Description
A small, established fiduciary office in Central Switzerland is for sale, with a regional mandate base of SMEs, self-employed clients and smaller service businesses. Services include bookkeeping, annual accounts, VAT, payroll administration and simple tax work. The mandates are mostly recurring and have grown over several years. The firm is deliberately lean, with documented processes, deadline controls and digital tools. It suits an existing fiduciary company looking to expand its client base or an experienced professional wanting to take over an own structure. The handover should be careful because personal client relationships are central. A supported introduction over several months is planned. Sensitive mandate and financial details are disclosed only after serious contact and confidentiality.
