Aegerter+Brändle

What Aegerter+Brändle does

Aegerter+Brändle AG für Steuer- und Wirtschaftsberatung is a Swiss fiduciary, tax, audit, and business consulting firm (Treuhandgesellschaft) headquartered in Rapperswil-Jona, with branch offices in Arbon and Wattwil. Founded circa 1976 and currently employing approximately 30 staff, the firm serves Swiss small and medium-sized enterprises, entrepreneurs, private individuals, and — through its FMH Services partnership — physicians and medical practices. The service portfolio spans statutory and limited audits, individual and corporate tax advisory and return preparation, financial and cost accounting, payroll and social security administration, business consulting (company formation, valuations, succession planning, M&A support), and fiduciary/treuhand services. The firm holds RAB accreditation as a Revisionsexperte (Reg.-Nr. 500691), EXPERTsuisse certification, ASEFiD/SVDS membership, and PolyReg/SRO Treuhand Suisse AML audit authorization, employing five licensed audit experts and two licensed auditors.

The firm's revenue model is fee-for-service professional services, billed on project or retainer arrangements with quote-based pricing that is not publicly disclosed. Go-to-market is relationship-driven: client acquisition rests on personal referrals, three regional offices with deep local roots (Rapperswil-Jona ~50 years, Wattwil ~40 years, Arbon ~20 years), industry credentials, and Bilanz magazine's top-tier recognition in 2021 and 2022. Cross-border cooperation agreements with firms in Munich (Dr. Fischer & Göppel) and Vienna (Euro-Treuhand) extend coverage for international mandates without standing up foreign offices. The firm uses established third-party accounting software — Abacus and bexio — as a Bronze bexio partner providing implementation and support to clients. There is no proprietary technology platform; the offering is delivered by credentialed human advisors (Treuhandexperte, Steuerexperte, Wirtschaftsprüfer) across audit, tax, accounting, and consulting workstreams.

Name

Aegerter+Brändle

Legal name

AEGERTER+BRÄNDLE AG für Steuer- und Wirtschaftsberatung

Website

https://aegerter-braendle.ch

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Aegerter+Brändle is a Swiss fiduciary, tax, audit, and business consulting firm with ~30 employees across three offices in Rapperswil-Jona, Arbon, and Wattwil, serving SMEs, entrepreneurs, private individuals, and medical practitioners via FMH Services.

Ownership category

akta.pro rank

Headquarters

HQ city

Sankt Gallen

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services (Treuhand, Tax, Audit, Consulting): Aegerter+Brändle generates revenue through professional service fees for accounting/bookkeeping, payroll administration, tax advisory and tax return preparation, audit/revision, and business consulting. Services are billed on a fee-for-service basis, typically as project-based or retainer arrangements, reflecting the nature of Swiss treuhand and advisory firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Aegerter+Brändle is a Swiss Treuhandgesellschaft that provides comprehensive tax advisory, statutory auditing, business consulting, accounting/bookkeeping, payroll administration, and fiduciary services from three offices in Rapperswil-Jona, Arbon, and Wattwil. The firm also delivers specialized trust services for medical practitioners via its FMH Services partnership and supports clients in implementing bexio business software. Services are delivered by qualified professionals (dipl. Treuhandexperten, Steuerexperten, RAB-accredited revision experts) on a fee-for-service, quote-based basis.

Product overview

Aegerter+Brändle is a Swiss tax and business consulting firm (Treuhand company) offering a unified portfolio of professional services rather than a software product. The core offerings include Wirtschaftsprüfung (auditing), Steuerberatung (tax consulting), Unternehmensberatung (business consulting), and Buchhaltung und Lohnadministration (accounting and payroll). The firm also provides specialized FMH Services for medical professionals and supports clients with bexio and Abacus accounting software as an authorized partner. These services are delivered holistically from three Swiss locations (Rapperswil-Jona, Arbon, Wattwil) by approximately 30 employees, with the firm emphasizing personal relationships and comprehensive advisory support.

