Generational Equity Client Reviews

Mike Aman A wake-up call

Following a personal tragedy, business owner Mike Aman found himself evaluating the things that really mattered most to him. Realizing that it was time to spend more time with his family, Generational Equity helped him to sell his business for the optimal price and secure a lasting legacy.

Mike Polarek A road less traveled

Having endured an exhausting commute for 20 years, business owner Mike Polarek seized the opportunity to start living his life without his business. The road to selling his company wasn’t always smooth, but with Generational Equity’s guidance, Mike was able to secure a deal he deserved.

Kathy Zerwas Living in the moment

When Kathy Zerwas decided the time was right to exit her company, Generational Equity helped her achieve a great result and create a world of opportunities moving forward. Now Kathy is living in the moment and enjoying a fulfilling life beyond her business.

Dave Kerr Growing the business

When Dave Kerr asked Generational Equity to help him with the partial sale of his consulting business, we found him the perfect partner to grow his company; ready to sell a few years down the line.

Bill Bush Exploring a new path

Bill Bush longed to spend more time with his three grandchildren and get back to his favorite hobby. With the help of Generational Equity’s advisors, we found the right buyer for Bill’s company so he could start doing the things that mattered most.

Bobby & Stacy Evans From Buffalo to Belize

Bobby and his wife Stacy shared a love for the Caribbean. Through the successful sale of Bobby’s software business, Generational Equity was able to help them to achieve the freedom to travel to Belize and beyond whenever they wish.

Chris Ludwig Finding more time

Chris Ludwig's business was his life for many years, but over time his priorities began to change. Generational Equity guided Chris on the optimal time to take his company to market so he could start thinking about his life after business.

Tommy Barker Making the most of life

For business owner Tommy Barker, time used to mean money. As the years passed, he soon realized his time is much more valuable. Having sold his business with Generational Equity, Tommy can now indulge in his passion of restoring vintage muscle cars and do whatever he wants, whenever he likes.

Bob & Cheryl Finnie Rediscovering Spontaneity

The demands of running their business meant owners Bob and Cheryl Finnie never had the freedom to indulge their passions or try something new. Through Generational Equity’s support, they were able to successfully exit their business and reinvigorate their spontaneity.

Michael & Rebecca Baker Enjoying life After Business

Once their business had grown to a certain level, Michael and Rebecca Baker realized the time was right to take the next step. With Generational Equity’s experienced advisors holding their hand through the exit process, they now have the time to take a breather and reap the rewards of life after business.

Mike Aman A wake-up call
Mike Polarek A road less traveled
Kathy Zerwas Living in the moment
Dave Kerr Growing the business
Bill Bush Exploring a new path
Bobby & Stacy Evans From Buffalo to Belize
Chris Ludwig Finding more time
Tommy Barker Making the most of life
Bob & Cheryl Finnie Rediscovering Spontaneity
Michael & Rebecca Baker Enjoying life After Business

When it comes time to sell your company, you're going to need an accurate market valuation that helps you achieve the optimal deal structure. At Generational, that is what we do for each and every client. Our highly experienced M&A advisors help owners like you create an exit strategy that’s right for your future, so that you can live the life you dreamed.

We invite you to speak with one of our Senior Business Advisors if you are currently considering an exit strategy or you simply want to discover more about the Generational process.

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Hear how choosing Generational Equity changed their lives for the better.

Every client we work with goes through a comprehensive 16-stage process. This includes a thorough business evaluation, implementing value enhancement methods, full assistance on going to market, negotiation and deal closure. If you are a business owner interested in finding out more about the M&A process, you can learn much more at our complimentary executive conference. Register your place today.

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We are leaders in M&A Over 50 awards and counting

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M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award

We are leaders in M&A Over 50 awards, and counting

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I quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
We are extremely pleased with the way Generational Equity handled the sale of our company. Your associates, Tom and Chris, did an outstanding job of getting us (me) through the process.
Michael J Polarek, President, Paragon Packaging
I couldn’t have asked for a better team than Michael and Deborah. We couldn’t have done it without them.
Robert Evans, President and CEO of Mealtracker Dietary Software
I wanted to write you a quick letter to express our appreciation and our delight on the outcome of helping us through the process of our recent sale. We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Terry D. Wickman, President, Keytroller
The process was much more involved than I expected and your help, experience and advice was a big factor in making the negotiations go as smoothly as possible.
Terry D. Wickman, President, Keytroller
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
I must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
Tom Staszak is one of the most professional people I have dealt with in my last forty years of business. You’ve got a great group of people and you have built a truly professional organization.
Michael J Polarek, President, Paragon Packaging
We were happy to see the interest in our company and what we cherished has not just a valuable company but an important company to the communities we served in.
Larry Moore, Owner, A Company Portable Restrooms
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
Michael worked tirelessly, He followed every lead meticulously and urgently to make sure nothing was missed.
Robert Evans, President and CEO of Mealtracker Dietary Software
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
The help you provided us during each step of this process made us feel very comfortable and confident we were selecting the right approach to transition our Company.
Andy Graham, Vice President, Modern Heating & Plumbing
Bruce and I wanted to take this opportunity to thank Generational Equity for assigning Musa Jagne to our transaction. In Bruce’s words, “Musa did one hell of a job for us!”
Karen S. Williams, CFO, BW Manufacturing
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
Thanks again Phil and feel free to have a future client call me if they would like a referral. You are a true professional!
Andy Graham, Vice President, Modern Heating & Plumbing
We will highly recommend Generational Equity and Musa Jagne to any business owner about to embark on the same process.
Karen S. Williams, CFO, BW Manufacturing
We knew it would be a difficult task to have someone really understand our business and our market, prior to researching a possible buyer, so it was imperative that we found someone of your caliber, with definite proven experience in this area.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.
Pete L.
Thank you again for all your guidance and support. Any company will achieve what they intend, if they have you on their team!
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.