An Acquisition Partner You Can Trust

Obsidian Planning Solutions is a financially secure buyer dedicated to building and preserving your professional legacy. 

Schedule a Conversation

Flexible Deal
Structures

You have options to maximize your life’s work, meet your goals and financial objectives throughout the transition process.

Financially
Secure Buyer

With cash reserves and approved credit with Live Oak Bank, we will work to try and minimize your taxes and lower your costs.

Continuity
Partnership

Your family and team will feel safe knowing they have a continuity partner in the event of a sudden or unexpected circumstance.

Succession and
Exit Planning

You will develop a transition plan with one of our Certified Exit Planners™. You will retire with confidence, knowing you considered every detail.

Seamless
Transition

Your stakeholders will experience a straightforward, convenient method to easily integrate into our firm, with little to no disruption in service.

Your Clients Matter

You’ve dedicated your entire career to serving the needs of your clients. You need to know your clients will be cared for. Helping business owners and individuals build their wealth, achieve lifelong dreams, and leave a lasting legacy is at the heart of our business model. You and your clients can count on us for:

Clarity

Alignment of life goals and priorities

Insight

Objective financial snapshot

Security

Identify insurance gaps and risk profile

Accountability

Timely follow-up to keep you on track

Freedom

Mindful advice for informed financial decisions

Schedule a Conversation

Take the
guesswork out
of your future.

Are you worried about who will take care of your clients?

Have you struggled to find a successor with the capital you need to sell?

Are you looking for a firm that aligns with your culture?

You don’t have to have all of the answers.

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

Ensure you’re joining an organization that embodies your values and culture.

2. NDA & Financial Analysis

Next, we’ll dig into the details and considerations of the partnership.

3. Finalize the Deal

We’ll work through the terms of our agreement and develop a transition and integration plan.

Schedule a Conversation

Why you need a Certified Exit Planner™

You deserve an experienced guide. A CExP™ will help you create an all-inclusive strategy to leave your business when you want, for the money you need, to whomever you choose. And in the last thirty years, we’ve helped many business owners, just like you, retire, sell, or transition their business.

Schedule a Conversation

We Love Watching You Succeed

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.

Schedule a Conversation
Download our Free Guide:

Five Things Designed to
Protect Your Future

  • This field is for validation purposes and should be left unchanged.