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Growth by Acquisition

Anthony Pio Costa IV, CRPC®, APMA®

Private Wealth Advisor

Ameriprise Franchise Group

Growth by Acquisition

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Quantum growth: Expand your practice through acquisition

There’s more than one reason to consider expanding your practice through an acquisition. Not only can you acquire a broader client base in one move, you can also use an acquisition to improve margins, gain efficiencies, and amplify your growth.

Best of all, the Ameriprise practice acquisition team can make it easy, so you can focus on what you love doing the most: serving your clients.

How it works

Whether you’re an employee advisor or franchise advisor, our team will guide you through key steps along the way, including:

  • Sourcing1
  • Initial meetings, data gathering and onboarding
  • Valuation and the offer2
  • Due diligence
  • Negotiations and closing preparation2
  • Closing2

With hundreds of acquisitions under our belt and proven best practices, we can help you source practices and assess their value.2


Flexible Financing options

Looking for financing options? We have them: we help qualified franchise advisors grow their practices through acquisitions every day.

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 the practice acquisition guidebook, book of business review and integration support.1

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

1Some support and resources are provided to franchise advisors for a fee.
2Employee advisors only.
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