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Confidential · LOT-0007 · LIVE
Established Ticino fiduciary — accounting, tax, payroll
Ticino
Fiduciary & Trust (Treuhand)
Founded 1975
Share Deal
LOT-0007
Revenue
CHF 2.5M–5M
FY 2025
EBITDA
CHF 500k–1M
Range
Employees
11
Full-time
Founded
1975
Heritage
Multiple
3.7×
Rev / EBITDA
§ 01 · Executive Summary
Multi-generational fiduciary office serving 320+ SME clients across Ticino. Stable book of recurring mandates (accounting, VAT, payroll, tax filings, domiciliation). Italian-speaking team, seasoned partners, modern Abacus stack. Owner planning a phased exit over 18 months.
§ 02 · Investment Highlights
01
Revenue Profile
CHF 2.5M–5M annual revenue across multi-year customer relationships.
02
Margin
CHF 500k–1M EBITDA — consistent profitability over the last fiscal cycles.
03
Operational Asset
11 FTE — established operation in Ticino.
04
Heritage
Founded in 1975 — long operational history with established customer base.
§ 03 · Financial Summary
Metric
Range
Detail
Revenue
CHF 2.5M–5M
— unlock —
EBITDA
CHF 500k–1M
— unlock —
Employees (FTE)
10–25
— unlock —