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SHG Planning Logo
SHG Planning CB Rank
2657971
Heat Score
41
SHG Planning specializes in estate planning and business succession.
Private Melville, New York, United States1-10 www.shgplanning.com/
Consulting
Financial Services
Professional Services
Overview

SHG Planning
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About SHG Planning

CB Rank
2657971
SHG Planning specializes in estate planning and business succession.
Private Melville, New York, United States1-10 www.shgplanning.com/
Consulting
Financial Services
Professional Services

Details

Legal Name SHG Planning, Inc.
Operating Status Active
Company Type For Profit
Phone Number 1 (516) 297-7390
Contact Email sgoodman@shgplanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Estate Planning
Service to create estate plans that reduce estate taxes and protect family assets.
Business Succession Planning
Planning service to manage the transfer of business ownership and operations to heirs or successors.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

Monthly Web Visits

327

IT Spend

$99KThis year, SHG Planning is projected to spend $99K on IT, according to Aberdeen.

Active Website Tech Count

21SHG Planning is actively using 21 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is SHG Planning's headquarters? SHG Planning is located in Melville, New York, United States.Who are SHG Planning's competitors? Alternatives and possible competitors to SHG Planning may include CSG Partners, ESOP Services, and  SES ESOP Strategies.
Who We Are
What We Do
Helpful Links
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