Thinking About Selling Your Business? Avoid These Costly Mistakes – Interview

In a featured interview with Philip G. Palumbo, CFP®, Carter Morse & Goodrich Partner & Managing Director Terence Hannafin offers practical and strategic advice for business owners considering an exit....
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Business Insights: Inside the M&A Playbook – Scaling & Exiting Like a Pro

EOS Implementer Dan Bubniak sits down with Ramsey Goodrich, Managing Partner at Carter Morse & Goodrich, to dive into what it really takes to scale a business, maximize valuation, and...
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ACG DealMax 2025 Recap: What Business Owners Need to Know Right Now

Ramsey Goodrich and Terence Hannafin of Carter Morse & Goodrich recently returned from ACG’s DealMax Conference, one of the largest gatherings of dealmakers in the world. With more than 3,000...
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Specialized Services Sector Quarterly Update Industry – Insights & Market Data Q1 2025

Specialized service providers are the backbone of the U.S. economy, supporting over 75% of GDP and employing more than 80% of the workforce. These businesses—from logistics and consulting to staffing,...
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Consumer Sector Quarterly Update Industry – Insights & Market Data Q1 2025

I am incredibly excited to have you join us here in our Consumer Products newsletter. We will be publishing this newsletter after each quarter. My name is Peter Costa, and...
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Manufacturing Sector Quarterly Update Industry – Insights & Market Data Q1 2025

Welcome to the inaugural issue of CMG’s Manufacturing Newsletter! At CMG, we’ve always taken pride in representing family-owned and founder-led businesses in niche markets, guiding them through their once-in-a-lifetime transactions....
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HVAC Sector Quarterly Update Industry – Insights & Market Data Q1 2025

The HVAC industry is a dynamic and essential sector where evolving regulations, emerging technologies, and expanding geographic and end markets continue to reshape the landscape. At CMG, we take a...
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HVAC M&A Sector Update, HARDI ‘Navigate’ Conference Recap, Industry Interviews & Market Data | Winter 2025

Click here to download our Winter 2025 HVAC M&A Sector Update PDF HARDI 2024 ‘Navigate’ Conference Recap HVAC wholesale distributors and the wider HVAC community of HARDI members gathered in...
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The 9 Abilities – Maximize the Value of Your Business

Value is typically expressed as a simple multiple of EBITDA (earnings before interest, taxes, depreciation and amortization).  We have written a lot about EBITDA and how best to position it,...
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