Experienced Financial Advisors
Whenever you are ready to sell your practice, our practice acquisition team can help you develop a succession plan, locate a buyer and transfer your clients.
Preparing for your own future
You help clients plan to achieve their goals every day. Ameriprise Financial can help you plan for your own. Whenever you're ready to exit your business, our succession program can help you unlock the equity in your practice and transfer your accounts to a successor who will take care of your clients. You can exit the business over time to maintain a stream of income, or sell your equity directly through our internal market of ready buyers. Either way, you can protect your interests and those of your clients.
You plan your succession and transition
Succession plans allow the transfer of client relationships when a franchise agreement is terminated. It's smart to have a succession plan in place throughout your career in case an unexpected event occurs, such as death or disability. And, of course, you'll be prepared when it's time to retire.
Transition agreements allow you to buy or sell all or part of a practice in the near term. They offer franchise advisors an excellent way to acquire new client relationships or to sell one segment of their books in order to focus on another. Ameriprise Financial facilitates hundreds of transition agreements each year. Our Succession and Transition Planning Kit contains all the tools, forms, guidelines, tips and other resources you need to successfully complete the process, including equity exchanges.
If you're thinking about selling your practice, see what Ameriprise has to offer.