NALC 2017: Succession Planning By Design, Not Default

Paul Simon once sang, “There must be 50 ways to leave your lover….” but there are far fewer ways to leave your business successfully. Using a thought-provoking presentation, James Erben will educate attendees on various types of exit plans from business. Whether you are six months or 10 years from the “golden parachute”, Erben will cover many of the issues and considerations to the alternatives of exiting your business in style. Key issues to be covered will include: providing for the what ifs, maximizing the value of your business, strategic planning considerations, integrating the exit plan with the retirement plan and finally, steps in determining your business's value. Leave the session with some critical items to consider in the creation of a business exit plan, while protecting against the what ifs that can often destroy the “golden goose” that is the company.

James Erben

Founder and President

James “Jim” Erben is the Founder and President of Erben Associates, LLC, an advisory firm dedicated to serving the complex needs of privately held business owners, corporate executives and high net worth individuals.  With more than 24 years of experience in succession, continuity and private wealth planning, Jim’s passion is for helping clients solidify their lifestyle and legacy goals.  He is a nationally recognized speaker in succession planning, advanced wealth issues and best practices, and managed asset strategies for privately held business owners.  Jim earned a bachelor’s degree in marketing with honors from The University of Texas at Austin, and a Master’s Degree in Financial Services at The American College in Bryn Mawr, PA.  Jim is also an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils.  Jim’s community involvement is extensive, including serving on the Board of Directors for the Texas Association of Business, and membership in Vistage International, Business Executives for National Security, the President’s Associates of the University of Texas at Austin, the Wine and Food Foundation of Texas, the Carry the Load foundation, and Past President of the Austin chapter of the Juvenile Diabetes Research Foundation.  Jim, along with his wife, Kathy, and their son, Jess, call Austin home. 


1 Point


Event Recording
Recorded 08/13/2017
Recorded 08/13/2017 Please do not close the session launch page. Please make sure your pop-up blocker is turned off in order to access the session once you select it. Once you have completed the session, please close the event recording or webinar window and proceed to the session launch page for the Online Education Survey to receive credit. Please note, it will not be on your event recording or webinar window.
Online Education Survey For Credit
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Certification Credit
1.00 MAS credit  |  No certificate available
1.00 MAS credit  |  No certificate available