by Patrick Carroll, CFP®, CExP™ | Family Owned Business, Succession Planning
How to Find Peace of Mind When Choosing a Successor for Your Business. Business Succession Planning: Making the life-changing decision to retire from the business you have spent your career building can feel daunting. It comes with so many questions to consider: what...
by Patrick Carroll, CFP®, CExP™ | About Us, Business Growth, Continuity Planning, Succession Planning
Do you have a long list of “special projects” that need to be completed? When you look at the list, do you think to yourself, “When are we ever going to get this done?” At Obsidian, we totally understand because we have an endless list of projects too! For us, we look...
by Administration | Succession Planning
If you’re thinking about small business succession planning in Md, you are thinking about what comes after. After you’ve taken your business as far as you can.After your children are old enough to take it over. After you take one of...
by Todd Feldman, CFP®, CExP™ | Succession Planning, Transition/Exit Planning
Google “exit planning”. Did you get about 29 million results? Now, discard those related to pulling troops out of foreign countries. You are still left with thousands of links to the websites of advisors that promise to help you exit your one-person or...
by Patrick Carroll, CFP®, CExP™ | Family Owned Business, Succession Planning
So you want to transfer your business to your children. Do you know if that child wants to own a business? Not to be insensitive, but have you assessed whether that child has what it takes to run a business? These are tough questions! We know, because we’ve stood by...
