Get a FREE copy of my book Business Succession Planning

Steven Goodman

CPA, MBA

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.

Testimonials

“I have personally and professionally dealt with Steve Goodman and SHG Planning for over 15 years and have had an opportunity to closely observe his work and dealings with others. Steve is extremely knowledgeable about life insurance, estate planning, the tax laws and accounting principles.

He has introduced to me and continues to work closely with my estate attorney and accounting firm. Steve has represented me on various insurance transactions. His work is always professional, his line of thought is always intelligent and his advice is always straight forward and practical. Steve Goodman possesses a strong sense of initiative and dependability, is of the highest integrity and conducts his affairs with proper deportment, courtesy and interest.”

− Howard Smith, Pleatco

“Steve Goodman is one of a few people that I can truly call a “Trusted Advisor” Steve will spend the time and effort to completely listen and understand the client’s needs, wishes and family inter-relationships.

Only after he gets the full picture of what the client’s needs are will he make a professional recommendation. Clients always understand their options, costs and benefits after consulting with him.

Clients often walk away from meeting with Steve as if they have known him for a long time. This is why Steve is a Trusted Advisor.”

− Jed Dallek, CPA, Partner, Gettry Marcus, CPA, P.C.

“B&B Coverage is a property & casualty insurance agency that recently added a benefits division focusing on group benefit products. For many years we have outsourced both our, ‘estate & business succession planning’ to a third party.

Today that third party is exclusively Steve Goodman because of the cutting edge strategies and professional manner he has demonstrated with our client base. In today’s fast moving business environment, where people have little time to plan, Steve brings a calming and soothing approach to helping people
think about the future & ‘what if’. A very difficult and a lot of times over looked, but essential conversation, to protect the wealth one works a life time to amass. Steve is willing to invest the time regardless of the situation to help people plan for the future. Several times with our clients Steve has invested significant amounts of time without ever being compensated as he understands that after making a client assessment, sometimes it is best to not try to change just to change. This is what makes Steve Goodman the man for the job in our opinion.”

− Ronald Brunell, President, B & B Coverage

“Steve Goodman and SHG Planning have added great value to our families estate and business succession planning. Their integration with the rest of our financial advisors was extremely valuable. Steve Goodman and SHG Planning’s knowledge of all life insurance products, tax implications and coordination with my CPA and attorney was exceptional. Steve has proved to be a valuable asset to my overall estate planning for me and my family. Prior to meeting Steve Goodman and SHG Planning, I felt my team of advisors had covered every aspect of my planning. I couldn’t believe the added value his firm brought to all of my family’s planning needs.”

− Eugene Cardoza, Cardoza Plumbing

“I have been purchasing life insurance from Steve Goodman at SHG Planning for as long as I have had life insurance needs. He gives me clear and accurate information at all times, and I believe his most positive trait is his honesty. What Steve tells me, is how it is. There is no salesmanship going on here. He is also an individual who gives back to his community. When my daughter and son in law asked me where to go for life insurance, there was no hesitation on my part. I immediately told them to call Steve Goodman at SHG Planning.”
− Les Lerner, L.A.L. Property Management Corp.

“Steven Goodman and SHG Planning are more than insurance professionals of the highest quality – they are an integral part of the planning process. I have worked with Steven for many years and greatly value his exceptional planning prowess.”

− Judson Stein, Esq, Genova, Burns & Giantomasi

I can always rely on Steven Goodman and SHG Planning to provide my clients with thoughtful and creative planning advice.”

− Morris Sabbagh, Esq., Partner, Vishnick McGovern Milizio LLP

“Steve Goodman and SHG Planning are an excellent resource for both our clients and our firm. Steve has exceptionally deep and broad estate planning knowledge and experience with respect to life insurance. Steve and his team add tremendous value in analyzing some of the most complex planning cases
we see in our practice, and providing innovative and thoughtful solutions for our clients.”

− Kenneth C. Handy, Director, Bessemer Trust

About Me

For more than 30 years, I have provided insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely-held businesses and high net worth individuals.

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.

Book A Call With Me

To book a call with me, please fill out the information below, along with your preferred availability, and I’ll connect with you to schedule as soon as possible.


 




Videos

Check out these helpful videos that answer common questions.

Podcasts

Shock Your Potential Podcast: Be Smarter Every Day

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!...

The Great American Senior Show

The Great American Senior Show

Whether you are a senior citizen, are caring for an aging loved one, or simply trying to grow a business and live your life, advice is always needed. Make the advice insurance planning, wealth management, and tips for surviving the financial strains brought on by...

Get In Touch