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Ladenburg Thalmann

Ladenburg Thalmann Advisors Get Succession Planning Tools

The Succession, Continuity and Acquisitions platform will assist advisors and brokers in planning for implementing their long-term strategies.

Ladenburg Thalmann Financial Services announced the launch of a new Succession, Continuity and Acquisitions platform Thursday. Services available on this platform will assist Ladenburg’s advisors and brokers across the company’s five subsidiary firms in planning for and implementing their long-term succession and related acquisition strategies. These include scenarios around retirement as well as development of continuity plans.

The Practice Management group within Ladenburg led the development effort; the group provides growth strategies, coaching and other business resources to financial advisors. Five firms make up Ladenburg’s IAB group, including Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network

“Recent shifts in business lending, technology and practice management have collectively generated accelerated change in the area of succession planning for independent advisors across the country,” said Ladenburg’s COO Adam Malamed in a prepared statement announcing the roll-out.

He added that the new services were intended “to capture new opportunities that have been created over the past year with succession planning-based transactions...[and] meet the needs of our firms and advisors, empower their growth and drive a superior level of value-add and opportunity capture.”

The specific areas that the platform addresses include education and planning; advisor matching; transaction structuring; valuation; and practice transitions.


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