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. For a buyer, the key points are the customer base, team, revenue logic, operating structure and practical handover conditions. Detailed figures, contracts, internal processes and sensitive documents can be shared step by step after a serious inquiry.
