Ameriprise Financial

America's leader in financial planning*

Join Ameriprise

Experienced Financial Advisors

Unlock the value you've built

You may have heard that a practice is worth roughly twice its annual recurring revenue. The Practice Acquisitions team at Ameriprise Financial will help you understand what your practice is worth, based on our industry knowledge and experience. We study a number of factors to determine the value of a practice, including:

  • Assets under management
  • Revenue mix
  • Business longevity
  • Areas of specialization
  • Number, age and tenure of clients
  • Client service model
  • Products offered
  • Office location

Our payment structures are industry standard, and include options for flexible deferred payments. Whatever the size of your practice, we'll structure an agreement that addresses your priorities and compensates you fairly.

To discuss the potential value of your practice with an Ameriprise Financial professional, please contact us online or call us at (888) 267-8370. You will hear from us within two business days.