For Advisors
A partner you can vouch for
When you introduce a client to Saha, your reputation travels with them. Saha is built with that responsibility in mind: a partner that protects the relationships you have spent years building, not one that puts them at risk.
An introduction is a long memory
The owners facing succession are often your longest-standing clients. When you introduce them to Saha, you are not simply facilitating a transaction; you are vouching for how the process will feel and what it produces.
Often, you also know the person who could take over: the manager on whom your client relies, or the family member prepared to lead. Saha gives that person a route to ownership, with financing that does not depend on personal wealth. For many of your clients, this is the succession they would have chosen, had it been possible.
What you can expect from us
A defined process with no surprises
We approach every situation with a clear method: initial assessment, an exclusive agreement, preparation of the handover, financing, and closing. We communicate openly at each stage, with you and with your client, so that nothing arrives unexpectedly and no one is left without answers.
We do not retrade
The price is agreed at the outset, on the results the company has already achieved. We do not use due diligence as a means to renegotiate. Should something material emerge that changes our view, we tell you directly and immediately, never at the last moment.
We move at the right pace
Neither rushed nor indefinitely prolonged. We understand that owners often need time to reach certainty, and we respect that. Once a process begins, we move with purpose and bring it to a conclusion within a reasonable timeframe.
We keep you informed
You introduced the relationship. You remain part of it. We will not go around you, exclude you from significant developments, or leave you in a position where your client knows more, or less, than you do.
How we think about your role
You know things about your client's business that we do not: the history, the dynamics, the sensitivities that never appear in a financial statement. That knowledge makes you a genuine partner in the process, not just an introducer.
We rely on advisors who understand the business before we do. The introductions we value most come from fiduciaries and advisors who have assessed the situation themselves and see a realistic fit, including a realistic successor. We will always tell you honestly if we do not, because protecting your time and your client relationship matters more to us than pursuing a transaction that should not happen.
Our aim is to become the partner you think of first when a succession situation arises, not because we have asked you to, but because every introduction you have made has reflected well on you.
What we look for
To help you assess whether a situation might be a fit before making contact:
Profitable and established
Stable profits over several years and a proven track record.
10 to 100 employees
Established companies of approximately this size, across most sectors.
Succession-driven
Succession or retirement as the primary reason for the transfer, not distress or restructuring.
A capable successor in view
A manager, a family member or a trusted person able to lead the company. Where no one is yet in place, we can assist.
Stable demand
Demand that is reasonably stable, not dependent on a single contract or the owner's personal relationships.
Time for a proper handover
A handover that can be realistically planned with the owner's involvement.
If a situation does not fit these criteria, we will tell you clearly and promptly, so that you can pursue the right path for your client without delay.
Confidentiality
Every conversation is treated with complete discretion. We do not discuss situations with third parties, we do not approach businesses directly once an advisor has made contact on their behalf, and we do not use information shared in exploratory conversations for any purpose other than assessing fit.
A long-term relationship, not a single transaction
Succession among Switzerland's smaller companies is not a one-time opportunity. It is a structural, enduring reality. We are building Saha for the long term, which means building lasting relationships with the advisors who work in this segment.
Every succession we handle well is the foundation for the next introduction. We measure our relationship with the advisory community not by the number of transactions we pursue, but by the quality of the outcomes we achieve for the owners they refer.
Start a conversation
If you have a situation you would like to discuss, even at an early stage and without obligation, we welcome the conversation. Everything is confidential from the first contact.
Refer a situationOr reach us directly at hello@sahaholding.ch. We respond within 48 hours.