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Patrick Carroll - Planning to Protect Your Lifestyle Post-Sale

October 6, 2021


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?

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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.