Investments are the driver for
your exit planning goals.
Our team works with your investment managers to help ensure your risks align with the goals you’ve set in your exit plan.
As an agnostic, independent party, we can look at the entire market and consider what your portfolio needs — not just what a corporation offers.
We’ll ask the questions you may not know to ask, challenge the results when necessary, and work to ensure we’re executing your well-written exit plan.
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-executed
exit strategy.