About The Author
As the founder of Wealth Strategies Group, Obsidian Business Solutions, and creator of The Lifestyle Protector Process™, Patrick Carroll helps his clients protect and grow their wealth so they can enjoy life to the fullest. One of the country's leading financial planners, Patrick has worked with hundreds of families and individuals over the past two decades. He is guided by the belief that financial planning is about people and relationships, not about money and financial products. Patrick is a Certified Financial Planner ™ (CFP®), a Registered Principal with National Planning Corporation (NPC), and a member of the FINRA/SIPC.
Always striving to enhance his services, Patrick created The Dynamic Advisor's Network™ (DAN) , which provides his clients with an integrated and comprehensive team of professional advisors. By working together with some of the best specialists in the country, he is able to provide his clients with a complete range of services, while focusing on his unique ability as a coach, educator, and trusted advisor.
Patrick holds a designation as a Certified Exit Planner from Business Enterprise Institute the largest and oldest provider of training and education to advisors of business owners in North America. To earn this certification, Pat completed 100+ hours of training that included 30 hours of exit planning casework. He demonstrated his proficiency through testing and plan design in:
- Identifying and executing owner objectives
- Maximizing and protecting business value
- Family business planning
- Deferred compensation
- Business continuity planning
- Ownership transfers to third parties and insiders (children, key employees, ESOPs)
- Coordinating an owner’s exit plan with his or her estate plan.
Patrick maintains his certification through continuing education, networking with business advisors in other professions (accounting, legal, business valuation, investment banking, etc.) and the creation of comprehensive exit plans for business owners.