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Sell a company: Finance & insurance
Sell a company: Finance & insurance: 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 finance, fiduciary or insurance business: value, evidence and handover
When selling a finance, fiduciary or insurance business, the listing should explain recurring mandates or commissions, retention, cancellation and clawback exposure, professional qualifications and client trust. Buyers need evidence that the operation, people and rights can continue after completion without exposing client identities, policies, accounts, tax files, powers of attorney and personal financial data in the public offer.
Explain what creates value when selling a finance, fiduciary or insurance business
The public profile should make recurring mandates or commissions, retention, cancellation and clawback exposure, professional qualifications and client trust 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 multi-year revenue by mandate type, anonymised concentration and retention, remuneration logic, contract terms, professional qualifications, systems and compliance procedures. 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
Fiduciaries, advisers, brokers and qualified successors can be suitable when their organisation and responsible people meet the requirements of the activity. 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 identities, policies, accounts, tax files, powers of attorney and personal financial data 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
Inventory mandates, powers, renewals, filings and open work, then transfer each client group under an agreed contractual and data-protection basis. 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 finance, fiduciary or insurance business
Explore the relevant industries or return to the main seller page: sell a company, Accounting office, Tax advisory firm, Fiduciary company and Insurance broker.
Questions to resolve before selling a finance, fiduciary or insurance business
How should I substantiate recurring fees, commissions and client retention before a sale?
Use several comparable periods and show the figures that explain recurring mandates or commissions, retention, cancellation and clawback exposure, professional qualifications and client trust. Separate recurring operations, exceptional events, owner adjustments and any assets or costs outside the proposed transaction.
Which licences, mandates, powers and compliance records need to be ready for review?
Prepare multi-year revenue by mandate type, anonymised concentration and retention, remuneration logic, contract terms, professional qualifications, systems and compliance procedures. Start with aggregated information, then release original documents in a controlled process once the buyer and transaction fit are credible.
How can I present cancellation, clawback and client-concentration risks transparently?
Test how recurring mandates or commissions, retention, cancellation and clawback exposure, professional qualifications and client trust 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 should sensitive files, renewals and filing deadlines be assigned during the transition?
Inventory mandates, powers, renewals, filings and open work, then transfer each client group under an agreed contractual and data-protection basis. Turn these topics into a timetable with owners, access, introductions and a clear point at which the buyer operates independently.