Kontomed Treuhand AG

What Kontomed Treuhand AG does

Kontomed Treuhand AG is a Swiss fiduciary and tax advisory firm incorporated as an Aktiengesellschaft and headquartered at Feldmoosstrasse 1, 8853 Lachen, canton Schwyz. The company operates a single office and serves two principal client groups in German-speaking Switzerland: small and medium-sized enterprises (KMU) requiring bookkeeping, accounting, tax advisory, and corporate consulting, and medical practitioners — including human, dental, and veterinary doctors — needing specialized medical-practice accounting, tax planning, practice valuations, practice sale/purchase advisory, formation of medical professional corporations (AG/GmbH), and TARMED consulting for outpatient providers. The firm also addresses demanding private clients with broader tax and financial advisory needs.

The business model is relationship-driven professional services with a sales-led, consultative motion built on referrals, personal contact, and long-term trust rather than on marketing or transactional acquisition. There is no proprietary technology platform; service delivery relies on the firm's domain expertise, decades of accumulated experience, and continuous professional development. Kontomed supplements its core offerings through an embedded partner network of qualified attorneys, certified auditors, and tax specialists, and holds a designated coordination-center role for MEDISERVICE VSAO-ASMAC, the service organization for Swiss employed and self-practicing physicians. This role, combined with a vertically segmented website and product catalog, channels medical-practitioner demand into the firm.

Revenue is generated through customized engagements — typically retainer- or quote-based fees for bookkeeping, tax, and advisory work — but no pricing, revenue figures, headcount, or founding date are publicly disclosed. The firm documents compliance with the EU GDPR (DSGVO), the Swiss DSG, and the revised revDSG, signaling operational maturity in handling sensitive medical and financial client data.

Name

Kontomed Treuhand AG

Legal name

Kontomed Treuhand AG

Website

https://kontomed.ch

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Kontomed Treuhand AG is a Swiss fiduciary firm in Lachen that provides accounting, tax advisory, and business consulting to small and medium-sized enterprises and to medical practitioners across German-speaking Switzerland.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industry

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

Keywords

• Trust and fiduciary services
• Tax advisory services
• Accounting and bookkeeping
• Medical practice consulting
• SME business consulting

Headquarters

HQ city

Lachen

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

Revenue model

1. Trust and Accounting Services: Professional services revenue derived from bookkeeping, accounting, and financial record-keeping for Swiss KMU and medical practitioners. Services are tailored to individual client needs and likely billed on a retainer or hourly basis.
2. Tax Advisory Services: Tax planning and consulting services for both legal entities and individuals, including medical professionals. Revenue generated through advisory engagements.
3. Business Consulting: Corporate consulting services for Swiss SMEs, including practice sales, acquisitions, valuations, and medical practice restructuring.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Kontomed Treuhand AG is a Swiss fiduciary and trust services firm that delivers bookkeeping, accounting, tax advisory, and business consulting services. Its offerings are split into two core service lines — Trust Services for Business Owners (Treuhand für Gewerbler) serving Swiss KMU, and Trust Services for Medical Professionals (Treuhand für Mediziner) serving human, dental, and veterinary practitioners — supported by specialized modules covering practice valuations, practice sales/acquisitions, medical professional corporation formation (AG/GmbH), and TARMED billing consulting.

Product overview

Kontomed Treuhand AG is a Swiss fiduciary/trust company offering two core service lines: Trust Services for Business Owners (Treuhand für Gewerbler) and Trust Services for Medical Professionals (Treuhand für Mediziner). The company operates as a single unified offering supported by modular service components including Rechnungswesen (accounting/bookkeeping), Steuerberatung (tax consulting), and Unternehmensberatung (business consulting). For medical clients specifically, additional specialized modules cover Praxisbewertung (practice evaluation), Praxisverkauf/-kauf (practice sales/purchases), Ärzte-Kapitalgesellschaften (medical corporation formation), and TARMED-Beratung (TARMED consulting). The company also serves as a coordination office for the service organization MEDISERVICE VSAO-ASMAC.

