GAIN CONFIDENCE IN YOUR EXIT PLAN WITH OUR
SIGNATURE PROCESS

A successful exit or succession plan begins
with our thorough signature planning process.

How does your business continue to thrive without you?

This is the question every privately-held business owner must face during the life of their company. The hard reality is most business owners simply do not have a written plan that, when executed properly, will maintain the valuation of the company and allow it to thrive upon their exit.

Without a plan, the exit of the owner often leads to reduced valuation, ineffective and expensive inside transfers, or even a fire sale and the sudden closing of a legacy business.

One way to avoid these scenarios is a written, well-executed plan — that’s where our team comes in.

Our Signature Planning Process is the
foundation for all of our other services.

Emergency Operating Plan

A thorough document designed to guide the business and all those associated with it in the event of the unexpected death or incapacitation of the owner.

Executive Retention Plan

A plan to attract, retain, and reward
the people who help you build
your business.

Business Valuation

A best-effort estimation of the fair market value of a company and an analysis of the key performance indicators that affect that value.

Meet Your Planning Team

PAUL ELMENDORF

Director of
Business Planning

CASEY L FOX

Director of
Financial Planning

CARLY TURNER

Head of Marketing & Client Services

JACK COLLINS

Client
Services Manager

ZAC ROBINSON

Client Experience Manager

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.