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Confidential · LOT-0037 · LIVE
Ticino Fiduciary Practice Succession
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Ticino
Fiduciary & Trust (Treuhand)
Share Deal
LOT-0037
Revenue
CHF 1M–2.5M
FY 2025
EBITDA
—
Range
Asking price
—
Bracket
Employees
12
Full-time
Founded
—
Heritage
Deal type
Share Deal
Structure
§ 01 · Executive Summary
The company is a fiduciary firm in the areas of fiduciary services, tax, and business consulting.
The company has long-standing client relationships primarily in the Canton of Ticino.
The company's proximity to its clients and regularly maintained contact form a large and sustainable network of existing and new clients.
One of the partners of the company is 65 years old and has no descendants.
A suitable fiduciary firm has the opportunity to expand its market position in the Canton of Ticino by acquiring the company.
§ 02 · Investment Highlights
01
Revenue Profile
CHF 1M–2.5M annual revenue across multi-year customer relationships.
03
Operational Asset
12 FTE, established operation in Ticino.
§ 03 · Financial Summary
Metric
Range
Detail
Revenue
CHF 1M–2.5M
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EBITDA
—
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Employees (FTE)
10–25
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