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August 21, 2018

Ladenburg Thalmann unveils new succession planning platform

Ladenburg Thalmann Financial Services has introduced a new succession planning and acquisition platform for advisers seeking to offload or acquire businesses.

The new Succession, Continuity & Acquisitions (SCA) platform will identify and support transactions for advisers seeking growth through acquisitions or those seeking planned retirement. The platform will also assist advisers develop continuity plans.

The platform will offer education and planning consultation and enable advisers identify the ideal transaction partners for their businesses through its screening capabilities.

Besides, it will generate estimates on the value of a business as well as offer access to financing options through Ladenburg’s alliance with banks, lending institutions and other third-party industry funding sources.

The services of the new platform can be availed by advisers affiliated with Ladenburg’s five independent advisory and brokerage subsidiaries namely Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network (SSN).

Ladenburg executive vice president and COO Adam Malamed said: “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.

“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 advisers, empower their growth and drive a superior level of value-add and opportunity capture.”

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