• D. Waits

    I will forever be grateful for you & your staff for all your kindness throughout the past 5 years. I…
    5.0
    2014-02-18T06:20:13+00:00
    I will forever be grateful for you & your staff for all your kindness throughout the past 5 years. I have recommended you & your staff many times!

    K. Madden

    Just wanted to let you know that I closed on my parents’ house on Friday and all went smoothly. Thank…
    5.0
    2015-09-08T10:06:51+00:00
    Just wanted to let you know that I closed on my parents’ house on Friday and all went smoothly. Thank you so much for all the work you put into making this happen in a very timely manner. I am grateful for your help through this maze of crazy paperwork!

    B. Andersen

    Thanks for everything you have done and continue to do.  Dennis and I had a conversation recently and talked about…
    5.0
    2015-08-25T13:09:58+00:00
    Thanks for everything you have done and continue to do.  Dennis and I had a conversation recently and talked about the efficiency and great service that we have received from you and everyone at your office.  Your customer service is outstanding. We truly appreciate it!!

    C. Rivers

    I can never repay you for your kindness and generous acts; for the service of you and your firm, for…
    5.0
    2015-02-26T10:36:27+00:00
    I can never repay you for your kindness and generous acts; for the service of you and your firm, for helping me and my mother, for going above and beyond in handling the affairs of my mom… I consider it a great privilege to be counted as one of your many friends besides being there View Full →

    E. Harrison

    Thank you so much Stephanie. You, along with Bob and the others there, have been so helpful to us in…
    5.0
    2015-02-16T11:01:27+00:00
    Thank you so much Stephanie. You, along with Bob and the others there, have been so helpful to us in our journey. You all have been so patient and prompt in answering and addressing all of our needs, questions and concerns. Please express our heartfelt thanks to everyone there.
    5.0
    5
  • BUSINESS PLANNING

    For many families, a business represents one of their most valuable assets. This means an effective estate is predicated upon an effective business plan. At Robert M. Goldberg & Associates, we define an effective business plan as one that, for starters, should help you earn the greatest possible return on your initial investment. It should also protect your family and the business entity itself. In addition, it must allow for the possibility of extraordinary growth and success, as well as offer protection against the financial consequences of operational problems or downturns in the overall economy. Finally, the plan must take into account the timing and manner of your exit from the business.

    We have a wealth of experience helping business owners at start-up, at exit, and at every stage in between. Over the years, we have concluded that a collaborative approach results in the best business plans. This is why we welcome input from your company’s current financial advisors, attorneys, CFOs and key managers.

    Here are just a few of the business planning services we offer:

    • Company formation
    • Choice of business entity
    • Structure of business entity
    • Purchase or sale of a business
    • Ownership issues
    • General legal counsel to businesses and individual owners
    • Coordination of personal, estate and business plans
    • Tax planning
    • Reorganization and restructuring
    • Shareholder control agreements
    • Voting agreements
    • Buy-sell agreements
    • Sales and disposition of businesses
    • Dissolutions
    • Succession planning
    • Recapitalization
    • Asset protection