Succession by Design

How Visionary Leaders Prepare Their Organization for What's Next

Published by Mission Driven Press
Distributed by Simon & Schuster

LIST PRICE $37.00

PRICE MAY VARY BY RETAILER
Ships on or around July 28, 2026

See More Retailers

About The Book

Succession by Design shows business owners how to turn years of hard work into a lasting legacy, creating peace of mind for their families, security for their teams, and the freedom to exit on their own terms.

Most business owners spend years building their companies—but few prepare for how they’ll step away. The result? Lost value, family conflict, and legacies left to chance. In Succession by Design, veteran advisor Jim Erben shows you how to avoid becoming another statistic and instead craft a future you’ll be proud of.

With clarity and compassion, Erben shares real-life stories of both caution and success, revealing the roadmap every owner needs to transition their business with confidence. From calculating your “Happily Ever After Wealth Number” to protecting your team and securing your family’s future, this book equips you to exit not by default, but by design.

Whether you’re preparing to retire, pass your business to the next generation, or simply want to be ready for the unexpected, Succession by Design gives you the tools to safeguard your hard work and leave an enduring legacy.

You will learn:

· Why every business—no matter its size—needs a written succession plan.
· How to calculate your “Happily Ever After Wealth Number.”
· Ways to determine and maximize your business’s true market value.
· Steps to create continuity and emergency operating plans that protect family, staff, and clients.
· Proven strategies to align personal wealth with exit goals.
· How to build a succession “dream team” of advisors.
· What it means to leave not only financial security but also an enduring legacy.

With Succession by Design, you’ll gain the clarity and confidence to make intentional choices about your future—and the future of your business.

About The Author

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.

Product Details

  • Publisher: Mission Driven Press (July 28, 2026)
  • Length: 176 pages
  • ISBN13: 9781637634639

Browse Related Books

Raves and Reviews

Most business owners create something great but leave their succession planning and exit to chance. In Succession by Design, Jim Erben delivers the ultimate guide that offers practical advice and a clear path to preserving value, preventing conflict, and shaping a transition that strengthens your business, supports your family, and protects your legacy. This is a must-read for owners who want clarity, control, and an exit done right.

– —Duff Stewart, Retired CEO, GSD&M

Succession by Design is a clear, practical road map for any business owner who wishes to exit on purpose, rather than by accident. Jim Erben translates decades of experience into a solid framework that is both relatable and actionable through the telling of memorable vignettes such as Mary’s catastrophic “lightning strike” and Clint’s insistence on a well-packed parachute. Jim shows exactly why fewer than one in five business owners having a written succession plan is a looming crisis and, more important, how to fix it.

– —Kurt Miscinski, Founder & CEO, Cerity Partners

Over the past twenty-five years, I have had the unique opportunity to watch Jim Erben lead with empathy, insight, and an unwavering commitment to helping business owners live the life they worked for. In Succession by Design, Jim distills that experience into a powerful framework that recognizes no two journeys—or transitions—are the same. His compassion for the individual behind the business, paired with his deep strategic insight, makes this book an essential guide for anyone navigating the financial and emotional realities of succession.

– —John Coyne, Cofounder, Brinker Capital

Jim Erben has guided my family business for years, helping us protect what we have built and design a succession plan that reflects our values. In Succession by Design, he delivers the same clear, practical framework that has been invaluable to us.
Most owners spend a lifetime building their companies but rarely plan for how they will step away. Jim shows how to avoid that mistake. With true stories, smart strategies, and a compassionate approach, he gives business owners the tools to exit on their terms and preserve their legacy.
This book is essential reading for anyone who wants to transition their business with confidence and intention.

– —Joe Bland, President & CEO, Joe Bland Construction

Succession by Design outlines the framework that finally gave us the ability to sleep soundly at night. Owning and operating multiple businesses, raising a family, and being responsible for many employees is an incredible blessing—but it also carries real weight.

After working with Jim Erben for the past five years, it became clear that his process truly works. He helped us identify gaps we did not even know existed and gave us confidence knowing a thoughtful plan is in place.

Because of that, we are now able to focus on the exciting future of both our business and our family. We are deeply grateful for Jim’s guidance and vision—his proven framework brings real peace of mind for business owners like us, and we are excited that he is now sharing it with the world.

– —Chris & Katharine Brundrett, Winemakers & Cofounders of William Chris Vineyards 

Resources and Downloads

High Resolution Images

BACK TO TOP