Business Succession Planning for Business Owners

Obsidian Business Planning Solutions develops clear and actionable business leadership succession plans for smooth business owner exits.

Accurate Valuation

Understand the business valuation process and gain the ability to affect it.


Operational Sustainability

Ensure your business will continue to prosper for years to come.


Peace of Mind

Ensure the future of your loved ones’ financial and emotional well-being.


Don’t leave the fate of your business to chance

  • Do you know how much your business is worth?
  • Are you following a business succession plan that is helping you to groom your successor?
  • Have you identified the critical elements for the successful transition of your life’s work?

You’ve earned the right to decide what retirement looks like for you.

You need to have a comprehensive plan for building and transitioning the value of your life’s work. Every missed detail and succession confusion could cost you financially and emotionally.
Take control of your future today.

Here’s how you can join other business owners who are confident about their wealth management.

Here’s how you could join other business owners who are confident about their real estate investments.


1. Schedule a Conversation

Your time is valuable, and we don't want to waste it. Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.


2. Receive a Free Competitive Analysis

You will get a comprehensive analysis to show how your business compares to your competitors.


3. Review, Track, and Monitor Progress

You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and a timely follow-up to keep you on track.

Treat Your Business Like the Investment It Is
When you have business succession plans, you have peace of mind, your future is safe, and your company will continue to be successful.


Retirement Objectives

Get clarity on your goals for the future and identify any income shortfalls.


Ownership Analysis

Examine the strategies of transitioning the business, including examining internal and external options.


Owner Transition Timing

We’ll help you explore how and when to ideally transition your business. 

Make the Most of Your Life’s Work

At Obsidian Planning Solutions, we know that failing to plan is a costly mistake. We’ve seen first-hand how the little details add up to significant missed opportunities. That’s why we want to help you make the most of your life’s work.

The most common question in every business owner’s mind – how much is my business worth? You spend hours thinking about it (and you should). There’s a lot at stake. You need to make the most of your business investment. 

You can control all of the processes, systems, and decisions that go into building your company’s value. And yet, you can’t influence the final number. 

Fortunately, with a clear and actionable business succession plan, you can steer the steps that will lead to that number. Whatever your situation, the more prepared you are in managing the details, the more successful your transition. 

We’ve helped business owners just like you. We are experts at identifying and managing the crucial details for business succession planning that deliver optimum transition success. 

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