Built for the
long run.
Sell your business.
Keep what you built.
We are a permanent home, not a fund. We never sell on, so nothing that matters has to change after the sale.
Your team stays
Every employee keeps their job.
Your name stays
Clients keep the firm they know.
You choose your role
Stay on, or step back. Your call.
Your legacy lasts
Built to be passed on, not flipped.
Decades of trust.
AI from day one.
Our engineers build AI into the work your team already does. Repetitive tasks get done in minutes, and your people get more time for clients.
- Built in-house. Our own engineers, not a reseller of someone else's tool.
- People stay in charge. Your team checks every result before it reaches a client.
- AI adds capacity, not cuts. Nobody loses their job to it.
- Client data stays protected. Strict access rules, kept in the right jurisdiction.
Month-end close · October EXAMPLE
Tax season · 214 clients EXAMPLE
Client inbox · today EXAMPLE
Back office · this week EXAMPLE
Everything a great business needs next.
The people, technology and capital to help your business grow.
Applied AI
We find the work AI does well, build it into your tools, and train your team to use it.
Modern software
We replace slow, old systems with simple and secure software that your team likes to use.
Finance & back office
Shared teams help with accounting, payroll, IT and compliance, so you have more time for clients.
People & succession
We help you hire, train and keep great people, and plan the next generation of leaders.
Growth & capital
Long-term capital for new services, new offices and add-on acquisitions, with what works across Vallis.
Latin for “valley,” and the old name of the Valais. Shaped slowly, over centuries — like the firms we keep.
What working with us looks like.
Get to know you
A first coffee, in person or by video. We listen to your story and what matters most to you. No documents, no obligation.
A clear proposal
After a short, discreet review, we make one plain and fair offer. We explain every number, with no hidden terms.
Build what's next
You choose your role. Our engineers start on the first AI tools with your team, and we never sell the firm on.
Questions we get asked.
Straight answers. If yours is not here, just ask.
What do you look for in a business?
Loyal clients, steady profits, and deep know-how that took years to build. Often the owner is starting to think about succession. Good candidates also have a lot of repetitive work where software and AI can help.
Why would I sell to Vallis?
We buy to own permanently and keep investing. Your firm gets engineering, AI and back-office support that is hard to build alone, and it keeps its name, team and clients.
Do I need to keep running the company?
That is your choice. Some owners stay on for years, others step back after a handover. We agree your role and a transition plan before the sale, with continuity for clients and team in mind.
What happens to my team and company name?
They stay. Every employee keeps their job, and the firm keeps its name and its client relationships. We add support where the team needs it.
How will you use AI in my business?
We start with the repetitive work your team dislikes: document collection, reconciliation, reminders, first drafts. Our engineers build the tools with your people, and your team checks every result. AI adds capacity; it does not replace anyone.
How do you decide what my business is worth?
We look at the quality of revenue, profit, client loyalty and growth prospects. We discuss price and structure together, including payment terms. The goal is one clear proposal you can understand as a whole.
What if I'm not ready to sell?
Talk to us anyway. A first conversation helps you understand how we work and whether we could be the right owner when the time comes. You do not need a sale process to reach out.