Edward C. Goldstein, CFP, President
One Greentree Centre, Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053
Phone: 856-988-5480
egoldstein@flplanning.net

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Retirement Planning

Small Business

Protecting Your Intellectual Capital

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

You and Your Business: Choosing the Right Form of Ownership

The form of ownership you choose for your company can have lasting legal, financial, and tax implications. Here's a review of some of the most common business structures.

Business Succession Issues: Understanding Buy-Sell Agreements

Description:
This article examines how buy-sell agreements can provide a viable exit strategy for owners who wish to sell shares in a private business.

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  • Recognized 8x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine (2017, 2016, 2015, 2014, 2012, 2011, 2010 and 2009)
  • Recognized 5x as a "Select Wealth Manager" in New  Jersey Monthly (2017, 2016, 2015, 2014, 2013)

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