Succession Planning for Family Businesses

Obsidian Personal Planning Solutions provides succession planning for family businesses to help ensure a smooth generational ownership transition.


Receive the unbiased assistance you need to select the proper candidate for the transition of your business.

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Determine the ideal timeline for exiting your business and the milestones that will guide your path.

asset wealth management understanding


Develop and mentor your intended successor to ensure they have the skills and wisdom for leadership.

asset wealth management understanding

Don’t Risk Business Value

  • Have you been thinking about exiting your business, but you don’t know where to start?
  • Do you have a potential successor in mind to take over after your exit?
  • Are you concerned your family may not want to follow in your footsteps?

Your business success has been the key to your lifestyle. You want to protect that lifestyle and share it with your family. You need an objective succession plan that doesn’t sacrifice value, but you don’t know where to start. Obsidian Planning can guide you through the process.

Transitioning ownership of a family business is tricky. If you make a mistake or a wrong decision, it could potentially cost you and your family a significant amount of money. Preparation and planning are the keys, and we are ready and equipped to help.

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.

Create an equitable plan that will serve both your family and your business.

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We help family-owned businesses define the strategies that best transition their company’s leadership for ongoing success.

asset wealth management organization


Our team has the specialized knowledge and experience you need to manage your ownership and succession needs.

asset wealth management organization


We provide objective advice on the ideal methods and means for structuring your long-term leadership team.

Preserve Your Business Legacy

You’ve worked hard to build a successful business. You can’t work forever. But you don’t want to risk losing company value, employee jobs, or family wealth by leaving. If you ever hope to exit, you’re going to need a viable succession plan. We can help.

Identify Your Successor

The first thing to consider will be the candidates for succession. You’ll have to make some difficult decisions about the most capable and appropriate talent to assume control after you’re gone. Obsidian Planning uses an analytical vetting process to help you determine everything from who might fit to who’s the best fit. Our process helps you know when you’ve found the ideal successor.

Value Your Company

You’ll also need to determine the target value of your company. Having a solid estimate of what your business will be worth helps to make financing the transition easier. We use a range of tools and indicators to evaluate the true quality of earnings and working capital requirements. When you have solid metrics, your leadership team is well equipped for what comes next. Having a clear understanding of the financial transfer of your company provides assurance that you’re maximizing your wealth without sacrificing the company’s future.

Define Your Exit

Determining the right future leadership team and a fair price can be challenging. You need to know when and how to step away from your business. It’s one of the most emotional aspects of any business transition. These emotions make many owners feel paralyzed and trapped. We can help you manage emotions through an impartial analysis of your personal goals and business targets. Using these objective factors, you’ll be able to determine and plan for the optimal time and manner of your exit. We’re not saying that it will be easy, but a succession plan will make it more manageable.

Planning for the next phase of your personal and professional life can be daunting. We’ve helped small family businesses like yours for more than three decades. Our experience provides proficiency in identifying and managing the necessary details of your business succession. We want to help you best prepare for an equitable, collaborative transition that will safeguard your business legacy.

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