by Steve Goodman

CPA, MBA – President & Chief Executive Officer

Contact Steve today for more info.

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 generational family businesses. Listen as Steven shares some real-world examples. Certainly appropriate subject matter for this year-end episode of GENeration EXcellence.


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CPA, MBA – President & Chief Executive Officer

About Steve Goodman

For more than 30 years, Steven has 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.

He's been featured in the New York Times and is an accomplished speaker and has presented over the years to many organizations and professional groups on efficient business succession, estate planning issues and tax strategies. Steven is a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick, and holds an MBA from Fordham University.

Email Steve today for the business succession planning you deserve.

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