Sell Side M&A - Before The Sale: Essential Steps to Prepare for an M&A Transaction

In this video, we sit down with Jeff Garber, CEO of Resident Essentials, to discuss the essential steps companies should take when preparing for an M&A transaction.

Jeff shares his insights and experiences, highlighting key factors such as his motivation for selling his business, why he chose to hire an investment banker and what the most important criteria was when choosing CMG as his investment banker.

Whether you're a buyer or seller, this interview provides valuable insights to help you navigate the complex world of M&A and maximize the value of your transaction.

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About Carter Morse & Goodrich

Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 years, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.

CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.