Differentiator

Problem solved

Functional benefit

Products and services

• Treuhand für Gewerbler (Trust Services for Business Owners) Comprehensive trust and fiduciary services for small and medium-sized enterprises (KMU) in German-speaking Switzerland, including bookkeeping, accounting, tax consulting, and business advisory services.
• Treuhand für Mediziner (Trust Services for Medical Professionals) Specialized trust services for human, dental, and veterinary medical practitioners including bookkeeping, tax planning, practice sales and purchases, practice evaluations, and TARMED consulting for outpatient general practitioners and specialists.
• Rechnungswesen (Accounting) Bookkeeping and accounting services for Swiss SMEs and medical practices.
• Steuerberatung (Tax Consulting) Tax advisory services for legal entities and individuals in Switzerland.
• Unternehmensberatung (Business Consulting) Business advisory services for Swiss SMEs and medical practice management consulting.
• Praxisbewertung (Practice Evaluation) Valuation of medical practices using industry-standard valuation methods, intended for medical practitioners considering sales, purchases, or restructuring.
• Praxisverkauf/-kauf (Practice Sale and Purchase Advisory) Advisory services for the sale or purchase of entire medical practices or portions thereof, including transaction support for medical practitioners.
• Ärzte-Kapitalgesellschaften (Medical Professional Corporations) Conversion and formation services for medical professional corporations including Aktiengesellschaften (stock companies) and GmbH (limited liability companies).
• TARMED-Beratung (TARMED Consulting) Specialized TARMED billing consulting for outpatient general practitioners and medical specialists.

Named customers5 records

Segments3 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.

• MEDISERVICE VSAO-ASMACcoreStrategic or Co-development PartnerKontomed Treuhand AG serves as a coordination center for MEDISERVICE VSAO-ASMAC, a service organization for medical professionals. This partnership enables the firm to provide specialized services to employed and self-practicing doctors, positioning Kontomed as a trusted partner within the medical practitioner ecosystem.
• Legal Experts (Rechtsanwälte)coreStrategic or Co-development PartnerPartnership with qualified attorneys provides clients with comprehensive legal expertise for complex matters including corporate restructuring, practice sales, and acquisitions.
• Auditors (Wirtschaftsprüfer)coreStrategic or Co-development PartnerCollaboration with certified auditors enables the firm to offer complete auditing services and compliance verification for clients requiring independent financial verification.
• Tax Experts (Steuerexperten)coreStrategic or Co-development PartnerNetwork of tax specialists provides specialized expertise for complex tax planning situations, particularly for medical practitioners and corporate clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• EY Switzerland: EY Switzerland (Ernst & Young) provides assurance, tax, and transaction advisory services to Swiss SMEs and medical/healthcare professionals. Its tax advisory and corporate-restructuring capabilities intersect directly with Kontomed's Ärzte-Kapitalgesellschaft and Praxisbewertung offerings.
• PwC Switzerland: PwC Switzerland delivers tax, legal, audit, and corporate advisory services across all major Swiss economic regions. Its service portfolio directly overlaps with Kontomed's Steuerberatung and Unternehmensberatung lines, particularly for KMU and incorporated professionals, although at a much broader enterprise scale.
• Deloitte Switzerland: Deloitte AG Switzerland offers tax, audit, consulting, and corporate finance services including SME Treuhand-style engagements. Its healthcare/life sciences practice overlaps with Kontomed's medical-practitioner advisory, particularly in physician practice structuring and transaction support.
• KPMG Switzerland: KPMG Switzerland is a Big Four firm providing tax, audit, and advisory services including Treuhand, corporate restructuring, and practice advisory. While much larger and serving enterprise clients, it overlaps materially with Kontomed on SME and medical-practitioner tax advisory and corporate consulting engagements in German-speaking Switzerland.

Direct peers

• BDO Switzerland: BDO Switzerland is a mid-tier accounting, tax, and Treuhand firm with deep SME coverage in German-speaking Switzerland. It sells bookkeeping, tax advisory, and corporate consulting services to the same KMU and professional-services client base that Kontomed targets, with overlapping service modules (Rechnungswesen, Steuerberatung, Unternehmensberatung).
• Mazars Switzerland: Mazars Switzerland is a mid-tier audit, tax, and advisory firm with a strong SME and professional-services practice in German-speaking Switzerland. Its Treuhand service lines overlap with Kontomed's bookkeeping and tax advisory offerings for small businesses and medical practitioners.
• OBT AG: OBT AG is a Swiss Treuhand and Unternehmensberatung firm serving SME clients across German-speaking Switzerland. It offers an overlapping product mix - bookkeeping, tax advisory, and business consulting - making it a direct same-segment comparable for Kontomed's KMU and professional-practitioner book.
• Grant Thornton Switzerland: Grant Thornton Switzerland is a mid-tier accounting and Treuhand network serving SMEs, family-owned businesses, and professional practices across German-speaking Switzerland. Its practice-level tax and accounting services are highly comparable to Kontomed's core offering for KMU clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kontomed-treuhand-ag

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

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 Kontomed Treuhand AG