Welcome to Business Owner Bootcamp, the Wealthspire Advisors podcast designed to help business owners and entrepreneurs take control of their finances. Hosts and financial advisors Michael Delgass and Sandy Wiggins break down key topics like tax strategies, exit planning, business valuations, and real-world experiences with expert guests.
In this special episode, Mike Delgass sits down with Ramsey Goodrich, Managing Partner and investment banker at Carter Moore & Goodrich, to explore the emotional and strategic journey of selling a closely-held business. Ramsey brings more than 25 years of experience advising owners and executives of family-held and founder-led middle market companies on strategies to maximize shareholder value through M&A and capital transactions.
Together, Mike and Ramsey discuss practical insights on preparing for a sale, building the right advisory team, understanding valuation, mitigating risk, and defining success beyond just the dollar amount. Tune in to hear more from Mike and Ramsey.
Business Owner Bootcamp Episode 8: Beyond the Numbers - Emotional and Strategic Exit Planning for Business Owners
In this special episode, Mike Delgass sits down with Ramsey Goodrich, Managing Partner and investment banker at Carter Moore & Goodrich to explore the emotional and strategic journey of selling a closely held business. Ramsey brings more than 25 years of experience advising owners and executives of family held and founder led middle market companies on strategies to maximize shareholder value through M&A and capital transactions.
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. Wealthspire’s current disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
