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AGS Business Succession Series Program

Continue the blueprint design outward to the edges.

We understand the importance of a smooth and successful transition of your business. The American Gem Society (AGS) has partnered with Obsidian Business Planning Solutions to offer comprehensive courses and valuable resources to support you through retirement, sale, or other business changes. Join us on this journey and ensure a secure future for your business. 

This series provides participants with critical education and insights into the business transition process as well as one-on-one, online coaching sessions with the course instructors—certified exit and financial planners.  

Obsidian is offering AGS members a special pilot series that begins on September 27, 2023, with significant savings over regular pricing: $2,500 for the three-course bundle (regular price $4,500).  

This pilot is open to all AGS members, whether you are a retailer, supplier or service provider.  Act now–the final deadline for registration is September 13! 

Submit your firm details below, and a team member from Obsidian will contact you soon with further information on registration. 

The AGS Business Succession Series

Plan. Protect. Preserve. Prosper.

Course 1

The Business Owner’s Blueprint for Wealth

  • Module 1: Understand your retirement income gap
    • Live Zoom meeting
    • Coaching sessions
  • Module 2: Protect and transfer your business and personal legacies
    • Live Zoom meeting
    • Coaching sessions

Course 2

Your Business Continuity Playbook

  • Module 1: The ins and outs of business continuity
    • Live Zoom meeting
    • Coaching sessions
  • Module 2: Put your company’s financial and technology processes in order
    • Live Zoom meeting
    • Coaching sessions

Course 3

Your Business Transition Blueprint

  • Module 1: Pros and cons of selling to insiders (family members/employees)
    • Live Zoom meeting
    • Coaching sessions
  • Module 2: Pros and cons of selling to outside third parties
    • Live Zoom meeting
    • Coaching sessions

Meet your Instructors


Patrick Carroll, CFP® CExP®

Business Exit Coach

Pat founded Obsidian Business Planning Solutions over 35 years ago and has spent his career helping business owners create comprehensive plans to build, protect, and transition their financial and business assets. As a business owner, he understands the challenge of managing the day-to-day issues of running a company while making plans to preserve its future success. Pat frequently speaks to groups of business owners including the American Gem Society's 2022 Conclave and the annual conference of advisor members of Business Enterprise Institute. Pat holds a Bachelor of Science from Virginia Tech and a Master of Science in Financial Services from The American College of Financial Services.


Todd Feldman, CFP® CExP®

Business Exit Coach

For over 25 years, Todd has helped business owners reach the financial and lifestyle goals they've set for themselves, their families, and their companies. He's a natural problem solver and an expert in finding creative and practical solutions to the issues that keep owners up at night. In 2022, Todd and Pat spoke at the American Gem Society's Conclave on techniques business owners can use to avoid the six most common mistakes that are detrimental to their families, businesses, and net worth. Todd holds a Bachelor of Science in Finance from the Smeal School for Business at The Pennsylvania State University.

To bring your firm back into good standing, contact [email protected].

We will confirm that your firm is in good standing and will contact you if necessary. If you have any questinons, contact [email protected].

After the pilot ends, the AGS Business Succession Series is scheduled to launch on March 6, 2024. Stay tuned for updates on this valuable program designed to equip you with the knowledge and strategies needed to protect your wealth and successfully transition your business to the next owner.

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