Are you ready to secure your legacy and ensure your business thrives beyond your exit?

In this enlightening episode, Mark Dorman is joined by Jim Erben, president of Erben Associates and a sought-after exit and succession planning specialist. Together, they delve into the crucial, yet often daunting, process of planning for business exit and succession. Tune in for invaluable strategies and actionable insights on how to prepare for a smooth transition.

Jim discusses: 

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• Why business valuation is a crucial starting point in planning your exit
  
• The importance of aligning your business exit strategy with your personal wealth and estate planning
  
• Keys to a successful executive retention plan
  
• Contingency planning in case something unexpected happens to the business owner
  
• What makes Erben Associates different from other firms
  
• And more
  

Resources:

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• Finish Big: How Great Entrepreneurs Exit Their Companies on Top by Bo Burlingham
  
• BizEquity
  

Connect with Mark Dorman: 

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• Succession Plus US
  
• LinkedIn: Mark Dorman
  
• LinkedIn: Succession Plus
  
• Facebook: Succession Plus
  
• (330)-416-9271
  
• mdorman@succession.plus
  

Connect with Jim Erben:

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• 512-402-0250
  
• LinkedIn: Jim Erben
  
• Erben Associates
  

About Our Guest: 

Jim Erben is a highly sought-after exit and succession specialist, keynote speaker, and President at Erben Associates. Under his leadership, Erben Associates earned a spot multiple years running on the INC. 5000 list for one of the fastest-growing companies in the country and is a highly sought-after exit and succession planning firm. As an international speaker, Jim shares his 30+ years of experience with thousands of business leaders annually. He is well-known for his straightforward approach to succession or exit planning, business continuity, and executive retention.

A distinguished advisor to clients and organizations, Jim is one of 500 senior American business leaders representing the private sector in Business Executives for National Security, an invitation-only think tank to help our national security become more efficient and effective. Jim’s proprietary process helps business owners navigate the complexities of succession and exit planning to help create an everlasting legacy.