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Buying and Selling a Practice


Benefit from our expertise and proven processes


No matter what your situation, Ameriprise Financial invests in a dedicated team of specialists with deep experience and knowledge in each of these areas. Your local team is also ready to help you source leads, make introductions and be at the table as you manage negotiations.

“My field leader introduced me to several different people that had gone through recent practice acquisitions. Having the ability to network before we did our first one was critical to our success.”

John Hughes, AMPA®, CRPC®, CKA®

Private Wealth Advisor

Dothan, AL

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

Growth by Acquisition


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. 

Planning Your Succession


Taking care of yourself and your clients


Whether you are sunsetting or selling your practice, we'll help you do it in a way that makes sense for you and your business. Our succession strategy specialists will help you find the right successor who shares your values and vision for your practice — someone who will take care of your clients the way you do.

Selling Your Practice


Protecting your legacy


As you look forward to what’s next, succession planning is critical to protect your personal interest and those of your clients. We’ll help you identify a successor you can trust to carry on your standard of service — providing peace of mind that your clients will get the personalized care and support they deserve.