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 registe...
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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 registe...
Business Owner Bootcamp Episode 5: Key Strategies to Think About when Selling Your Business
Business Owner Bootcamp
40 minutes
2 months ago
Business Owner Bootcamp Episode 5: Key Strategies to Think About when Selling Your Business
In this episode, Sandy Wiggins, financial advisor and Managing Director at Wealthspire Advisors is joined by Conrad Garcia, Partner and Tax Attorney at Williams Mullen, to explore critical tax planning strategies for business owners preparing for a sale, along with the importance of assembling a transaction team, entity structure considerations, personal goodwill, QSBS opportunities, and estate planning techniques. Whether you're selling a C Corp, S Corp, or LLC, this episode offers valuable ...
Business Owner Bootcamp
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 registe...
