PORTFOLIO ยท FINANCING

Finance the acquisition of your insurance brokerage portfolio

Acquiring a portfolio or an insurance brokerage firm is a major investment. With our partner CrediPro, a specialist in professional financing, verify the feasibility of your financing for free and receive a personalised pre-analysis within 48h.

Free study & no commitment
Response within 48h
Bank comparison
Support until fund release
WHY FINANCE WITH A SPECIALIST

Put all the odds in your favour

Financing a brokerage portfolio follows its own logic (commission valuation, client retention, legal structuring). A specialist financing broker understands what banks expect from these files and negotiates the best terms on your behalf.

The right banking contact

Your file is presented to the banks most comfortable with portfolio financing.

A solid file

Structuring your financing plan and personal contribution to maximise your chances of approval.

Expert negotiation

Comparison between lenders and securing the financing through to fund release.

HOW IT WORKS

From application to financing in 4 steps

1

You complete the form

5 quick steps about your project and your profile.

2

Pre-analysis within 48h

CrediPro evaluates the feasibility of your financing.

3

Banking strategy

File assembly and bank comparison.

4

Fund release

Support through to the completion of the acquisition.

FINANCING STUDY

Check your financing feasibility

Fill in the form below. Your free pre-analysis will be sent within 48h. Confidential data, never shared.

Secure form
In partnership with CrediPro

The form above is operated by CrediPro. By completing it, you agree to be contacted by CrediPro in connection with your financing project.

A project you're ready to close?

Find the right portfolio on assurdeal, then finance it seamlessly with CrediPro. Our teams support you at every step.

View available portfolios
FAQ

Frequently asked questions about financing

Yes. The feasibility pre-analysis carried out by CrediPro is free and non-binding. You then freely decide whether to continue or not.

CrediPro is a professional financing broker, an assurdeal partner, helping brokers finance the acquisition of portfolios or brokerage firms.

It depends on the project and your profile. The form asks about your available contribution; CrediPro then guides you towards the most suitable banking strategy.

A pre-analysis is sent to you within 48h of submitting your request.