Our Services

At Obsidian, we are proud to offer personalized services to hardworking business owners, including:

 

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Business Continuity Management

Business Continuity Management to develop clear and actionable business continuity plans for managing unplanned situations.

  • Insurance Analysis
  • Continuity Instructions
  • Organizational Mapping
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Insurance Needs Analysis

Insurance needs analysis to review your personal and business insurance needs and ensure proper coverage and protection.

  • Insurance Analysis
  • Coverage Guidance
  • Proactive Planning
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Real Estate Investment

With an analysis of your real estate investment portfolio we can design ways to help you diversify your wealth.

  • Buying Assessment
  • Sales Planning
  • Competent Management
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Succession Planning

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

  • Ownership Analysis
  • Retirement Objectives
  • Owner Transition Timing
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Family Trust and Estate Planning

Obsidian provides comprehensive family trust and estate planning solutions to business owners that respect your wishes and preserve your personal and professional legacy.

  • Legacy Groundwork
  • Entity Setup
  • Estate Administration
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Wealth Management

Obsidian Planning Solutions helps owners and entrepreneurs manage their assets, real estate, and investments with confidence.

  • Financial Planning
  • Owner Transition Planning
  • Continuity Assessment
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