Across Advisory Ag
Across Advisory AG is a privately held Swiss fiduciary and financial advisory firm serving individuals, entrepreneurs, SMEs, startups, and real estate owners in Switzerland with integrated corporate finance, accounting, tax advisory, and succession/M&A services from offices in Baar, Zürich, and Oberrieden.
- Company typePrivate
- Founded2018
- HeadquartersBaar, Switzerland
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Across Advisory Ag does
Across Advisory AG (legally Across Advisory GmbH) is a privately held Swiss fiduciary and financial advisory firm headquartered in Baar, Switzerland, with additional offices in Zürich and Oberrieden. Founded in 2018, the firm delivers an integrated suite of professional services to individuals, entrepreneurs, small and medium enterprises (SMEs), startups, and real estate owners across Switzerland. Its core offerings span four practice areas: corporate finance (financial analysis, corporate/real estate financing, M&A transaction financing, succession financing), accounting and bookkeeping (management of accounts, financial statements, budgeting), tax advisory (corporate and individual tax returns, tax planning, VAT support, restructuring guidance), and succession planning/M&A advisory (analysis, transaction structuring, valuation, buyer/seller matching, and negotiation support). The firm operates a wholly-owned subsidiary, Rinaldo Treuhand AG, which provides trust and accounting services from the Oberrieden office.
The firm's go-to-market is sales-led and relationship-driven, with services delivered through direct client consultations either at company offices or on-site at client locations, supplemented by an online booking system for tax and financial consulting appointments. Revenue is generated through professional services fees, with personal tax return services priced at a flat rate; other pricing is not publicly disclosed. The firm emphasizes a transparent and professional working method, deliberately limiting its service menu to areas where its partners have documented personal entrepreneurial experience. Customer acquisition is supported by content marketing (blog articles on accounting and tax topics), podcast appearances (e.g., MACH-DIS-DING), professional association memberships (expertsuisse, treu-suisse), and client testimonials featuring a diverse portfolio of Swiss SMB clients across sectors including real estate, hospitality, fitness coaching, financial training, and digital marketing. The technology stack is conventional professional services tooling with no proprietary platforms disclosed; the firm leverages "modern digital technologies" for client service delivery.
Ownership is concentrated among the founders and managing partners Andreas Kratzer (Managing Partner Financing, certified public accountant) and Marco Kratzer (Managing Partner Trust, certified trust expert), supported by a broader team of approximately 21 listed professionals including tax experts, auditors, client relations managers, and trust officers. No external institutional investment or private equity backing has been disclosed. The firm maintains a horizontal segmentation approach, treating individuals, SMEs, startups, and real estate owners as distinct but parallel customer segments rather than specializing in a single vertical.
Across Advisory Ag firmographics
Firmographics- Name
- Across Advisory Ag
- Legal name
- Across Advisory GmbH
- Website
- https://across-advisory.ch
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Across Advisory AG is a privately held Swiss fiduciary and financial advisory firm serving individuals, entrepreneurs, SMEs, startups, and real estate owners in Switzerland with integrated corporate finance, accounting, tax advisory, and succession/M&A services from offices in Baar, Zürich, and Oberrieden.
- Ownership category
- akta.pro rank
Across Advisory Ag industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (52394)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where Across Advisory Ag is headquartered
LocationHeadquarters
- HQ city
- Baar
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Across Advisory Ag business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Corporate Finance Services: Financial analysis, corporate financing, real estate financing, M&A transaction financing, and succession financing services provided to entrepreneurs and businesses.
- Accounting and Bookkeeping Services: Full-service accounting including management and control of accounting, accounts payable/receivable, annual and interim financial statements, budgeting and financial planning.
- Tax Advisory Services: Tax return preparation for individuals and corporations, comprehensive tax advice, tax planning, support for VAT matters, and tax advice on company formation and restructuring.
- Succession Planning Services: Corporate analysis, succession planning, M&A services, and management coaching for business continuity and ownership transitions.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Across Advisory Ag product offering
Product offeringCore offering
Across Advisory AG provides tax, accounting, financial consulting, corporate finance, succession, and real estate financing advisory services to Swiss entrepreneurs, SMEs, startups, and individuals. Services are delivered as professional mandates covering financial analysis, corporate and M&A financing, succession planning, full bookkeeping and financial statements, tax return preparation, VAT support, restructuring guidance, and real estate portfolio advisory. The firm emphasizes software-independent accounting, canton-independent tax preparation, and end-to-end execution from analysis through transaction structuring, valuation, and negotiation.
Product overview
Across Advisory Ag operates as a Swiss fiduciary and financial advisory firm offering an integrated suite of professional services. The core offerings include Corporate Finance Services (financial analysis, corporate/real estate/M&A/succession financing), Accounting Services (bookkeeping, financial statements, budgeting), Succession Planning Services (business transition, transaction structuring), Tax Advisory Services (tax returns, planning, VAT support), and Real Estate Advisory Services. These services work together to provide comprehensive financial guidance for entrepreneurs and SMEs, with a focus on Swiss business context and international connectivity. The firm serves clients ranging from individuals needing tax consultation to companies requiring full accounting outsourcing and M&A advisory.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Finance Services Comprehensive corporate finance advisory including financial analysis, corporate financing, real estate financing, M&A transaction financing, and succession financing for entrepreneurs and businesses.
