Grow Your Business and Grow Your Wealth

by Steve Goodman

CPA, MBA – President & Chief Executive Officer

Contact Steve today for more info.

I was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. It was a great experience! Gary is passionate about what he does!

The Grow Your Business and Grow Your Wealth podcast features some of the brightest and successful minds in business today to discuss tactics for growing your business. I was honored to be a guest on the show.

In our conversation, I talk about:

  • The obstacles people run into with business succession planning.
  • The importance of business owners dedicating time to planning.
  • The benefit of using trusts and why.
  • Critical conversations for exit planning with partners, spouses and children.


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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