Established fiduciary firm with loyal clientele - Central Switzerland
Asking price
This traditional fiduciary firm located in Central Switzerland offers a comprehensive range of accounting and advisory services. Its services cover taxation, bookkeeping, payroll administration, auditing and property management. The company has built a solid reputation with a diverse and stable clientele, who appreciate its reliable and professional support. The team in place consists of experienced and loyal employees, who work in a horizontal organisational structure that encourages exchange and interdisciplinary collaboration. The working environment prioritises work-life balance, with flexible hours adapted to individual needs, whether full-time or part-time. Skills development is also an integral part of the company culture. As part of a planned succession, this opportunity is aimed at a qualified and motivated professional, holding at least a federal fiduciary certificate or equivalent qualification, as well as proven experience in the sector. The ideal candidate will be able to leverage their technical skills, entrepreneurial mindset and client orientation to actively contribute to business development. Two pathways are possible: direct integration into management with equity participation, or a position as fiduciary manager with the possibility of gradual progression towards a partner role. This flexibility allows the transition to be adapted to the aspirations and profile of the successor. This is an excellent opportunity to join a human-scale structure, with a solid foundation and growth potential, in a friendly and professional working environment. Those interested in this acquisition or partnership opportunity are invited to come forward to find out more.
Succession planning with possibility of gradual or direct integration depending on the successor's profile
Established and diversified clientele with excellent reputation Experienced and stable team working in a collaborative structure Complete range of fiduciary services (taxation, accounting, auditing, administration) Company culture focused on work-life balance and skills development Flexibility in the succession pathway with possibility of gradual equity participation
Leez indexes this listing. Full details and the seller's contact are on the official listing.
View the official listingReference ID
100,205
Published
February 2nd, 2026
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The seller's contact and the full listing are on kmu-nachfolgezentrum.ch.