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Sell a fiduciary company
Sell a fiduciary company: 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 fiduciary company: recurring accounting, tax and administration mandates, fee quality, staff capability, deadlines and client trust
To sell a fiduciary company, make recurring accounting, tax and administration mandates, fee quality, staff capability, deadlines and 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 a fiduciary company
Explain recurring accounting, tax and administration mandates, fee quality, staff capability, deadlines and 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, terms, filing calendar, work in progress, staff qualifications, insurance, systems and authorities. 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
Fiduciary groups and qualified successors may fit when they can absorb deadlines and retain the responsible professionals. 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 Do not publish client identities, accounts, payroll, tax and bank data, powers, credentials and employee records. 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 files, balances, powers, deadlines, access, open advice and a named 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 a fiduciary company
Compare the broader category or return to the main seller page: sell a company and Finance & insurance.
Questions to resolve before selling a fiduciary company
Which recurring mandates remain profitable after fully costing partner and seasonal work?
Show several comparable periods and evidence for recurring accounting, tax and administration mandates, fee quality, staff capability, deadlines and client trust. Reconcile financial claims with an anonymised mandate register, fees and hours by service, retention, terms, filing calendar, work in progress, staff qualifications, insurance, systems and authorities and distinguish transferable performance from work or relationships that depend on the seller.
What engagement, power, filing, client-money and software records should I prepare?
A focused file should include an anonymised mandate register, fees and hours by service, retention, terms, filing calendar, work in progress, staff qualifications, insurance, systems and authorities. Explain gaps and exceptions before they affect valuation, warranties or the timetable.
How do I disclose deadline risk and clients likely to follow the selling adviser?
Identify which parts of recurring accounting, tax and administration mandates, fee quality, staff capability, deadlines and 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 every open period, filing and professional responsibility move to named staff?
Transfer each mandate with files, balances, powers, deadlines, access, open advice and a named new responsible person. Test the transfer on real open work and record who owns every remaining exception after completion.