Consulting & Wealth Accumulation Management


No matter what the size of your business, Lipsky, Goodkin & Co. has the experienced professionals to help your business thrive. We will keep you apprised of relevant changes in the financial world as well as in your industry, and we can advise you how to prepare your business to handle those changes without losing your place in the market. Our management consulting services include:

  • Bankruptcy
  • Budgets & Forecasting
  • Business Acquisitions
  • Business Interruption Planning
  • Business Management
  • Business Valuations
  • Cash Flow Analysis
  • Closely Held Company planning
  • Corporation/Partnership Formation, Operation & Dissolution
  • Employee Benefit Programs
  • Family Business Succession
  • Feasibility Studies
  • Financial Situation Analysis
  • Financial Planning
  • Investment Analysis
  • Litigation Support
  • Management Information Services
  • Mergers & Consolidations



At Lipsky, Goodkin & Co. we recognize that each financial situation is as unique as the individuals involved. That's why we take the time to evaluate your situation and determine which plan will meet your needs. Our associates can assist you in the areas of:

  • Estate Planning—Let us help you take the emotions out of estate planning. We will look objectively at your goals and then help you implement a strategy that meets your objectives.
  • Retirement Plans—The future and retirement seem to approach so quickly. The partners at Lipsky, Goodkin & Co. can help you be sure that you and your business are prepared.