring, M&A, succession planning, tax planning, financing advisory, coaching, board mandates, foundation services, and due diligence support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Copartner Revision AG is a Swiss professional services firm that provides statutory and voluntary auditing, business consulting, and fiduciary/accounting/tax services. The firm serves small and medium enterprises, pension funds, foundations, and non-profit organizations across Northwestern Switzerland, delivering engagements through approximately 35 staff under licensed audit expertise.

Product overview

Copartner Revision AG operates as a unified professional services firm offering three interconnected core service lines: Wirtschaftsprüfung (auditing/statutory audits), Wirtschaftsberatung (business consulting), and Wirtschaftstreuhand (fiduciary and accounting). The firm serves over 500 small-to-medium enterprise clients and non-profit organizations across various industries in Northwestern Switzerland. Services are delivered by approximately 35 staff members through a structured departmental organization, with dedicated leadership for each service area.

Differentiator

Problem solved

Functional benefit

Products and services

• Wirtschaftsprüfung (Statutory Auditing) Statutory and voluntary audit services including ordinary and limited audits, internal audits, and reviews of annual and consolidated financial statements under Swiss and international accounting standards (OR, Swiss GAAP FER, IFRS), plus audits for pension funds, foundations, and legal entity examinations.
• Wirtschaftstreuhand (Fiduciary, Accounting & Tax) Bookkeeping, VAT and reporting, tax advisory and planning, payroll accounting, business organization, interim management, and domicile services for small and medium enterprises and non-profit organizations including pension funds and foundations.
• Wirtschaftsberatung (Business Consulting) Corporate restructuring, M&A advisory, succession planning, business valuations, tax planning, financial consulting, coaching, due diligence support, and trustee mandates for administrative and foundation boards.

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

One partnership is on record.

• Expert SuissecoreOthersProfessional membership association providing certification, training, and standards for auditors, tax experts, and fiduciaries in Switzerland. Copartner maintains membership as a credential and quality assurance signal.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• BDO Switzerland: Top-five Swiss audit and advisory network with a strong Basel office. Serves the same SME and mid-market clients with audit, tax, and consulting services, but operates across multiple Swiss and international locations.
• PwC Switzerland: Big Four firm with a major Basel presence. Competes for larger SME, foundation, and pension fund mandates in the same regional market; many Copartner staff (Jaus, Stebler, Rey, Pesenti, Schaum) previously worked there, indicating direct talent and client overlap.
• Deloitte Switzerland: Big Four firm with established Basel office serving SMEs, foundations, and pension funds. Competes in adjacent segments and serves as both a talent competitor and client-alternative to Copartner for medium-sized mandates in the region.
• Ernst & Young Switzerland: Big Four firm with Basel and broader Swiss operations. Overlaps with Copartner on SME audit, foundation governance, and tax compliance work; multiple Copartner partners and managers (Wehrli, Thommen, Mahendrarajah) previously worked at EY.
• KPMG Switzerland: Big Four firm with Basel and Northwestern Switzerland presence. Overlaps with Copartner on statutory audits, foundation examinations, and business advisory for medium-sized enterprises and non-profit organizations.

Direct peers

• Rödl & Partner Switzerland: Mid-tier German-headquartered professional services network with Swiss presence. Competes for SME audit, tax, and cross-border advisory mandates in Northwestern Switzerland with a similar partner-led model.
• HLB Switzerland (Tauriso, Bürgi AG, and member firms): Network of mid-sized Swiss audit and fiduciary firms targeting SMEs. Comparable in size, service mix, and regional positioning to Copartner, often competing for the same Basel-area Mittelstand mandates while offering international reach through the HLB network.
• Balfidor Treuhand AG: Basel-based fiduciary and audit firm named in multiple Copartner team bios. Competes directly for SME audit, tax, and fiduciary mandates in Nordwestschweiz, with comparable service breadth and partner-led ownership model.

Others

• Expert Suisse (professional association): Swiss professional association for Wirtschaftsprüfer, tax experts, and fiduciaries. Defines practice standards for Copartner and its direct peers (Balfidor, BDO member firms, regional Treuhand firms); serves as both credentialing body and referral network.
• Treuhand Suisse (Swiss Fiduciary Association members): Professional association representing Swiss fiduciary and accounting firms. Copartner holds Expert Suisse membership; peer firms via Treuhand Suisse compete for bookkeeping, payroll, and tax compliance work for the same SME client segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/copartner-revision

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Copartner Revision