Independent licensed insurance brokerage company - Canton of Geneva

This independent insurance brokerage company represents a rare opportunity to acquire a regulated and immediately operational structure in the Swiss financial sector. Licensed by the financial market supervisory authority, it has all the necessary assets to develop a multi-product advisory activity for a diversified clientele, covering both property insurance and personal protection and pension planning. The current organisation is based on a structured team comprising brokerage professionals as well as a person dedicated to administrative, financial tasks and relations with insurance companies. This configuration ensures service continuity whilst offering immediate growth capacity. The current premises are functional and sized to support future development without requiring additional property investments. The business model relies on a recurring and diversified client portfolio, generating predictable commission flows. Complete independence from insurers constitutes a major asset for offering objective advice tailored to each client's specific needs. This position also enables negotiation with the entire market and selection of the best solutions for clients. Beyond a simple takeover, this structure offers considerable development potential. The buyer could either pursue organic growth by progressively integrating new brokers, or evolve the model towards a shared services platform for independent professionals. This second option would create a sustainable scale effect by offering back-office, regulatory compliance and digital tools to brokers wishing to maintain their commercial autonomy. The high regulatory barriers to entry in this sector protect the value of this acquisition and limit competition. This opportunity is aimed at a qualified financial sector professional or an experienced entrepreneur wishing to position themselves in a market undergoing transformation. Contact us to discover this solid foundation and develop your vision of tomorrow's brokerage.