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Buying and Selling a Practice

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

Private Wealth Advisor

Buying and Selling a Practice

Let's Talk

Call us confidentially at

866.806.9984

OR

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 your practice. That's why Ameriprise Financial invests in a dedicated team of acquisition specialists with deep experience and knowledge in this powerful and proven way to grow your practice. Your local team is also ready to help you source leads, make introductions and be at the table as you manage negotiations.

We help our advisors take advantage of practice acquisition opportunities in two ways:

  • Supporting advisors who want to grow: We can help 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.

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.