Obsidian Business Planning Solutions

Here at Obsidian Business Planning Solutions, we guide you on how to protect your business and grow it at the same time, helping you prepare for the time when you decide to take an exit/retire from your business. Owned and led by the author of Tame Your Money Elephants (Apple Ridge Press, 2016) and the creator of The Lifestyle Protector Process, Patrick Carroll, we specialize in creating a comprehensive succession plan for your business.

It is advisable to have an exit plan even though your business is not about to close yet. This allows you as the owner to learn the value your business has as of this moment, and know what decisions you can make to make it better in the future. It can also serve as a back up plan for your investment if any accident occurs, that may leave you unable to handle your business. It is also advisable to have a succession plan if you wish to transfer the business to any of your children or family relative.

We work with a certified valuation analyst to come up with your current business value that will predict your business' future cash flow. We understand that a lot of hard work got your business to where it is today. Those efforts should not go unappreciated and unrewarded. Most of the time, business owners procrastinate on this aspect, thinking that having an exit or retirement plan is not much important to think about. But it is actually the opposite, as you understand your business' potential even at an early stage, you are allowing yourself to see the better chance of getting the most out of your investment rather than waiting for the time when you are too old to even think on your feet about how you're going to leave your business and your employees behind. With strategic plans, you will be able to handle any situation or misfortune that may arise. This will also help you choose whoever your successor may be. It doesn't matter how small or big your business is, at Obsidian Business Planning Solutions, we are here to help. Call us today at (301) 990-4395 and have one of our team members guide you!