Wealth Watchers Podcast

46. Protect Your Business with Succession Planning w/ Steven Goodman

August 27, 2021 Happy Camper Capital Season 1 Episode 46
Wealth Watchers Podcast
46. Protect Your Business with Succession Planning w/ Steven Goodman
Show Notes

Congratulations you have put in time and effort that has resulted in a successful business.  At this point you might be looking down the road and are curious what the next step should be to protect what you have built.

Steven Goodman is the CEO of SHG Planning and talks today about:

  • Business Succession- who needs it and why
  • Valuation
  • Common Real Life Scenarios

One such scenario is presented as a successful business owner has 3 children: 1 child works diligently in the business and the other 2 children have found careers elsewhere.  At the time of passing, how does the business owner want to allocate to his children?  What would you do?

Listen to this episode for practical, real world strategies on how to navigate the many decisions to "Protect Your Business with Succession Planning w/ Steven Goodman".

To find out more about Steven Goodman:
stevengoodman.biz
www.shgplanning.com

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To find out more about what the hosts, Adam Lendi and Justin Hoggatt, check out: happycampercapital.com
Follow on Facebook @WealthWatchersCommunity or @HappyCamperCapital


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