Established fiduciary firm with loyal clientele - Canton of Berne
Asking price
This well-established fiduciary company in the Canton of Berne offers a rare opportunity for a qualified professional wishing to become a partner within a solid and sustainable structure. Present in the market for several decades, the company has developed steadily and sustainably, building a reputation for excellence with an extremely loyal clientele. The business covers a full spectrum of fiduciary services: tax and economic advice, accounting audits and strategic support for clients. The company relies on a committed team of skilled professionals who bring genuine field expertise. The client base is characterised by remarkable loyalty and recurring mandates that ensure long-term financial stability. As part of the founder's succession, a management buyout solution involving internal executives has been prepared. The company is now seeking a third partner to complete this management team. The desired profile combines solid professional qualifications with essential personal qualities: team spirit, client orientation and the ability to represent the company with external partners. This opportunity is aimed at an experienced fiduciary professional who wishes to invest in an existing structure rather than create their own business. Integration will take place within a well-established organisation, with established processes and an existing client base. An equity contribution is required to finalise this partnership. If you are a fiduciary expert motivated by an entrepreneurial project within a close-knit team, this opportunity deserves your attention. You will join a profitable company with solid development prospects.
The founder is preparing his succession and has put in place a progressive transfer solution involving current executives, with the arrival of a new partner to complete the management team.
Market presence for several decades with continuous and sustainable growth Extremely loyal and faithful clientele with very high recurring revenues Team of committed and skilled professionals providing in-depth expertise Solid profitability and well-established organisational structure Prepared succession solution with progressive integration into an existing team
Leez indexes this listing. Full details and the seller's contact are on the official listing.
View the official listingReference ID
100,669
Location
Bern
Number of employees
6-20 employees
Published
September 21st, 2026
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The seller's contact and the full listing are on nachfolgepool.ch.