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Sell a tax advisory firm
Sell a tax advisory 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 tax advisory firm: recurring mandates, fee quality, filing calendar, qualified staff, professional risk and owner-held client trust
To sell a tax advisory firm, make recurring mandates, fee quality, filing calendar, qualified staff, professional risk 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 a tax advisory firm
Explain recurring mandates, fee quality, filing calendar, qualified staff, professional risk 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 and fee schedule, retention, engagement terms, filing and appeal calendar, work in progress, staff qualifications, insurance, systems and quality procedures. 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
Tax and fiduciary firms or qualified successors may fit when they have capacity for deadlines, confidentiality and specialist review. 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 Do not publish client identities, tax returns, accounts, rulings, bank data, credentials and personal financial information.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
Transfer every mandate with filings, elections, open questions, authority correspondence, deadlines, powers and the new responsible adviser. Build a handover list for open work, responsible people, access, deadlines and introductions before the seller's availability reduces.
Related seller guidance for a tax advisory firm
Compare the broader category or return to the main seller page: sell a company and Finance & insurance.
Questions to resolve before selling a tax advisory firm
How should I show recurring compliance margin after fully costing qualified adviser time?
Show several comparable periods and evidence for recurring mandates, fee quality, filing calendar, qualified staff, professional risk and owner-held client trust. Reconcile financial claims with an anonymised mandate and fee schedule, retention, engagement terms, filing and appeal calendar, work in progress, staff qualifications, insurance, systems and quality procedures and distinguish transferable performance from work or relationships that depend on the seller.
What mandate, power, filing, advice and professional-cover records should I assemble?
A focused file should include an anonymised mandate and fee schedule, retention, engagement terms, filing and appeal calendar, work in progress, staff qualifications, insurance, systems and quality procedures. Explain gaps and exceptions before they affect valuation, warranties or the timetable.
How must I disclose open tax reviews, historic advice risk and partner-dependent clients?
Identify which parts of recurring mandates, fee quality, filing calendar, qualified staff, professional risk 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 deadlines, authority correspondence and professional responsibility transfer clearly?
Transfer every mandate with filings, elections, open questions, authority correspondence, deadlines, powers and the new responsible adviser. Test the transfer on real open work and record who owns every remaining exception after completion.