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Sell a consulting firm
Sell a consulting firm: 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 a consulting firm: recurring mandates, utilisation, rates, pipeline quality, consultant retention and founder-dependent client relationships
To sell a consulting firm, make recurring mandates, utilisation, rates, pipeline quality, consultant retention and founder-dependent client relationships 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 a consulting firm
Explain recurring mandates, utilisation, rates, pipeline quality, consultant retention and founder-dependent client relationships, 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 revenue and contribution by service, anonymised mandates, utilisation and rates, weighted pipeline, consultant profiles, contracts, methodologies and intellectual-property ownership. 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
Consulting groups, specialist firms and experienced successors may fit when they can retain delivery talent and client confidence. 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 Do not publish client names, confidential advice, proposals, rates, personal data and proprietary methods. 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
Transfer each mandate with scope, economics, decisions, deliverables, responsible consultant and an agreed client introduction. Build a handover list for open work, responsible people, access, deadlines and introductions before the seller's availability reduces.
Related seller guidance for a consulting firm
Compare the broader category or return to the main seller page: sell a company and Consulting & agencies.
Questions to resolve before selling a consulting firm
Which recurring mandates, utilisation rates and project margins should I present in the sale process?
Show several comparable periods and evidence for recurring mandates, utilisation, rates, pipeline quality, consultant retention and founder-dependent client relationships. Reconcile financial claims with revenue and contribution by service, anonymised mandates, utilisation and rates, weighted pipeline, consultant profiles, contracts, methodologies and intellectual-property ownership and distinguish transferable performance from work or relationships that depend on the seller.
What contract, pipeline, methodology and intellectual-property evidence should be available?
A focused file should include revenue and contribution by service, anonymised mandates, utilisation and rates, weighted pipeline, consultant profiles, contracts, methodologies and intellectual-property ownership. Explain gaps and exceptions before they affect valuation, warranties or the timetable.
How can I explain founder-led sales and client relationships that may not transfer automatically?
Identify which parts of recurring mandates, utilisation, rates, pipeline quality, consultant retention and founder-dependent client relationships 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 should live engagements, deliverables and client responsibility move to the new lead?
Transfer each mandate with scope, economics, decisions, deliverables, responsible consultant and an agreed client introduction. Test the transfer on real open work and record who owns every remaining exception after completion.