Well-established trust company with diversified clientele
CHF 497'000(Fixed price)

With solid experience and a loyal clientele, this trust company offers a full range of services in accounting, taxation, business management and financial advice. It supports both the self-employed and SMEs in the management and optimization of their finances.

Its qualified and autonomous team provides a rigorous and personalized service, guaranteeing optimal business continuity for a buyer. The company benefits from an excellent reputation and a lasting relationship of trust with its customers.

With recurring revenues and a stable client base, this trust represents an attractive opportunity for a professional in the sector or a company wishing to strengthen its presence on the market. Its development potential is significant, in particular thanks to regulatory developments and the growing demand for specialized financial services.

Overview

  • Legal form: Public limited company
  • Years of existence: 11 - 20 years
  • Location of the premises: Tenant
  • Number of employees: 6 - 10
  • Turnover: 500 001 - 1 000 000
  • Business mobility: Regional travel possible
  • Customer location: Local clientele, Regional clientele
  • Transaction Type: Global sale of the company
  • Visitors per month: 1500
  • Technology(ies): Website and CRM
  • Franchise: No