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Practice Acquisition

Growth by 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.

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 build deep relationships with your new clients while you work together to effectively plan toward their long-term financial goals.

Flexible financing options available for independent advisors

Qualifying franchise advisors can borrow up to 90% of the purchase price from Ameriprise Financial when buying external practices or up to 80% of purchase price for an internal practice acquisition.

Loan features include:

  • Competitive interest rates with no origination fee
  • Ten-year loan term
  • No minimum or maximum loan amount

As a franchise advisor, you can also take advantage of additional resources, including a practice acquisition guidebook, book of business review and integration support1.

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.
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 website 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