CREATE A SOLID
ROADMAP FOR YOUR EXIT

A written, well-designed plan to help
ensure your legacy is sound.

SERVING PRIVATELY-OWNED BUSINESSES ACROSS THE US

Your company is thriving,
what’s next?

If you’re like most of our privately-owned business leaders, you feel an urgency to safeguard the value of the business you’ve built.

You’ve spent your life building this company and, one day, you will exit. It’s up to you to choose if your exit is a well-executed plan that honors your work and the work of your team — or causes your team to scramble and ultimately decline or even close.

Our clients are legacy-builders who expect their family and their team to benefit from their life’s work. If that’s you, we want to help you get there.

Erben Associates has helped hundreds of leaders clarify, plan, and ultimately exit in style through our signature process:
Succession by Design, Not Default™.

INITIAL CONSULTATION

This introductory call is
designed to get to know you
and your goals.

REVIEW MEETING

We review your current position to
identify opportunities for improved
structure & success.

CLEAR NEXT STEPS

We outline your unique roadmap so
you have a planned and well-designed
exit strategy.

Your 6-Part Exit Strategy Roadmap

Once our initial plan is established through our first-year process, we evaluate and
re-structure as needed each year as your needs or plans change.

Define Your
“Happily Ever After”

Create Your
Wealth Number

Determine Your
Business Value

Insure Your
Business Continuity

Maximize and Preserve
Business Value

Sell or Transfer
Ownership

Your first call in the middle of a crisis.

Because of the Emergency Operating Plan, our team is often the first call our clients or their families make in the middle of a crisis. This comprehensive document is often a valuable protector of the business.

If a company lacks an Emergency Operating Plan, one crisis can overtake its value. That’s why it’s one of the first plans we create with our clients and the one they rely on for a sense of well-being regardless of circumstances.

Your Advisory Team

Led by Jim Erben, the Erben Associates team is a competent, passionate group of specialists committed to helping you reach your goals or, as we like to say, your “happily ever after.”

We specialize in individual parts of your plan while collaborating as a team and with our partners. We know the decision to entrust advisors with your finances and business is a critical one, that’s why we are committed to operating with transparency and innovation so you can be sure you’ve made the right choice.