Family Business Today Podcast: Episode 49: Preserving Your Legacy and Wealth

Sep 17, 2021

For more than 30 years, Steven Goodman, President, and CEO of SHG Planning has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning. He currently services hundreds of clients focusing on the needs of owners of closely-held businesses and high net worth individuals. Steven is the author of Business Succession Planning: A Guide to Transfers, Sales, Family Harmony, and Minimizing Litigation, has written numerous articles for leading trade journals and has been a part of some 150 seminars about business succession and wealth preservation.

In this episode of Family Business Today, Steven will share:

  • How many family business owners put off planning for ownership in the future to avoid family conflict in the present

  • That establishing planning begins with a founder who is willing to plan

  • The details surrounding transferring your family business to non-family owners

  • How to avoid common tax pitfalls in buy-sell agreements

  • How to choose the right guardians and trustees and ask the right questions when making a will

  • And more…


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