Differentiator

Problem solved

Functional benefit

Products and services

• Wirtschaftsprüfung (Auditing) Provides statutory audits (ordinary and limited), reviews, and special audits for companies including capital increases, reductions, and succession planning. Delivered under RAB authorization (Reg.-Nr. 500691).
• Steuerberatung (Tax Consulting) Provides comprehensive tax planning and consulting services for individuals and businesses, including tax returns, VAT consulting, international taxation, and tax dispute representation before all authorities.
• Unternehmensberatung (Business Consulting) Offers strategic and operational business consulting including company founding, restructuring, business plans, company valuations, succession planning, and MBO support. The firm also provides board services and acts as external consultant.
• Buchhaltung und Lohnadministration (Accounting and Payroll) Provides complete financial accounting services including annual and interim financial statements, VAT returns, payroll processing, social security consulting, budget and financial planning. The firm uses Abacus or bexio software for accounting tasks.
• FMH Services (Treuhand for Medical Professionals) Specialized trust and business consulting services for physicians and medical practices, including practice establishment, management consulting, succession planning, and financial planning for healthcare professionals.
• bexio Business Software Support As a bexio partner, Aegerter+Brändle provides implementation, training, and ongoing support for bexio business software designed for SMEs and startups, offering customer management, order processing, simple accounting, and cloud-based document storage.
• Treuhand (Trust Services) General trust services encompassing tax consulting, auditing, business advisory, and real estate management. The firm operates as a trust generalist with a network of specialists including lawyers and international partners.

Quantifiable outcome

• Ranked among the best tax advisory and fiduciary companies in Switzerland by Bilanz magazine in 2021 and 2022

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Five partnerships are on record, tiered core and minor.

• EXPERTsuissecoreOthersAegerter+Brändle is a member of EXPERTsuisse, the leading Swiss professional association for auditors, tax advisors, and fiduciary professionals. The firm is EXPERTsuisse-certified, which serves as a quality mark and professional standard for the firm's services.
• ASEFiD / SVDS (Schweizerische Vereinigung diplomierter Steuerexperten)coreOthersAegerter+Brändle is a member of ASEFiD/SVDS, the Swiss Association of Certified Tax Experts. Membership provides access to professional standards, continuing education, and a network of tax specialists across Switzerland.
• FMH Services GenossenschaftcoreStrategic or Co-development PartnerAegerter+Brändle is a recommended, legally and economically independent member of the FMH Services cooperative, which supports physicians in business and fiduciary matters. The firm provides specialized treuhand services for medical practitioners including practice founding, succession planning, accounting, tax advisory, and social security administration.
• Dr. Fischer & Göppel (Munich, Germany)minorStrategic or Co-development PartnerAegerter+Brändle maintains a cross-border cooperation with Dr. Fischer & Göppel, Wirtschaftsprüfer und Steuerberater in Munich, Germany, for handling cross-border questions involving German-Swiss tax and audit matters.
• Euro-Treuhand GmbH (Vienna, Austria)minorStrategic or Co-development PartnerAegerter+Brändle maintains a cross-border cooperation with Euro-Treuhand GmbH in Vienna, Austria, for handling cross-border questions involving Austrian-Swiss tax and audit matters.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• KPMG Switzerland: Big-4 firm with a full Swiss practice covering audit, tax and advisory. While much larger and focused on enterprise clients, it competes for upper-mid-market mandates that Aegerter+Brändle also targets.
• EY Switzerland: Big-4 firm with a comprehensive Swiss tax, audit and advisory practice. Competes for mid-market tax and audit engagements and sets the benchmark for credentialed Swiss advisory services.
• Deloitte Switzerland: Big-4 firm with full-service Swiss tax, audit and consulting offerings. Overlaps with Aegerter+Brändle on tax planning, statutory audit, and business consulting for larger mid-market clients.
• PwC Switzerland: Big-4 firm with a broad Swiss practice across audit, tax and consulting. Overlaps with Aegerter+Brändle on tax advisory and audit services for mid-market Swiss companies.

Direct peers

• RSM Switzerland: Mid-tier international audit, tax and consulting network with a Swiss practice focused on the SME and mid-market segment — directly comparable in service breadth and target clientele.
• BDO Switzerland: Mid-sized Swiss audit, tax and advisory firm with comparable audit, tax, and consulting service offerings targeting Swiss SMEs. Direct competitor for Treuhand and audit mandates in the same mid-market segment.
• OBT AG: Swiss Treuhand, audit, tax and consulting firm with a strong regional footprint and comparable multidisciplinary service portfolio for SMEs, making it a close functional peer in the same Swiss mid-market.
• Mazars Switzerland: International audit, tax and advisory firm with Swiss operations offering the same core combination of audit, tax, accounting and consulting services to SMEs and mid-market clients.
• TBO Treuhand AG: Smaller Swiss Treuhand and fiduciary firm offering comparable accounting, tax, payroll and advisory services to local SMEs — a direct functional peer at the lower end of the same market segment.

Regional players

• Balmer Etienne AG: Swiss regional Treuhand and audit firm of comparable size offering audit, tax and consulting services; competes for similar SME mandates in other Swiss regions rather than head-to-head in St. Gallen/Thurgau.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/aegerter-braendle-ag

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 Aegerter+Brändle