Buying a Swiss company from Bolivia: a step by step guide

Switzerland has thousands of profitable SMEs whose owners are approaching retirement without a family successor. For a Bolivian investor this is a concrete path to CHF diversification and access to a banking system that is hard to enter as an individual.

Step 1 — Investment thesis and mandate

We define sector, size (typically CHF 1M to 20M revenue), region and target profitability. A search mandate is signed with transparent fees.

Step 2 — Sourcing and short list

Our Swiss network identifies candidates with a retiring owner, clean books and recurring EBITDA. We narrow to 3 to 5 targets.

Step 3 — Due diligence

Financial, legal, tax and operational DD. We verify key contracts, customer concentration and Swiss labor obligations.

Step 4 — Holding structure

We set up a Swiss holding (AG or Sàrl) with cantonal tax planning. This is the foundation for residency and corporate banking.

Step 5 — Closing and transition

We negotiate earn-out and a 6 to 12 month handover with the outgoing owner. You receive quarterly CHF distributions.

Full detail on Swiss Acquisition.