General

The $15 million federal estate tax exemption may change an owner’s tax calculations, but it leaves important questions about business continuity. Who will run the company if the owner unexpectedly passes away, and is that person prepared to take over? Do the estate plan and operating agreement put controlling ownership in the intended hands? Succession

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