Posts by Steven Goodman

Steven Goodman is a CPA, a banker, a business owner, and a published author. Put all that together and you have someone who has been in the room for difficult and seminal conversations around business continuity and succession. Steven’s book is titled Business Succession Planning, and he is passionate about the importance of planning for…

Part of you is building your business for the legacy. Legacy to your family, to your name, to your community … to the dream you are making real every day with your hard work. Most wealth does not make more than one generation – and Steven Goodman, President of SHG Planning, Inc., shares a key…

As difficult as it may be, business succession planning is essential. In this Expert Insight Interview, we welcome Steven Goodman, CEO of SHG Planning, and an estate planning and business-succession specialist. Click the image below to listen.

What you’ll learn about in this episode: Obstacles family businesses encounter when planning for the succession of their business. The methods that Steven uses to help business owners navigate these obstacles. Steven addresses the effect on a family unit when the leader or CEO of a family business falls ill or suddenly passes away. Steven…

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP, and guest host Kyle Ryan, CFP welcome Steve Goodman. Steve is a Certified Public Accountant (CPA), and the President & Chief Executive Officer of SHG Planning. Steve, Kyle, and Mike discuss the importance of succession planning for your business. Many business owners overlook…

Business and Estate Planning with Steven Goodman on The Joe Robert Show

#218 – Steven Goodman, on Succession Planning Your Business Steven Goodman joins the podcast to talk business succession. Are you prepared to transition your business over to a family member or loved one? Steven shares all the best insights from the past 30 years running his business SHG Planning. Want to learn more? Download Steven’s…

Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your children and their children? In this podcast episode, Wes sits down with Steven Goodman, Author of Business Succession Planning, to discuss leaving…

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…