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Buying and Selling a Practice

Phil Watson, MBA, CRPC®, CLTC®, APMA® 

Private Wealth Advisor

Ameriprise Franchise Group

Buying and Selling a Practice

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Contact a recruiting director near you

Benefit from our expertise and proven processes

Acquiring a practice is one of the best ways to quickly grow an advisory business. That's why Ameriprise Financial has invested in a dedicated team of acquisition specialists with deep experience and knowledge in this specialized area. We help our advisors take advantage of practice acquisition opportunities in two ways:

  • Supporting advisors who want to grow
    We help both our Franchise Group and Advisor Group advisors grow by acquisition, guiding them through the entire process and providing financing to eligible franchisees.
  • Preparing advisors for retirement
    Advisors who have served their clients well deserve to be rewarded in retirement, whether through franchise equity or, if you qualify, an employee sunsetting arrangement. Either way, we help advisors formulate succession strategies that meet their needs.

Looking to sell your practice? Ameriprise is an active buyer.

If you're thinking about selling your practice, see how we can help you retire on your terms — and make sure your clients are cared for by a successor who shares your values.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.