Succession Planning/Building A Business That Lasts

by Steve Goodman

CPA, MBA – President & Chief Executive Officer

Contact Steve today for more info.

Many businesses are started every day, but the number that lasts the test of time is much lower. So what separates the businesses that last and those that don’t? With this podcast, we intend to find out. Each week, Jay Owen features conversations with business owners who have lasted the test of time to gather stories, tips, and ideas, that will help others grow.

You’re going to leave your business one of two ways: one, because you chose to leave it, or two, because you died. When you’re gone, what will happen to your business? You need to have a plan. The President and CEO of SHG Planning, Steven Goodman helps people preserve their legacies through estate and business succession planning. It’s a hard conversation to have, but something critical to think about and plan for today because tomorrow is never promised.

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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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