Gardner Walling
Business Succession Strategist
- Role
- Senior Advisor at Erben Associates
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Gardner Walling
80% of privately-held business owners do not have a written plan for their exit.All leaders will exit their company by succession, acquisition, or death. Yet, the majority of business owners are not prepared to exit.In their absence, the company and the key executives scramble to survive, at best or rapidly decline until the company has little value.Gardner serves as a Senior Advisor with Erben Associates to promote our diligent family wealth advisory services. He has seen the result of poor transition planning first hand, and is passionate to help other privately-held business owners avoid the pitfalls he has lived through.You spent your life building a successful business. Now it’s time to create an exit plan with our team that honors the time and commitment you invested.
Experience
Senior Advisor
Aug 2023 — Present
Erben Associates is a family wealth advisory office focused exclusively on privately-held business owners, corporate executives, and high-net-worth individuals.Our mission is to efficiently crystallize their clients’ goals and accomplish their objectives as they relate to an exit from their business or professional employer.We deliver a written road map that includes building contingency and post-exit planning considerations into their plans to accomplish their life and legacy goals. Through their expertise, experience, and resources they create the peace of mind their clients deserve and desire.• Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group 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 me directly or consult another qualified professional.• The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Education
Denison University
Bachelor of Arts - BA, English & Geology
Fox School of Business at Temple University
Executive Master of Business Administration - EMBA, Highest Honors, Finance
Skills
- Investments
- Wealth Management
- Valuation
- Asset Allocation
- Venture Capital
- Securities
- Equity Research
- Series 7
- Reinsurance
- Equities
- Mergers & Acquisitions
- Series 63
- Investment Management
- Financial Modeling
- Fixed Income
- Due Diligence
- Hedge Funds
- Portfolio Management
- Loans
- Alternative Investments
- Private Equity
- Trading
- Investment Banking
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