May 6, 2015

CMM Managing Director, Ramsey Goodrich, was the keynote speaker at the Estate Planning Counsel Annual Meeting and Dinner at Innis Arden Club in Greenwich, CT. He delivered a presentation entitled “Options for Monetizing Privately Held Companies and Strategies to Maximize Value” to an audience of more than 75 estate planners, trust officers, wealth managers and others advisory professionals involved with exit and estate planning.

Beyond liquid assets and real estate, a significant portion of a family’s wealth may reside within a family or closely held company. Many of these businesses involve multiple generations of owners, whether or not they are involved in the day-to-day operations of the business, which can create a number of unique challenges for operating, managing and planning for the family business. Mr. Goodrich discussed how families can maximize the value of their business for the benefit of future generations and explore options to monetize some or all of the value in the company.

In a lively conversation, a variety of topics were covered, including:

  • What are some of the ways to create liquidity for family members without selling the business?
  • What are the major components that go into planning for future sales transactions? When should the family start planning for a future sales event?
  • Is there a difference between a “market” value and an “estate” value, especially when planning for a transaction? What are the most important factors that go into valuation?
  • When should the owners consider a strategic sale versus a private equity investment? What are the advantages and disadvantages of each?
  • How long does the transaction process take and what is involved?

Featured Transactions

  • NACPS Tombstone - Website
  • WL Tombstone - Website


  • BP-IPG Tombstone for Website 
  • Tantor Tombstone - Web Site
  • MA Magazine Award - 2014 Tombstone v2
  • Rostra Tombstone Press Release -no border
  • ACGNY Champion 2014

    LBO of the Year

    up to $50 million

  • Spire DLX Tombstone


  • PMR- Allied
  • Butler-Hill
  • Cranston-2011
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Press Releases

Ramsey Goodrich elected President of The Exit Planning Exchange

August 2015 

The Exit Planning Exchange is pleased to announce that Ramsey Goodrich, Managing Director at Carter Morse & Mathias, has been elected President of the Connecticut chapter. 

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CMM Mid-Year Review - 2015

July 2015

We would like to share with you a few updates at Carter Morse & Mathias, and celebrate some of our notable achievements for the first six months of 2015. It has been a strong first half for CMM, as measured by the number of closed transactions, the valuations achieved for our clients, the strength of our pipeline, and the awards that we have won.

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Martin Magida Appointed CEO Trust Expert and Accepted into Vistage Trusted Advisor Program

July 2015

Carter Morse & Mathias is proud to announce that Managing Director Martin Magida has been appointed as an Expert with the CEO Trust and has recently been accepted to the Vistage Trusted Advisor Program.

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