Schmid + Partner AG - Family Business Advisors

What Schmid + Partner AG - Family Business Advisors does

Schmid + Partner AG is a privately held Swiss consulting firm (Aktiengesellschaft) headquartered in Zürich that operates exclusively under the trade name 'Family Business Advisors.' The firm targets Swiss small and medium-sized enterprises and family-owned businesses, delivering four core service lines: Strategy, HR, Nachfolge (succession planning), and Marketing im Abo (marketing subscription). Its HR division has been extended with productized offerings including Personalrekrutierung as a Service, the 'Arbeitgeber der Zukunft' employer assessment, and a Generation Z workshop, with the firm holding a private employment agency license from the Zurich Canton Labor Office.

The underlying delivery model is human advisory — workshops, consulting engagements, and ongoing retainer relationships — with no proprietary technology platform, API, or software product. Revenue is generated through project-based and retainer professional services engagements, with pricing set per engagement rather than publicly disclosed. Client references span both named Swiss institutional logos (Raiffeisen Switzerland, Zürcher Kantonalbank, Lucerne University of Applied Sciences, ZHAW) and a broad long tail of SMB clients across manufacturing, gastronomy, healthcare, construction, and engineering.

The firm is led by Dr. Andreas Schmid (Geschäftsführender Partner) and distributes content through its website, LinkedIn, Facebook, and email newsletter. All operations are concentrated in the German-speaking Switzerland / DACH corridor, with no disclosed geographic expansion, funding rounds, subsidiaries, or M&A activity. Revenue figures are not publicly disclosed, and the firm shows no venture capital, private equity, or parent-company ownership.

Name

Schmid + Partner AG - Family Business Advisors

Legal name

SCHMID + PARTNER AG – Family Business Advisors

Website

https://schmidundpartner.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Schmid + Partner AG is a privately held Zürich-based consulting firm advising Swiss SMEs and family-owned businesses on strategy, HR, succession planning, and subscription-based marketing support.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Management Consulting Services (54161), Human Resources Consulting Services (541612), Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Organization Design & Change Management Consulting (BPAHACAD), Organization Design & Operating Model Consulting (BPAHAGAB), Family Business & Succession Advisory (FSAAADAL), Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• Strategy consulting
• HR consulting
• Succession planning
• Family business advisory
• SME consulting

Headquarters

HQ city

Zurich

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, Others

Revenue model

1. Strategic Advisory Services: Consulting fees for strategy development, HR consulting, and succession planning services provided to Swiss SMEs and family businesses. Revenue generated through professional service engagements, typically project-based or retainer arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Schmid + Partner AG is a Swiss consulting firm that advises small and medium-sized enterprises (SMEs) and family businesses on strategy, human resources, and business succession. The firm delivers direct consulting engagements covering strategic planning and business model innovation, HR transformation (including employer branding and recruitment), and succession/ownership transition support, with an additional subscription-based marketing service.

Product overview

Schmid + Partner AG operates as a consulting firm (Family Business Advisors) offering four core service lines: Strategy, HR (Human Resources), Succession Planning, and Marketing-as-a-Subscription. Their HR division provides specific consulting products including Personalrekrutierung as a Service (professional recruitment support on-demand), Employer Branding (with the 'Employer of the Future' assessment product), and Workshop Generation Z in KMU. These services are delivered as consulting engagements rather than software products.

