Join Ameriprise

Growth by Acquisition

Anthony Pio Costa IV, CRPC®, APMA®

Private Wealth Advisor

Growth by Acquisition

Let's Talk

Call us confidentially at

866.806.9984

OR

Contact a recruiting director near you

Quantum growth: Expand your practice through acquisition

We’re committed to helping you explore every possible avenue to grow your practice – including acquiring an external practice. When executed properly, an acquisition can help you:

  • Expand your client base
  • Diversify your services
  • Expand your referral base
  • Provide new opportunities for your staff
  • Streamline your business by mitigating the cost of serving each client

We've helped more than 300 advisors successfully acquire practices in the last five years.1

Maybe you've already considered an acquisition, but don’t know where to start. Our dedicated practice acquisition team will bring their proven experience to guide you through every step of the process:

  • Sourcing and due diligence
  • Valuation and negotiation
  • Flexible financing for qualifying advisors
  • Final closing and onboarding

Above all, the Ameriprise practice acquisition team can help assess the culture of both firms – and make sure the client base and level of service is a good fit for both parties. At the end of the day, we want to make sure you and your new clients can work together effectively to build even deeper relationships as you work together to plan for long-term financial goals.

 

Flexible financing options available – Ameriprise Franchise Group

Don’t let financing hold you back from pursuing a practice acquisition. Qualifying franchise advisors can borrow up to 50% of the purchase price from Ameriprise Financial when buying external practices.

Loan features include:

  • A competitive interest rate
  • Duration from three to six years
  • Minimum loan of $25,000; maximum loan of $500,000

In addition, as a franchise advisor, you can take advantage of additional resources, including a practice acquisition guidebook, book of business review and integration support.2

To find out more about our practice acquisition support, contact a recruiting director near you.

1Company data as of September 15, 2020.

2Some support and resources are provided to franchise advisors for a fee.

This web site and the franchise sales information on this site do not constitute an offer to sell a franchise. The offer of a franchise can only be made through the delivery of a franchise disclosure document. Certain states require that we register the franchise disclosure document in those states. The communications on this web site are not directed by us to the residents of any of those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law. MN Permit #F-3872. Not for use with clients. 1491 Ameriprise Financial Center, Minneapolis, MN 55474