Family Business Playbook: Merging Generations - CMG Insights Contributor Series

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July 8, 2022

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We are delighted to launch our first “CMG Insights – Contributor Series” featuring Francois de Visscher, President of de Visscher Advisors.  During this video Q&A session, CMG’s Michael Carter and Francois share their insights on the ever-changing landscape of family business advisory from generational succession to liquidity options in today’s environment.

Click the video to learn more about our topic, Family Business Playbook: Merging Generations - M&A Expertise for Founders & Families.

Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that represents founder-led and family-held businesses valued between $20 million and $200 million. For more than 30 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. cartermorse.com

de Visscher Advisors strives to be the premier, independent, financial consulting and investment banking firm, serving the needs of entrepreneurs and business owning families, applying the highest standards of quality, integrity, and individual attention. "We understand the many challenges facing family companies and their owners because we deal with those issues everyday as advisors and as owners. devisscher.com

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

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The Tide Mill Building | 99 Harbor Road
Southport, CT 06890

203-349-8371 | INFO@cartermorse.com

Securities are offered through Carter Capital Corporation, member FINRA and SIPC.

This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

Disclosure: Business Continuity Plan

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