July 18, 2016
On this episode of Tales From The Trenches, Pat Carroll, a financial planner and Exit Planning advisor discusses the importance of working with a financial planner in the outset of your Exit Planning. Before you are able to exit your business on your terms, you must have a good understanding of what your financial resources are today and what you need to maintain your lifestyle after you exit your business.
Patrick Carroll, CFP® is the president and founder of Obsidian Business Solutions LLC and Wealth Strategies Group Inc. For more than 30 years, Patrick has overseen and coordinated the financial affairs of a select group of businesses and families in the Maryland, Virginia and DC area. He is an Investment Advisor Representative with National Planning Corporation, a Registered Investment Adviser with the Securities and Exchange Commission (SEC), a Certified Financial Planner, and a Certified Exit Planner.
Patrick earned his Certified Financial Planner designation in 1988 and a Master's degree in Financial Services from American College in 1997. He is an accomplished public speaker, providing monthly education and business-oriented workshops, CPA and HR continuing education classes, and is the author of "Tame Your Money Elephants" published earlier this year.
To download a transcript from today's podcast, please click here