Jim Erben Featured on The M&A Mastermind Podcast

Jim Erben, Founder and President of Erben Associates, joined host Nick Olsen on The M&A Mastermind Podcast to discuss how business owners can prepare for a successful ownership transition.

In “Succession by Design,” Jim shares the importance of intentional succession and exit planning, understanding business value, and assembling a strong advisory team. The conversation explores how planning ahead can help owners minimize taxes, protect their legacy, and prepare for what comes next.

Released June 25, 2026, the episode offers insights for business owners and the professionals who guide them through a transition.

About Erben Associates

Erben Associates is a specialized planning firm focused on helping business owners, high-net-worth individuals, and families navigate the intersection of business value, personal wealth, succession, and legacy. For over 30 years, the firm has helped clients bring clarity and coordination to complex planning decisions through a relationship-driven approach that integrates existing advisors and specialized expertise when needed. Through its proprietary planning process, Erben Associates helps clients make informed decisions designed to support long-term continuity, financial confidence, and lasting impact. To learn more, contact Erben Associates.