You want to retire or step back and sell your business in the next three to five years. The idea of “retirement” can be confusing or maybe even a little scary. We understand, and we’ll be there to support you in whatever path you choose.
At Obsidian Planning Solutions, we understand the time and effort it takes to build a successful firm and the questions that arise as you contemplate your succession and transition plan. It’s why we partner with professionals just like you.
When you work with Obisidian Planning Solutions, you can count on a procedure to easily integrate you and your clients into our firm, with little to no disruption in service. Whether you want to transition out of your business entirely or you don’t want the hassle of running the “day-to-day” and want the flexibility to keep working part-time on your terms, you can rest assured you’ll always have a place with us.
Schedule a confidential conversation and discover if we could be a partner that embodies your culture and values, a firm that delivers the service your clients expect and develops a thorough succession and transition plan so you can relax and enjoy retirement on your terms.