Patrick Carroll of Obsidian Planning Solutions is a true professional in the field of business exit planning and a member of the BEI group of Exit Planners. A business owners personal finances are critical to the success of a exit or transition plan.
Questions we discussed:
1. Business owners have numerous advisors, why do they need one more?
2. You developed a step-by-step process for business owners called the Lifestyle Protector Program. Why?
3. What is the number one tip you could give to business owners to position themselves for success?
One of the biggest question in the mind of owners is how much is my business worth? And how does that compare to competitors?
At Obsidian Planning Solutions, we offer a Complimentary Business Competitive Analysis. You'll receive a thorough analysis of your P&L and balance sheet to see how you stack up against your competition. To get started schedule your discovery conversation by visiting obsidianplanning.com and click on the Schedule a Call Button.