Fiduciary office with long-standing SME mandates, recurring work and orderly handover.
Small domain portfolio with Swiss finance-related terms and expandable content pages.
Small fiduciary firm with SME mandates, recurring work and well-documented processes.
A useful first comparison of a finance, fiduciary or insurance business should connect the asking price with operating evidence, contractual rights and a workable transfer. Revenue may not survive adviser departures, client cancellations, clawbacks or permissions that do not transfer automatically with a change of control.
Analyse recurring fees, portfolio commissions, renewal and cancellation rates, adviser time per client, revenue concentration and profitability by service line rather than relying on gross commission income.
Review licences, qualified responsible persons, professional-indemnity cover, client authorities, documentation duties, specialist systems and the lawful transfer of confidential files.
Sequence client communication, required consents, tax or policy deadlines, powers of attorney, system access and professional responsibility so no mandate becomes unmanaged.
Keep the search broad enough to find adjacent opportunities, then compare the same evidence across each listing. Continue with Fiduciary company or Consulting & agencies, or return to all companies for sale.
Analyse recurring fees, portfolio commissions, renewal and cancellation rates, adviser time per client, revenue concentration and profitability by service line rather than relying on gross commission income.
Review licences, qualified responsible persons, professional-indemnity cover, client authorities, documentation duties, specialist systems and the lawful transfer of confidential files.
Revenue may not survive adviser departures, client cancellations, clawbacks or permissions that do not transfer automatically with a change of control.
Sequence client communication, required consents, tax or policy deadlines, powers of attorney, system access and professional responsibility so no mandate becomes unmanaged.
