Updates

Estate planning can feel overwhelming, especially when you are not sure where to start. Join Casey Fox, Director of Financial Planning at Erben Planning, for a live introductory session covering the fundamentals of wills and trusts and the basic building blocks of an estate plan. This webinar is designed for anyone beginning the estate planning

Succession by Design: How Visionary Leaders Prepare Their Organization for What’s Next, the first book from Erben Associates President Jim Erben, debuted at No. 38 on the USA TODAY Best-selling Booklist following its July 28, 2026, release. The ranking placed the book among the list’s Top 50 titles and earned Erben national bestseller recognition. USA

Erben Associates President Jim Erben has spent more than three decades sitting across the table from business owners at some of the most consequential moments of their careers — the sale of a company, the handoff to the next generation, the sudden illness that forces a decision no one planned for. His new book, Succession

Jim Erben, Founder and President of Erben Associates, recently joined John Gallagher on The Uncommon Leader Podcast to discuss why business succession planning should begin long before an owner is ready to exit. During the conversation, Jim explains how waiting to plan for a transition can increase taxes, reduce business value, create unnecessary risk, and

Erben Associates is proud to share that the firm has been named to Inc.’s 2026 Best Workplaces list, marking the third consecutive year Erben Associates has received the recognition. The annual list recognizes companies that invest in strong workplace cultures. Inc. also named Erben Associates among 18 Austin-area companies included on the 2026 list.

The Erben Associates team recently returned from a company retreat in Big Sky, Montana, where team members had time to step away from the day-to-day and reconnect outside the office. The retreat brought together members of the Erben Associates team, along with some of their significant others, for a few days of horseback riding, golf, hiking, games, shared meals, and more.

Erben Associates is proud to share that Jim Erben’s upcoming book, Succession by Design: How Visionary Leaders Prepare Their Organization for What’s Next, is now available for pre-order. The book will be released on July 28, 2026, and is available for pre-order through Amazon, Barnes & Noble, BAM!, and Bookshop.