80% of privately-held business
owners do not have a written plan
for their exit.
All leaders will exit their company by succession, acquisition, or death. Yet, the majority of business owners are not prepared to exit.
In their absence, the company and the key executives scramble to survive, at best or rapidly decline until the company has little value.
You spent your life building a successful business. Now it’s time to create an exit plan that honors the time and commitment you invested.
Your audience will leave challenged with new ideas for an exceptional exit or succession plan with minimal risk.
Signature Keynote
Succession by Design, Not Default™
Without a written plan, confusion and heartbreak are on the other side of a succession or exit from the business. Jim uses storytelling to provide insight and best practices from his 30 years of succession planning experience.
Our proven guide will offer relief to owners — regardless of their stage of business.
Signature Keynote
Everlasting Legacy
Business owners are well-versed in revenue growth, profitability, and leadership. Yet, their hard work can lead to devastation if there is a lack of proactive succession planning. When you clearly define ownership, stewardship, and values, you serve each generation beyond your lifetime. Challenge your audience: everyone will leave a legacy. Have you decided what your legacy will be?
Give Your Audience New Ideas
Succession or exit planning is more than a retirement account. This legacy-building exercise
reduces an owner’s financial loss risk and gives a business a continuity plan for generations.
Each keynote is fully customizable to your event, audience, and setting.
Interactive 1/2 day and full-day workshops are available.
One keynote can change
the trajectory of a business.
Jim has countless examples of business owners who heard him speak, took his practical advice, created a fool-proof succession or exit plan, and secured their financial stability with minimal risk of running out of money.
The same can be true for your audience. No matter what stage of business, every business owner must consider alignment with their business and personal finances—and have a written plan to get there. Jim’s presentation will awaken many owners to change their trajectory.
Meet Jim Erben
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.
CA Insurance License # 0B61738, AR Insurance License # 1083795
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