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 navigate a successful exit.
Ramsey moves $500M+ in transactions every year, advising CEOs on maximizing valuations, navigating exits, and scaling companies that buyers fight over. This event is a deep dive into both the M&A process and the leadership behind building a high-performance firm.
🚀 What We’ll Cover:
đź“Ś The M&A Playbook: What Every CEO Should Know Before Buying or Selling
✔️ The current M&A environment—where deals are heading in the next few years
✔️ How CEOs should prepare years before they sell (most don’t, and it costs them)
✔️ The biggest red flags that kill deals—and how to avoid them
✔️ What actually moves the needle on valuation (getting a 6x multiple vs. a 4x)
✔️ The different exit paths (private equity, strategic buyers, roll-ups) and how to choose
✔️ How to grow through acquisition—financing, deal flow, and structuring smart deals
📌 Scaling & Leading an Elite Firm: Ramsey’s Playbook for Growth & Leadership
✔️ The biggest challenge in scaling a high-performance investment bank
✔️ How he says no often—without hurting relationships
✔️ His leadership evolution—what he believed 10 years ago that he no longer does
✔️ How he prioritizes time as a CEO and what a great week looks like
✔️ How to build and retain A+ talent in a high-stakes, high-pressure environment
✔️ Breaking through growth ceilings—how he’s tackled bottlenecks in scaling CMG
Whether you’re an entrepreneur, founder, or leadership team member, this conversation is packed with valuable advice to help you scale with purpose and exit with confidence.
Learn more about EOS: https://www.eosworldwide.com