Sell a company: Consulting & agencies

Sell a company: Consulting & agencies: create a listing on company.ch with category, location, guide price and handover. Choose open, discreet or anonymous visibility while private seller data stays protected.

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Selling a consulting or agency business: value, evidence and handover

When selling a consulting or agency business, the listing should explain recurring mandates, project pipeline, client concentration, team capacity and rights to methods or creative work. Buyers need evidence that the operation, people and rights can continue after completion without exposing client names, unpublished campaigns, confidential strategies, rates and access credentials in the public offer.

Explain what creates value when selling a consulting or agency business

The public profile should make recurring mandates, project pipeline, client concentration, team capacity and rights to methods or creative work measurable and separate recurring performance from one-off results. It should also state what the owner still handles personally and which assets, contracts or premises are part of the proposed sale.

Prepare the evidence a buyer will request

Prepare revenue and margin by service, anonymised client and mandate schedules, contract terms, weighted pipeline, team roles, freelancer agreements and intellectual-property ownership. Reconcile every financial summary to the same sale perimeter and identify consents, licences or third-party rights that require a separate check.

Reach buyers with the right operating fit

Complementary agencies, consulting groups and experienced successors may fit if they can maintain delivery quality and client trust. The listing should make essential qualifications, capital, location and owner involvement clear enough to filter enquiries without narrowing the search to a single buyer type. Keep client names, unpublished campaigns, confidential strategies, rates and access credentials out of the public listing and first document pack. Use anonymised concentration, ranges and role descriptions until a buyer has been qualified and the information is needed for review.

Plan continuity through the handover

Give every active mandate a status, next decision, budget, delivery owner and client-introduction plan before the founder steps back. Assign responsible people, dates and completion evidence rather than describing the seller's support only as an undefined transition period.

Related seller guidance for a consulting or agency business

Explore the relevant industries or return to the main seller page: sell a company, Consulting firm, Marketing agency, SEO agency, Web agency, Advertising agency and Business consulting firm.

Questions to resolve before selling a consulting or agency business

Which recurring mandates and project margins should I highlight when selling my agency or consultancy?

Use several comparable periods and show the figures that explain recurring mandates, project pipeline, client concentration, team capacity and rights to methods or creative work. Separate recurring operations, exceptional events, owner adjustments and any assets or costs outside the proposed transaction.

What evidence proves that client contracts, methods and intellectual property can transfer?

Prepare revenue and margin by service, anonymised client and mandate schedules, contract terms, weighted pipeline, team roles, freelancer agreements and intellectual-property ownership. Start with aggregated information, then release original documents in a controlled process once the buyer and transaction fit are credible.

How should I disclose client concentration and relationships that still depend on the founder?

Test how recurring mandates, project pipeline, client concentration, team capacity and rights to methods or creative work would change when the current owner steps back. Identify reliance on individual customers, employees, contracts, premises or permissions and explain the practical measures available to reduce that dependence.

How can I reassign live mandates and introduce new account leads without disrupting delivery?

Give every active mandate a status, next decision, budget, delivery owner and client-introduction plan before the founder steps back. Turn these topics into a timetable with owners, access, introductions and a clear point at which the buyer operates independently.