How It Works
How It Works
A clear five step path from sign up to recurring CHF cash flow.
How it works
From first call to Swiss cash flow
- 01
Discovery call
NDA-first conversation to map your goals, jurisdiction, capital and residency intent.
- 02
Mandate & engagement
A signed fee-based mandate defines scope, target profile, budget and timeline for the search.
- 03
Identify the target
Our Swiss M&A team sources and shortlists vetted, profitable SMEs that match the mandate.
- 04
Due diligence & structuring
Legal, financial and tax DD, plus a Swiss holding structure and financing plan tailored to you.
- 05
Closing in Switzerland
Notarised signing, Swiss corporate bank account opened and a clean handover with the seller.
- 06
CHF cash flow & residency
Quarterly CHF distributions, multi-currency hedge account and an optional Swiss residency pathway.
Not financial advice. Company acquisitions involve risk. Past performance is not indicative of future results. Residency information is general and not legal or immigration advice. Permits are granted by the Swiss federal and cantonal authorities, subject to quotas.
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