Obsidian Business Planning Solutions

Obsidian Business Planning Solutions

Financial-Services

Rockville, MD
United States
Company Tagline

Protect & grow your business with continuity, succession & transition planning.

Industry Category
Financial-Services
Company Description

Obsidian Business Planning Solutions is a leading financial services provider dedicated to helping businesses protect and grow through comprehensive continuity, succession, and transition planning. With decades of experience, Obsidian Business Planning Solutions delivers tailored solutions designed for the unique challenges and opportunities that growing businesses face.

Located at 2099 Gaither Road, Suite 110, Rockville, MD 20850, US, and with an additional location at 9841 Broken Land Parkway, Suite 115, Columbia, MD 21046, US, Obsidian Business Planning Solutions offers a suite of services, including business succession planning, buy/sell agreements, key person insurance, executive compensation arrangements, and retirement plan design. Obsidian Business Planning Solutions is committed to providing strategic guidance and actionable plans that ensure long-term success and stability.

Obsidian Business Planning Solutions’ approach includes business assessments, valuations, and strategic planning to help business owners prepare for the future. We invite the manager of Obsidian Business Planning Solutions to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Amy Holt Patrick Carroll CFP® Ashley Helm CLU® CFP®

Compare Companies Side by Side

Compare Obsidian Business Planning Solutions with 3 companies in Financial-Services

4 Companies
Comparison Field
Obsidian Business Planning Solutions
Obsidian Business Plannin...
Main Company
Kaspian Group, Inc
Kaspian Group, Inc
View Profile
Thorley Wealth Management, Inc.
Thorley Wealth Manag...
View Profile
KAD Consulting Services
KAD Consulting Servi...
View Profile
Founded Year
2001 2012
Company Size
2-10 2-10 11-50
City
Rockville, MD Woodcliff Lake, New Jersey Rochester, New York Calgary, Alberta
Country
United States United States Canada
Skills & Keywords Comparing with main company
22 Total Skills
Business Planning Succession Planning Financial Services Business Valuations Retirement Planning Executive Compensation Strategic Planning Business Assessments Buy/Sell Business Succession Planning Tax Planning Personal Insurance Analysis IRA & Pension Plan Analysis Estate Planning & Trusts College Education Planning Goals-Based Planning Business Exit Planning Third Party Sale Analysis Business Continuity Planning Business Transition Planning Family Business CEO Succession Planning
16 Total 1 Common 15 Unique
Match 5%
Common Skills:
Succession Planning
Unique Skills:
Asset Protection Bank Financing Business Accounting Cash Flow Management Certified Public Accounting College Planning +9
10 Total 10 Unique
Unique Skills:
Charitable Giving College Planning Estate Planning Planning for Aging Risk Management Sustainable Investing +4
18 Total 18 Unique
Unique Skills:
Accounting Advisory Audit Readiness Bookkeeping CFO Services Compliance +12
4
Total Companies
2001
Oldest Founded
2
Countries
62
Unique Skills

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Alternative Company Names

This company is also known as

Obsidian Business Planning Solutions 黑曜石商业规划解决方案 ऑब्सिडियन बिजनेस प्लानिंग सॉल्यूशंस حلول أوبسيديان لتخطيط الأعمال অবসিডিয়ান বিজনেস প্ল্যানিং সলিউশনস Обсидиан Бизнес Планирование Солюшенс