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.
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...
I was recently interviewed by Seyla and Aileen on the How Did They Do It? Real Estate podcast. Listen below to learn more about maintaining the value of your estate so that it can be passed down to your loved ones when the time comes, as well as creating advance plans...
I was recently interviewed by Matthew Ma from the The Truth About Real Estate Podcast. Listen to our conversation to learn more about wealth preservation, business succession, and estate planning for real estate professionals!