EP 035 Steven Goodman, CPA, MBA, President and CEO SHG Planning

Steven Goodman, President and CEO of SHG Planning, specializes in business succession planning, which is helping business owners deal with the succession to their families, partners, and key employees. Steven also works in estate planning and gets involved in the sophisticated design of people’s retirement plans.  Steven is a skilled CPA with a multidisciplinary background. He has the expertise of an attorney, investment, pension, and insurance person, which is extremely beneficial for his clients. He currently services hundreds of clients focusing on the needs of owners of closely held businesses and high net worth individuals. In our conversation, Steven talks 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. Take advantage of Steven’s free book and the informative articles on his website! Connect with Steven: Website: https://www.shgplanning.com/ LinkedIn:  www.linkedin.com/in/stevegoodmanshg/ Free Book: stevengoodman.biz Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices