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Business Owners, Founders & CEOs
High-Net-Worth Individuals, Families
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Succession By Design
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Legacy By Design
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Timeline
What Does This Cost?
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Contact
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(512) 402-0250
TALK TO US
(512) 402-0250
About
Menu Toggle
Our Story
Our Approach
Our Team
M Financial
Services
Menu Toggle
Business Owner Advisory
Menu Toggle
Business Exit Planning
Business Succession Planning
Wealth Protection
Menu Toggle
Financial Independence Planning
Estate Planning
Legacy Planning
Portfolio Management
Tax Strategy Coordination
Capital Needs Analysis
Who We Help
Menu Toggle
Business Owners, Founders & CEOs
High-Net-Worth Individuals, Families
Our Process
Menu Toggle
Succession By Design
Menu Toggle
Timeline
What Does This Cost?
Deliverables
Legacy By Design
Menu Toggle
Timeline
What Does This Cost?
Deliverables
Insights
Contact
Insights
Resources
Balancing Family Legacy with Business Exit Goals
Signs Your Business Is Too Dependent on the Owner
How Far in Advance Should You Start Exit Planning?
See All Resources »
Updates
Erben Associates Named in Inc.’s 2026 Best Workplaces List
Erben Associates Team Retreat in Big Sky, Montana
Jim Erben Announces Upcoming Book, Succession by Design
See All Updates »
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