by Todd Feldman, CFP®, CExP™ | Jan 14, 2019 | Transition/Exit Planning
In our article, Selling Your Business to Employees, we met “Jasmine,” the fictional, 63-year-old owner of a professional services company in the DMV-Washington D.C. area. She was considering selling her business to a group of her key employees. At our first meeting,...
by Patrick Carroll, CFP®, CExP™ | Jan 11, 2019 | About Us
Why Obsidian? “We hired you because you understand that we don’t separate our personal goals from our business.” Like so many of our clients, this business owner had interviewed multiple financial planners who could create personal financial plans, and even more...
