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.