- Accounting Services Full-service accounting including management and control of accounting, accounts payable/receivable support, annual and interim financial statements, budgeting, and annual planning, delivered software-independently.
- Succession Planning Services Strategic succession planning covering analysis, transaction structuring, valuation, buyer/seller matching, and negotiation support for business transitions including sales, management buy-ins, spin-offs, and IPOs.
- Tax Advisory Services Tax advisory covering tax return preparation, comprehensive tax advice, company formation and restructuring guidance, tax planning, VAT support, and optimization analysis for both corporate and individual clients, delivered canton-independently across Switzerland.
- Real Estate Advisory Services Real estate advisory including portfolio analysis, strategy definition, implementation, and comprehensive buy and sell side mandate support for property owners and developers.
- Personal Tax Return Services Tax return preparation for private individuals, ensuring all possible deductions are claimed, provided at a flat rate.
Companies that use Across Advisory Ag
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
Across Advisory Ag technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Across Advisory Ag partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Across Advisory Ag competitors and assessment
Company assessmentBroad incumbents
- PwC Switzerland: Big Four firm offering tax, legal, advisory and deals services to Swiss SMEs, mid-market and large corporates – broad incumbent competitor across every one of Across Advisory's service lines.
- KPMG Switzerland: Big Four incumbent with full Swiss coverage across audit, tax, advisory and deal advisory; competes with Across Advisory for SME succession, M&A financing and corporate finance mandates, though at higher price points and broader scale.
- EY Switzerland: Big Four firm with full Swiss coverage spanning assurance, tax, transaction advisory and consulting; competes for succession, M&A and corporate finance mandates addressed by Across Advisory's senior team.
- Deloitte Switzerland: Big Four firm with extensive Swiss SME, family enterprise and transaction advisory practices; a broad incumbent competing across tax, advisory and corporate finance mandates.
Direct peers
- BDO Switzerland: Swiss mid-tier audit, tax and advisory firm offering accounting, corporate finance and succession services to SMEs – the closest structural analog to Across Advisory's integrated fiduciary + corporate finance model.
- Balmer-Etienne AG: Swiss fiduciary, tax, audit and corporate finance advisory firm serving SMEs and owner-managed businesses – directly comparable in service scope and Swiss regional positioning.
- Mazars Switzerland: International mid-tier accounting and advisory firm with a Swiss practice serving SMEs and entrepreneurs on tax, accounting, M&A and corporate finance – directly overlapping with Across Advisory's service mix.
- OBT AG: Swiss fiduciary, tax, audit and corporate finance firm headquartered in the German-speaking part of Switzerland; one of the largest non-Big-Four integrated advisory firms competing for the same SME mandates.
- PKF Switzerland: International mid-tier audit and advisory network with Swiss presence offering tax, accounting and corporate finance services to SMEs and entrepreneurs.
- RSM Switzerland: Mid-tier audit, tax and consulting network with a Swiss member firm serving SMEs and family-owned businesses with advisory, succession and corporate finance services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Across Advisory Ag social profiles
Digital presenceAcross Advisory Ag financial estimates
Financial estimateRevenue estimate
Valuation estimate
Across Advisory Ag leadership team
Management profileNumber of profiles
Profiles5 records
Across Advisory Ag subsidiaries and ownership
Company hierarchySubsidiaries1 record
Across Advisory Ag funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Across Advisory Ag M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Across Advisory Ag
What does Across Advisory Ag do?
Across Advisory AG provides tax, accounting, financial consulting, corporate finance, succession, and real estate financing advisory services to Swiss entrepreneurs, SMEs, startups, and individuals. Services are delivered as professional mandates covering financial analysis, corporate and M&A financing, succession planning, full bookkeeping and financial statements, tax return preparation, VAT support, restructuring guidance, and real estate portfolio advisory. The firm emphasizes software-independent accounting, canton-independent tax preparation, and end-to-end execution from analysis through transaction structuring, valuation, and negotiation.
Is Across Advisory Ag a public or private company?
Across Advisory Ag is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Across Advisory Ag founded?
Across Advisory Ag was founded in 2018. It employs 1 to 10 people.
Where is Across Advisory Ag based?
Across Advisory Ag is headquartered in Baar, Switzerland, in the Europe region.
How does Across Advisory Ag make money?
Four revenue lines are on record. Corporate Finance Services are the primary driver. The others are accounting and Bookkeeping Services, tax Advisory Services and succession Planning Services.
Who are Across Advisory Ag's main competitors?
Broad incumbents on record are PwC Switzerland, KPMG Switzerland, EY Switzerland and Deloitte Switzerland. Direct peers are BDO Switzerland, Balmer-Etienne AG, Mazars Switzerland, OBT AG, PKF Switzerland and RSM Switzerland.
Does Across Advisory Ag have an API?
No public API is recorded for Across Advisory Ag.
What industry is Across Advisory Ag in?
Across Advisory Ag's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 8742.