Blog

Mitigating Fear in M&A Transactions

“The only thing we have to fear is… fear itself.” – Franklin D. Roosevelt ‍ Every M&A transaction is an emotional roller coaster for both the owners and employees. Business owners have the ability to either alleviate fear or exacerbate it, so it is essential to set the right tone and carefully manage the message. […]

When Preparing for an Exit – Do the Opposite

“If every instinct you have is wrong, then the opposite would have to be right”– Jerry Seinfeld ‍ When it comes to selling a business, owners need to think differently than when managing day-to-day operations. The instincts and tactics that make them successful growing their companies are often wrong when exploring an exit. ‍ Do […]

In the Middle of Difficulty Lies Opportunity

“In the Middle of Difficulty Lies Opportunity” -Albert Einstein ‍ History has shown that crises present unique opportunities to grow shareholder value through selected acquisitions.  Now may be the perfect time to go shopping. ‍ Well-Managed Companies Now Have Their Houses in Order   From an operational point of view, most of our clients have […]

CMG Announces Two New Members to its Board of Advisors

Carter Morse & Goodrich is pleased to announce that it has added two new members to its Board of Advisors.  Formed more than a decade ago, CMG’s Board of Advisors consists of prominent business professionals from industry sectors that are important to CMG’s mission and its clients. Joining the board are Mrs. Nicole Russo, the […]

EBITDAC – The Mother of All Add-backs

Your ability to track and quantify the financial impact of COVID on all facets of your business will have broad valuation implications for years to come. How did the business perform during COVID-19?   This will undoubtedly be the new question owners will need to answer for years to come. COVID-19 will have both short-term […]

CMG 2019 Year in Review

‍Carter Morse & Goodrich (“CMG”) is proud to announce that 2019 was another record breaking year for the firm.  We would like to thank all of our clients, referral sources and friends of the firm who contributed to a fantastic year. As we embark on our 33rd year, we remain enthusiastic about the prospects for […]

Carter Morse & Goodrich will be featured at the Exit Planning Exchange (“XPX”) Tri-State Summit

XPX Tri-State Summit 2020 is a special half-day event designed for middle market business owners and their advisors. The program, including a keynote speaker and three panel discussions, covers the full life cycle of the privately-held business, including Business Value Growth, Business Value Transfer, and Owner Life and Legacy. Terry Hannafin, Managing Director of CMG, […]