Experienced Financial Advisors

• Why Ameriprise Financial
• Financial Planning at Ameriprise
• Our Business Models
• Support for Your Practice
• Technology
• Transition Process
• Take the Next Step
• Selling Your Practice
  • Developing Your Succession Plan
  • Valuing Your Practice
  • The Sales Process
  • Real-Life Advisor Story

See the difference experience makes

Our Practice Acquisitions team has worked with advisors in a variety of selling situations. We have the expertise and resources to anticipate your needs. We'll establish expectations up front and give hands-on support to you and the advisor you're selling to through each phase of the transition.

Here's how the process typically works:

• • Provide us with your asset and revenue breakdown.
  • Meet with advisors in your area who are interested in acquiring an advisory practice.
  • Identify the advisor(s) who would be the best fit to serve your clients.
  Information gathering
• • Participate in a due diligence call to discuss your practice and the options available to you.
  • Review the offer for your practice.
  • Participate in the due diligence process, providing additional detail as needed.
  Offer and due diligence
• • Work with your successor to develop an integration plan.
  • Draft client communications announcing the upcoming transition.
  • Plan events and face-to-face meetings where your clients will meet your successor.
  • Review and sign the acquisition documents.
  Integration planning
• • Support the transition of your practice to Ameriprise Financial according to your integration plan.
  Transition