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Succession opportunity for small fiduciary office with SME mandates

Fiduciary office with long-standing SME mandates, recurring work and orderly handover.

Key facts

CompanySample listing
Location
Bern
Category
Finance & insurance
Legal form
Sole proprietorship
Price
CHF 190'000 - 240'000
Revenue
CHF 280'000
Profit
CHF 85'000
Employees
2
Year founded
2004
Handover
6 - 12 months

Description

The fiduciary office supports small companies, self-employed clients and associations with bookkeeping, annual accounts, payroll and tax returns. Mandates have grown over many years and are based on personal trust. Documentation is orderly, annual cycles are recurring and most client relationships are stable. The opportunity suits an existing fiduciary firm, a young qualified specialist or a regional advisory company. The owner wants to actively introduce clients during a longer handover.

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