Erben Associates is a team of family wealth advisors with over 75 years of combined experience helping business owners and executives create a successful exit or succession plan. 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.