HUGE ANNOUNCEMENT ALERT! ? We are thrilled to announce the launch of Erben M&A Advisors! The Streamlined Exit Solution for Business Owners. ? As the trusted exit and succession planning experts for clients nationwide, we recognized a crucial need: a dedicated team to help you maximize value and streamline the sale process when targeting a third-party buyer. That's where Erben M&A Advisors comes in! ? Our team is excited to have Michael Lambrix, a seasoned financial advisor with almost two decades of deal-making experience, lead the charge. ? This is a unique value add for our esteemed clientele as we look to deliver an even more comprehensive exit planning solution! #exitinstyle Jim Erben Carly Turner Paul Elmendorf Jack Collins Audrey Doubek Dan McGovern Audrey Doubek Zac Robinson, MBA Gardner Walling Brittany Worrell Noah Remmert
Erben Associates
金融服务
Austin，Texas 398 位关注者
Helping families and individuals protect their futures and businesses.
关于我们
Too many business owners and executives fail to plan their exit which results in uncertainty, anxiety, and very often unintended consequences. However, they can successfully navigate the complexities of a comprehensive exit or succession from the business. Erben Associates helps business owners and executives feel empowered through their propriety framework, to create a strategic, seamless, and successful transition with minimal risk. Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Erben Associates, LLC. Erben Associates is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
- 网站
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https://www.erbenassociates.com
Erben Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Austin，Texas
- 类型
- 私人持股
- 创立
- 1992
- 领域
- Exit/Succession Planning、Asset Management、Retirement Plan Analysis、Personal Wealth and Estate Planning、Life Insurance、Risk Analysis、Legacy Planning / Family Continuity 和Tax Planning
地点
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获取路线
300 Beardsley Lane
Suite D-200
US，Texas，Austin，78746
Erben Associates员工
动态
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Exciting Golden Ticket Announcement! ???? We are thrilled to welcome a new client—a woman-owned construction business in Florida! ????? Specializing in large-scale developments and utility improvements, this owner is eager to partner with our team to create a strategic plan that will help them achieve their long-term goals and, one day, #ExitInStyle. We cannot wait to support their journey!
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?? Vistage Members – Don’t Miss This Webinar! ?? Paul Elmendorf will be presenting on "Emergency Succession Planning for Construction Business Owners" for the Vistage Worldwide, Inc. Construction Network. Leadership transitions in construction can be sudden and disruptive, putting business value, employees, and projects at risk. Without a plan, unexpected exits can lead to reduced valuation or even business closure. Join Paul as he shares a practical roadmap to: ? Learn how to prevent disruptions by addressing leadership gaps before they impact operations. ? Protect business value by preserving client relationships and maintaining stability. ? Ensure operational readiness by documenting critical processes and preparing key personnel. ? Strengthen financial security with insurance, cash reserves, and buy-sell agreements. ? Build confidence among employees, clients, and financial partners with clear communication. Walk away with a structured, actionable plan to protect your business. #ExitInStyle Sign up now!
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Can You Afford Not to Plan? As a business owner, time is your most valuable asset—but what happens if you never make time to plan for the future? Our latest blog tells the story of two business owners: one who planned ahead and one who didn’t. Don’t wait until it’s too late.?#ExitInStyle
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Last night, we hosted our first-ever Ladies Night, focusing on "Getting Your Ducks in a Row." We covered key planning steps to help these incredible women protect themselves and their families—both now and in the future. It was truly so special to have many of the amazing women we work with and care about together in one room. A huge shoutout to Jennifer Nelson for sharing her impactful story with the group, and a big thank you to Ategenos Capital for sponsoring the event and sending John Coyne to present The $30 Trillion Opportunity: Women in Wealth. We are so grateful for these wonderful ladies and can’t wait for the next one! #ExitInStyle
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A big thank you to Nick Olsen for having Jim Erben on The M&A Masterminds Podcast to discuss exit planning. With over 30 years of experience helping business owners across all industries, Jim shared valuable insights on maximizing business value and ensuring a successful transition. If you are a business owner thinking about the future of your company, we highly recommend checking out this episode. The best transitions happen with proactive planning—starting early can make all the difference. #ExitInStyle
Helping lower middle market M&A firms take their business to the next level by connecting them with the right strategy, partners, and opportunities. Podcast host of The M&A Mastermind.
Are You Thinking About Your Exit Strategy? Too many business owners wait until it’s too late to plan their exit, but the reality is—timing and preparation are everything. In this episode of The M&A Mastermind Podcast, I sit down with Jim Erben, an expert in exit and succession planning, to talk about what business owners must consider before stepping away. With the ‘silver tsunami’ of baby boomer business owners preparing to exit, the need for thoughtful succession planning has never been greater. Jim also offers a sneak peek into his upcoming book, Succession by Design, and explains why cultural fit is just as important as financials in a successful transition. Key takeaways: ? Exit planning should start with clear personal and business objectives. ? Aligning personal wealth with business value ensures long-term success. ? Market trends and timing can make or break an exit—be prepared. Tune in now, and don’t forget to like, subscribe, and rate the podcast—new episodes drop every Thursday at 9 AM CST! ??https://lnkd.in/gmXitqQC #podcast #mergersandacquisitions #insurance?
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A huge thank you to Florida Surety Bonds for allowing Jim Erben and Paul Elmendorf to present to their clients on "Avoiding Succession Planning Landmines"! We enjoyed discussing the unique challenges and opportunities that construction industry business owners face when planning their exit or succession. Florida Surety Bonds does a fantastic job of educating their clients and equipping them with the knowledge to protect and grow their businesses. We appreciate the opportunity to be part of this ongoing effort and share insights to help their business owner clientele plan for a successful transition. #ExitInStyle
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Welcome, Charlie! We are excited to have you on the team. ?? #ExitInStyle
We are thrilled to welcome?Charlie Scornavacco?to the Erben family as an Analyst on the M&A advisory team! With two years of deal experience and expertise in financial modeling, transaction support, and market research, Charlie will play a key role in facilitating the successful sale of founder-owned businesses. ? Welcome, Charlie! #ExitInStyle
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Our firm is proud to sponsor the Vistage Worldwide, Inc. Construction Network, supporting education on key topics that help business owners navigate a seamless exit or transition. This week’s blog explores The Top Traits of Successful Successors in Construction Businesses. Check it out! #ExitInStyle
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Our team just returned from an amazing annual planning retreat in Las Catalinas, Costa Rica. This unique trip gave us the opportunity to reflect on the past year, strategize for a successful 2025, and strengthen the culture and relationships that define our firm. Some highlights included our annual planning meeting focused on enhancing our client experience, a jet ski tour of the coast, a breathtaking sunset boat cruise, and, of course, unforgettable game nights! Thank you, Jim Erben, for providing this unique and fun opportunity to connect as a team! #ExitInStyle
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