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See the difference experience makes

Our Practice Acquisition 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:

  • Information gathering
    • Share with us how you run your business and what you want for your clients.
    • 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.
  • Offer and due diligence
    • Participate in a due diligence call to discuss your practice and the options available to you.
    • Review the offer for your practice.1
    • Participate in the due diligence process, providing additional detail as needed.
  • Integration planning
    • 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.1
  • Transition
    • Support the transition of your practice to Ameriprise Financial according to your integration plan.
    • Work with our transition managers and local leaders for the support you need to successfully transition your clients.

1 Support varies depending on your affiliation with Ameriprise. AFG advisors are encouraged to retain their own legal/tax counsel.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.