Jim Erben is President of Erben Associates and founder of Erben M&A Advisors. With over 30 years in exit and succession planning, Jim is a nationally recognized keynote speaker and advisor to business owners. He created Erben M&A Advisors to provide a complete exit solution — combining M&A advisory with Erben Associates' proven succession planning framework.

: Mike Lambrix is Managing Director at Erben M&A Advisors and has nearly two decades of investment banking experience. He began his career at UBS in New York in the Telecom, Media & Technology group, and previously served as Head of US M&A at Sampford Advisors, Canada's top mid-market technology investment bank, where he closed over 30 sell-side transactions.

FAQs Archive - Erben M&A

Q: What is a teaser document in M&A?

A teaser is a 1–2 page anonymous summary of your business sent to potential buyers before they sign an NDA. It highlights key financial metrics, industry, and growth story without revealing your company's identity. Erben M&A prepares teasers designed to generate broad interest while protecting your confidentiality throughout the early marketing process.