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Sell an accounting office
Sell an accounting office: prepare a clear listing on company.ch with location, guide price, revenue and handover. Choose open, discreet or anonymous visibility while private seller data stays protected.
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Sell an accounting office: recurring mandates, fee quality, seasonal workload, staff capability, deadlines and owner-held client trust
To sell an accounting office, make recurring mandates, fee quality, seasonal workload, staff capability, deadlines and owner-held client trust verifiable and show what a buyer can continue after completion. The offer should connect commercial performance with the contracts, people, assets and permissions that produce it.
Show the transferable value of an accounting office
Explain recurring mandates, fee quality, seasonal workload, staff capability, deadlines and owner-held client trust, the owner's current duties and the exact transaction perimeter. Historic results, current pipeline and forecasts should be separated so buyers can test what is recurring rather than relying on a headline turnover figure.
Prepare industry-specific records and evidence
Prepare an anonymised mandate register, fees and hours by service, retention, engagement terms, filing calendar, work in progress, staff qualifications and software licences. Mark ownership, term, notice, transfer restrictions and any consent required; financial data and operating records should cover comparable periods.
Qualify buyers for the operating requirements
Accounting and fiduciary firms or qualified successors may fit when they have capacity for deadlines and secure document handling. Screen for the capabilities that protect continuity as well as available capital, and explain which skills can be transferred during an agreed induction. Do not publish client identities, accounts, payroll, tax data, bank details, credentials and employee information. Use anonymised segments, ranges and aggregate performance to support initial evaluation, then open identifying information only for a justified review step.
Transfer work, relationships and access safely
Map every mandate to filings, closing status, open questions, access, authority and the new responsible person. Build a handover list for open work, responsible people, access, deadlines and introductions before the seller's availability reduces.
Related seller guidance for an accounting office
Compare the broader category or return to the main seller page: sell a company and Finance & insurance.
Questions to resolve before selling an accounting office
How should I show recurring fee quality after fully costing my own accounting work?
Show several comparable periods and evidence for recurring mandates, fee quality, seasonal workload, staff capability, deadlines and owner-held client trust. Reconcile financial claims with an anonymised mandate register, fees and hours by service, retention, engagement terms, filing calendar, work in progress, staff qualifications and software licences and distinguish transferable performance from work or relationships that depend on the seller.
Which mandate, ledger, reconciliation and filing-calendar records should be ready for review?
A focused file should include an anonymised mandate register, fees and hours by service, retention, engagement terms, filing calendar, work in progress, staff qualifications and software licences. Explain gaps and exceptions before they affect valuation, warranties or the timetable.
What should I disclose about underpriced work, seasonal deadlines and owner-held client trust?
Identify which parts of recurring mandates, fee quality, seasonal workload, staff capability, deadlines and owner-held client trust depend on the seller, individual employees, major customers, suppliers, premises or permissions. Quantify concentrations and explain which safeguards or transition steps can make the operation less dependent on them.
How can each mandate, access right and closing-period responsibility transfer cleanly?
Map every mandate to filings, closing status, open questions, access, authority and the new responsible person. Test the transfer on real open work and record who owns every remaining exception after completion.