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Practice Management > Succession Planning

Ladenburg Gives Reps New Succession, M&A and Other Tools

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Ladenburg Thalmann Financial Services says it has rolled out a platform to help its roughly 4,300 affiliated advisors with succession, continuity and acquisition activities.

“Our new Succession, Continuity and Acquisitions platform positions our financial advisors to capture new opportunities that have been created over the past year with succession planning-based transactions,” according to Ladenburg COO Adam Malamed.

The SCA platform can be accessed by advisors with Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network (SSN). The new resource includes access to two succession planning and M&A coaches, as well as to four business coaches focused on succession planning.

“The offerings that comprise this new platform are part of the comprehensive succession planning solutions we intend to roll out, and provide another powerful example of Ladenburg’s ability to leverage its scale and resources to meet the needs of our firms and advisors, empower their growth and drive a superior level of value-add and opportunity capture,” Malamed added.

The platform’s key tools emphasize education and planning, advisor batching, transaction structuring, valuation and practice transitions.

In addition, SCA provides advisors with financing options via Ladenburg’s partnerships with banks, lending institutions and other third-party industry funding sources.

“By combining the expertise of our dedicated coaches with technology-enabled matching resources, sophisticated valuation tools and access to transaction financing partners, we’re giving advisors and their teams a blueprint to execute effectively on a sale or purchase of an independent practice,” said  Kirk Hulett, head of organizational and practice development for Ladenburg, in a statement.

“Equally important, this new platform maintains a vital human element, ensuring that our advisors have access to experienced coaches as they navigate these complicated, yet crucial processes,” Hulett explained.


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