Get a FREE copy of my book Business Succession Planning
Passionate about providing insightful solutions to the challenges of business succession, wealth preservation and charitable planning, I help business owners and high net worth individuals focus on their succession and estate planning needs.
I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more.
About My Book
If you own a business, you probably spend much of your time managing employees, paying the bills, and brainstorming ways to boost market share. It can be difficult to find a moment to consider how you’ll eventually transition out of ownership.
Steven Goodman, a financial expert, provides guidance on business transfers and sales in this detailed guidebook. Learn how to preserve your legacy and wealth, minimize the taxes you pay with a transfer or sale, and steer clear of costly litigation.
If your goal is to sell, you’ll find tips to maximize the value of your firm. And if you want to pass the business to family members, you’ll find the advice you need to ensure your firm isn’t among the 85% of businesses that don’t survive the transition to the third generation. You’ll also find out how to transfer your business to key employees who can be just like family.
Start planning for the future today with Business Succession Planning.
I currently serve hundreds of clients. I have authored numerous trade articles for leading trade journals, and have paired with some of the most respected names in banking and finance-among them JP Morgan Chase – to sponsor some 150 seminars about business succession and wealth preservation. My accomplishments have brought the attention of such publications as the New York Times. I am a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. I hold an MBA from Fordham University.
I was recently interviewed by Krisstina from the Wealthy Wellthy Podcast. Listen to our conversation and learn how planning your estate doesn't have to be a scary thing!
I was recently interviewed by Michael Sherlock on her podcast, Shock Your Potential, as part of her Money Matters series. Click below to hear advice on exit strategies for businesses, including retirement and succession!...
I was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. It was a great experience! Gary is passionate about what he does! The Grow Your Business and Grow Your Wealth podcast features some of the brightest and successful minds...