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Confidential · LOT-0002 · LIVE
Accounting & Tax Fiduciary in Ticino
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Ticino
Fiduciary & Trust (Treuhand)
Founded 2009
Share Deal
LOT-0002
Revenue
CHF 1M–2.5M
FY 2025
EBITDA
CHF 500k–1M
Range
Asking price
—
Bracket
Employees
12
Full-time
Founded
2009
Heritage
Deal type
Share Deal
Structure
§ 01 · Executive Summary
The provision of consulting services in the field of accounting (commercial accounting, cost accounting, tax accounting, VAT accounting, among others), as well as the provision of general business administration services (payroll management, social security matters, authorizations and permits, among others) and representation services (domiciliation, tax representation, VAT representation, among others). The company may also offer real estate administration services.
§ 02 · Investment Highlights
01
Revenue Profile
CHF 1M–2.5M annual revenue across multi-year customer relationships.
02
Margin
CHF 500k–1M EBITDA, consistent profitability over the last fiscal cycles.
03
Operational Asset
12 FTE, established operation in Ticino.
04
Heritage
Founded in 2009, long operational history with established customer base.
§ 03 · Financial Summary
Metric
Range
Detail
Revenue
CHF 1M–2.5M
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EBITDA
CHF 500k–1M
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Employees (FTE)
10–25
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