74 – Reference heritage real estate agency – Annecy / Geneva Basin

An independent agency with strong reputation, specialized in heritage real estate

Rare on the market, this independent real estate agency benefits from over 50 years of local and international presence in the Annecy and cross-border basin.

It has built a solid reputation through its expertise in high value-added real estate operations: property dismemberment, including life annuities, forward sales..., with a differentiating approach at the intersection of real estate, finance and wealth transfer.

Its high-end positioning, its partner network and its qualified portfolio make it a particularly interesting opportunity for a professional wishing to take over an immediately operational structure or accelerate development in the heritage market.

Strategic location
The agency is ideally located in Annecy, on a high-traffic axis, in the heart of a developing sector benefiting from:
excellent commercial visibility
a dynamic real estate environment
new developments in immediate proximity
local, national and international clientele.

The commercial space, approximately 47 m², is in excellent condition and includes:
a reception area
an office
restrooms
a cellar
parking within the condominium.

The commercial lease is in place and can be adapted as part of the takeover.
Rental conditions
Annual rent: €15,530
Annual charges: €480

A recognized and immediately operational activity
The agency benefits from strong reputation among:
heritage and premium clientele
French and international investors
notaries, partner agencies and referrers

It has solid commercial history and a network developed over several decades.

A promising positioning
The activity is based on several complementary areas of expertise:
Life annuities
Forward sales
Traditional real estate transactions
Advice and wealth engineering applied to real estate

These markets benefit from favorable structural trends:
aging population
search for alternative wealth solutions
transmission optimization
growing interest in real estate assets with secured returns

Transferred assets
The sale includes a set of assets allowing immediate business continuity.

International network
The agency has partnerships and access to investors particularly in:
Switzerland
Northern Cyprus
Mauritius
Complete multilingual distribution complements this commercial arrangement.

Business model
Revenue comes mainly from:
transaction commissions
specialized real estate intermediation
support and structuring of wealth operations
The model combines traditional transaction activity and niches with higher value-added.

Ideal buyer profile
This opportunity will be particularly suitable for:
a real estate professional wishing to develop a differentiating activity
an agency wishing to strengthen its heritage expertise
an entrepreneur or commercial profile with strong development capacity
an investor seeking an independent structure with established reputation.

Takeover support
To secure the transfer, the seller offers particularly comprehensive support including:
2 months of initial training
transmission of commercial and operational methods
handover of tools and processes
presentation to partners and referrers
operational support until December 31, 2026.
The buyer will also benefit from the support of a professional with over 16 years of experience in this activity.

Provision of a valid T Card may be considered according to terms to be defined between the parties.

Sale conditions
The business includes in particular:
the clientele
the contact portfolio
active mandates
the sales pipeline
tools and methods
operational know-how
partnerships developed as part of the activity

Detailed presentation file and financial information provided after qualification of the takeover project and commitment to confidentiality.

Business for sale in Annecy