Asking price
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A group active in Switzerland and internationally is selling its fiduciary division based in French-speaking Switzerland. The unit is part of a nationally known structure and benefits from a regular flow of qualified clients referred by the parent company. The business is closely tied to a specific sector, in which the group has been a leader for more than twenty years. The name has a good reputation among a targeted clientele, and the brand portfolio strengthens client trust. Little active sales effort is needed, as enquiries come in naturally. The client base is local, national and international. The stated intake capacity is between 300 and 500 new clients per year. The development potential is mainly technological: digitalisation, automation and modern tools would make it possible to absorb a significant volume and offer a smoother client experience. The ideal buyer is an individual or a company from the fiduciary, finance, banking or insurance sectors, with experience in large-scale management and a process and performance-driven approach. A quick takeover is possible, with support provided. This opportunity is aimed at an ambitious player wishing to move a traditional structure towards a modern, scalable model. Contact us to find out more.
The owner group wishes to part with its fiduciary division and hand it over to a buyer able to develop it with modern tools.
Constant flow of qualified clients generated by the parent company National reputation and portfolio of recognised brands Little active sales effort needed Loyal, recurring client base Strong potential for digitalisation and growth
Leez indexes this listing. Full details and the seller's contact are on the official listing.
View the official listingReference ID
104,204
Published
October 22nd, 2026
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The seller's contact and the full listing are on remicom.com.