On this episode of Exit Planning: What Advisors Need To Know, Pat Carroll, a financial planner and Exit Planning advisor discusses why it's important to have an advisor team with expertise in different areas to guide the business owner to a successful exit.

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.

Phone:  301.990.1165Email:  [email protected]
To download a transcript of today's podcast, please click here.