Differentiator

Problem solved

Functional benefit

Brands

• Arbeitgeber der Zukunft (Employer of the Future): A tailored solution for assessing and improving employer attractiveness for SMEs.
• Rekrutierung as a Service (Recruiting as a Service)
• Workshop Generation Z in KMU

Products and services

• Strategie (Strategy Consulting) Strategic consulting to plan and steer the sustainable, long-term success of client companies, supporting business model innovation and corporate development for Swiss SMEs.
• HR (Human Resources Consulting) Advisory services helping companies attract, lead, and retain employees in a digitalizing world, addressing leadership and personnel management challenges for SMEs.
• Nachfolge (Succession Planning) Support services for successful business succession and ownership transfer, addressing the often emotional challenges involved in transitioning ownership and leadership in family businesses.
• Marketing im Abo (Marketing Subscription) Subscription-based marketing services providing ongoing marketing support and consultancy for SMEs on a recurring basis.
• Personalrekrutierung as a Service (Recruiting as a Service) Professional recruitment support on-demand including job posting creation, channel selection, publication management, applicant management, correspondence, pre-selection, and interview support. The firm holds a private employment agency license from the Zurich Canton Labor Office.
• Employer Branding / Arbeitgeber der Zukunft (Employer of the Future) Consulting service to help companies become attractive employers, featuring location assessment with employee surveys and focus interviews to derive tailored recommendations.
• Workshop Generation Z in KMU Interactive workshop helping employers engage and attract Generation Z employees, covering current HRM trends, social media strategies, and the values of the younger generation.

Quantifiable outcome

• Successful succession solutions across various industries including dermatology, hydraulics, physiotherapy, market research, CNC manufacturing, architecture, tool-making, and construction

Named customers8 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

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Direct peers

• Eraneos Group: Swiss/European management and technology consultancy serving mid-market clients with strategy, HR transformation, and organization advisory. Similar positioning as a multi-disciplinary DACH-rooted firm with comparable service lines.
• Helbling Group: Swiss-based consulting firm with management consulting practices serving SMEs and mid-market industrial clients across strategy, HR, and operational topics. Highly comparable as a domestic competitor targeting the same Swiss Mittelstand audience with multi-disciplinary advisory services.
• ConVista Consulting: Swiss-based business and IT consultancy serving medium-sized enterprises with advisory work in strategy, process and HR-related transformation. Comparable as a domestic boutique with similar target audience and services, though typically more IT-focused than Schmid + Partner.
• Staufen AG: German/Swiss-rooted consultancy focused on operational excellence and strategy for industrial SMEs and family-owned businesses, including transformation and HR-related advisory. Comparable as a DACH-rooted, SME-focused consultancy with overlapping service lines in strategy, leadership, and organizational change.
• ABT Unternehmensberatung: DACH-based management consultancy focused on SMEs and family-owned businesses, with practice areas in strategy, organization, leadership, and succession. Directly comparable service mix and target clientele.

Others

• BZ Bank für Vermögenswerte: Swiss private bank specializing in family business and owner succession advisory, including financial structuring and estate planning. Adjacent peer because Swiss family business succession is often addressed jointly with financial advisors; partially overlaps with the Nachfolge practice line.

Regional players

• SIC4ALL / Enterex (Swiss SME advisory platforms): Stylized placeholder — for a real, identifiable regional competitor offering cloud-based or platform-enabled HR and succession advisory to Swiss SMEs (e.g., jobs.ch for SME recruiting tools). Listed as a placeholder comparable offering SaaS-enabled SME HR tooling that targets the same customers with a different delivery model.

Broad incumbents

• Roland Berger: Global strategy consultancy with a strong DACH presence serving mid-sized industrial clients and family-owned businesses. Comparable on strategy and corporate development consulting, although typically engaged for larger and more complex mandates than Schmid + Partner's typical scope.
• PwC Switzerland: Big Four firm offering management consulting, deal advisory, and family business services to Swiss mid-market and enterprise clients. Relevant as a broader incumbent whose family business advisory and corporate development practices overlap with Schmid + Partner's succession and strategy services, though typically serving larger clients.
• KPMG Switzerland: Big Four firm providing strategy, consulting, and deal services to Swiss enterprises including family-owned businesses. Competes indirectly on succession, M&A, and HR consulting engagements against Schmid + Partner at the larger end of the SME segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/schmidpartner
• LinkedInlinkedin.com/company/schmidpartner

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Schmid + Partner AG - Family Business Advisors