
Prepare your business for what’s next through a proven framework built to help owners exit with clarity and confidence. Succession by Design shows you how to protect what you’ve built and plan your next chapter with intention.


Prepare your business for what’s next through a proven framework built to help owners exit with clarity and confidence. Succession by Design shows you how to protect what you’ve built and plan your next chapter with intention.


Without a clear succession plan, even a successful business can lose value, create stress, and leave the people you care about carrying unnecessary uncertainty. Succession by Design helps you prepare for what’s next with a practical roadmap built to protect your future, your team, and your legacy.

Learn why most owners misjudge their company’s value and what to do now to see your business more clearly.

Discover how to create continuity if life takes an unexpected turn,
so your family, team, and
clients are not left exposed.

See how to make your business stronger, more transferable, and more attractive to future buyers or successors.

Know the key decisions behind a smoother transition, so you can leave on your terms instead of leaving things to chance.

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How Visionary Leaders Prepare their Organization for What's Next Masterclass.
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This exclusive masterclass is designed to help you apply the principles of Succession by Design in real life. Jim walks you through the roadmap step by step, so you can move from information to implementation and start making decisions that support a smoother exit and a stronger legacy.
Retail Value: $99
Get the full digital edition of Succession by Design before the official release, so you can start applying the principles now instead of waiting. If your future, your family, or your clients’ businesses are too important to leave to chance, early access gives you a head start on the conversations and decisions that matter most.
Retail Value: $28


This fast-skim collection brings together the most powerful takeaways from Succession by Design in one easy-to-reference resource. It helps you keep the key ideas top of mind and makes it simple to share wisdom that can spark better conversations and smarter planning.
Retail Value: $9
More than a companion resource, this guide helps you turn what you read into a real plan. Business owners can use it to clarify decisions and prepare for what’s next, while advisors can use it to create a more structured, repeatable process for leading clients through succession planning.
Retail Value: $19


Bonuses available for a limited time only

This exclusive masterclass is designed to help you apply the principles of Succession by Design in real life. Jim walks you through the roadmap step by step, so you can move from information to implementation and start making decisions that support a smoother exit and a stronger legacy.
Retail Value: $99

Get the full digital edition of Succession by Design before the official release, so you can start applying the principles now instead of waiting. If your future, your family, or your clients’ businesses are too important to leave to chance, early access gives you a head start on the conversations and decisions that matter most.
Retail Value: $28

This fast-skim collection brings together the most powerful takeaways from Succession by Design in one easy-to-reference resource. It helps you keep the key ideas top of mind and makes it simple to share wisdom that can spark better conversations and smarter planning.
Retail Value: $9

More than a companion resource, this guide helps you turn what you read into a real plan. Business owners can use it to clarify decisions and prepare for what’s next, while advisors can use it to create a more structured, repeatable process for leading clients through succession planning.
Retail Value: $19



I wrote this book because succession planning has been a passion of mine for 30+ years, and it remains one of the most underserved areas of business planning.
Too many business owners pour their heart and soul into building their companies but never develop a plan for how to eventually step away. Few organizations have a clear vision for what a successful exit looks like, and as a result, value is lost, families are left in conflict, and legacies are left to chance.
And for advisors: the time to act is now. With the “silver tsunami” of retiring business owners, there’s a tremendous opportunity—and responsibility—to guide your clients through this critical transition. Succession planning isn’t just a service; it’s a necessity.



I wrote this book because succession planning has been a passion of mine for 30+ years, and it remains one of the most underserved areas of business planning.
Too many business owners pour their heart and soul into building their companies but never develop a plan for how to eventually step away. Few organizations have a clear vision for what a successful exit looks like, and as a result, value is lost, families are left in conflict, and legacies are left to chance.
And for advisors: the time to act is now. With the “silver tsunami” of retiring business owners, there’s a tremendous opportunity—and responsibility—to guide your clients through this critical transition. Succession planning isn’t just a service; it’s a necessity.

Every business owner wants more clarity, confidence, and control over what happens next. Yet after more than three decades of advising business owners, Jim Erben knows that most spend far more time building their business than preparing for how they will eventually transition out of it. The result is often the same: unnecessary risk, lost value, family strain, and major decisions made too late. In Succession by Design, Jim addresses one of the most overlooked areas of business planning with a practical, real-world approach to protecting what owners have built and preparing for what comes next.
Drawing from 33 years of experience, Jim shares the principles behind his proven 7-step succession framework to help owners avoid the common mistakes that derail successful transitions. He walks readers through how to understand the true value of their business, strengthen continuity, align personal and business goals, and make smarter decisions before pressure forces their hand. This book is about more than preparing for an exit. It is about creating a stronger future for your business, more security for the people who depend on you, and a legacy built by design.

Every business owner wants more clarity, confidence, and control over what happens next. Yet after more than three decades of advising business owners, Jim Erben knows that most spend far more time building their business than preparing for how they will eventually transition out of it. The result is often the same: unnecessary risk, lost value, family strain, and major decisions made too late. In Succession by Design, Jim addresses one of the most overlooked areas of business planning with a practical, real-world approach to protecting what owners have built and preparing for what comes next.
Drawing from 33 years of experience, Jim shares the principles behind his proven 7-step succession framework to help owners avoid the common mistakes that derail successful transitions. He walks readers through how to understand the true value of their business, strengthen continuity, align personal and business goals, and make smarter decisions before pressure forces their hand. This book is about more than preparing for an exit. It is about creating a stronger future for your business, more security for the people who depend on you, and a legacy built by design.
Jim Erben is the president of Erben Associates and a highly sought‑after adviser on exit and succession planning for privately held businesses. For more than thirty years, he has guided owners through the challenges of succession, maximizing the value of their business, continuity, and executive retention—helping them protect their companies, their loved ones, and the legacies they’ve worked so hard to build.
Erben Associates has been named one of the top exit and succession planning firms in the country and has been nationally recognized in the INC. 5000 list multiple times as one of the fastest‑growing companies in the country. Jim’s proprietary planning process provides clarity and confidence, equipping business owners to step away on their terms while safeguarding family harmony, employee security, and long‑term value.
Under his leadership, Erben Associates has orchestrated hundreds of millions of dollars in business exits and transitions, allowing founders to accomplish their dreams by exiting in style so they may experience their Happily Ever After. Jim’s first book, Succession by Design, draws on his decades of experience and real‑life client stories to give business owners a road map to exit not by default, but by design.


Jim Erben is the president of Erben Associates and a highly sought‑after adviser on exit and succession planning for privately held businesses. For more than thirty years, he has guided owners through the challenges of succession, maximizing the value of their business, continuity, and executive retention—helping them protect their companies, their loved ones, and the legacies they’ve worked so hard to build.
Erben Associates has been named one of the top exit and succession planning firms in the country and has been nationally recognized in the INC. 5000 list multiple times as one of the fastest‑growing companies in the country. Jim’s proprietary planning process provides clarity and confidence, equipping business owners to step away on their terms while safeguarding family harmony, employee security, and long‑term value.
Under his leadership, Erben Associates has orchestrated hundreds of millions of dollars in business exits and transitions, allowing founders to accomplish their dreams by exiting in style so they may experience their Happily Ever After. Jim’s first book, Succession by Design, draws on his decades of experience and real‑life client stories to give business owners a road map to exit not by default, but by design.

