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Firm of the Year 2016

If success is a destination – how do you know when you’ve arrived?

What does success look like to you as a business owner? Is it waking up in your multi-million-dollar home and choosing which of your five cars to drive to the office? Or is it financial security for you and your family? This might be where you aspire to be in five or even ten years’ time, or maybe it’s the life you’re living right now. Perhaps your dreams are bigger than this.

If success is a destination – how do you know when you’ve arrived?

But what happens when you finally reach your destination – financial or otherwise? You’ve got the cars, the house, money for your family, the successful business – but what’s next? Will the milestone you set for your business move, or will you? Let’s take a look at a possible situation.

Through the eyes of himself and everyone around him, Jason is what’s considered a successful business owner. Every morning Jason wakes up at 6am, gulps down his scalding hot coffee, and is out the door by 6:30. If he has a couple minutes to spare, he likes to sit in his car and listen to the hum of engines from his neighbors’ cars as they set off to go about their day, before he too is consumed with the pressures of running a business. That is, all but one of his neighbors.

Each day without fail, the man who lives opposite Jason struts out his front door in his sweats, grabs the newspaper and proceeds to sip his coffee leisurely from his porch as he catches up with all that’s going on in the world. He looks so carefree.

Jason can’t remember the last time he read the paper from cover to cover, took the time to enjoy a coffee that had somewhat cooled or even set foot in a gym. He noticed the size of the man’s house is the same as his, the cars on his driveway are around the same value, and despite this his neighbor looked much younger, fitter, and happier than Jason. How could their days be so different?

Despite his curiosity Jason sends his neighbor a forced smile every morning, drives to his office, and continues to run his business. This routine continues for six months until one morning he decides to greet the man on the porch and ask him once and for all what he does for a living.

He flashes Jason a sympathetic smile, "I was a business owner for over 25 years. It was my life. But one day I realized I’d stopped doing the things I once loved – I couldn’t even find the time to read the paper in the morning. Sometimes you just need to take a step back and remember the one priceless thing money can’t buy. Time. So, I chose to exit my company, and now I’ve got it." He picked up his paper and took a long sip of his coffee. "This is my success."

While everyone has their own idea of what success looks like, how do we know when we’ve truly arrived? If your business is your life, it’s most likely your greatest asset, but as we get older our priorities sometimes shift and your business can begin to take a back seat.

Does success become sitting on your porch with the daily paper and a coffee as you watch your neighbors speed off to the office? Are you beginning to realize the importance of free time? Could exiting your company be the way to get it?

You might be considering exiting your business today, or even in five years’ time, but whenever you’re ready to go to market, you’ll need to know where to start. At Generational Equity, we provide owners with high-level business knowledge that allows them to exit their company at the right time, for its maximum value. Our complimentary conferences give insight into the entire process and explore a range of opportunities that can help your business grow. Why not join us? Just one day out of the office could be the best decision you've ever made. Whatever your goals, wherever your business is headed – it all starts with Generational Equity. We’ll get you there.

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Together, we’ll take your business further. Whatever your goals for the future… we’ll get you there.

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Our complimentary invitation only conferences will open your mind to the possibilities of financial growth and the different ways we can help you obtain it.

These no-obligation conferences provide business owners like you with priceless information that can be used when thinking of growing, valuing or even exiting your business. Attending our conference could end up being the best decision you've ever made.

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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
I decided to attend the conference and hopefully receive some guidance on how to structure an exit plan of my business. Upon arriving at the conference, I was so impressed with the presentation given by Generational Equity that I set a future appointment that week to discuss the possibility of selling my business with their Senior Managing Director David Robinson.
JoAnn Ellis, Owner of Fondren 5 Star Kennels
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 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 need to say an immense thank you to Don Ho for his stellar work ethic, attention to detail, and tireless effort. Also thank you to the whole crew at GE! Without you, Don could not do such a phenomenal job. We were shooting for closing and funding before the end of 2020, due to the uncertainty of the political landscape and taxes. I am happy to report we closed last week and will be funding tomorrow.
Dr. Caty J. Catron PhD, RN, VA-BC – Owner, Vic The Picc, LLC
Thanks to you, the entire GE team and especially Michael Goss for driving a great valuation, coaching me and driving the process across the finish line. Please let me know if there is anything I can do to support GE going forward.
Tom Currier, Former President & CEO, Rackmount Solutions
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
Through the sale process, Generational brought in several interested buyers and we closed in about 6 months. I am so glad I accepted that invitation to the conference and could not be happier with the whole process. The team at Generational coupled with their knowledge and guidance was so valuable that in the end, I know I could never have done this on my own!
JoAnn Ellis, Owner of Fondren 5 Star Kennels
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.
I am pleased that I was able to work with Andrew Byrd throughout this experience. From the first meeting we had in Minneapolis I felt that I was in good hands. His knowledge and expertise is second to none. He guided the process consistently throughout. I feel lucky that I was pared with Andrew and could not be happier that I chose Generational Equity to handle this major life event. Thank you Andrew and GenEq for everything!
Eric Erlandson, Owner, Action Fastenings, Inc.
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
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
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
After attending a conference with GE, I decided that the value they bring would be worth the expense and as soon as I started working with them, I realized that was the right decision. When we started to get LOIs, Fred Zweifel took the lead on the communication and supported negotiations throughout the process, which got tricky as we moved forward. I learned that it can be common for companies to make a great offer then work to erode that price with their discoveries, but Fred and the GE team kept that from happening.
Caroline Connelly, CEO, OptoTest
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
We had the pleasure of working with Mr. Ahmad Behjati Managing Director, M&A, for Generational Equity during our acquisition of Papa's Dodge in late 2021. Generational Equity and Mr. Behjati represented and marketed Papa’s Dodge. As our primary contact, Mr. Behjati was professional in every facet of this acquisition process, conveying valuable advice most times and assisting us in every step of the process.
Rick Greene of Dobbs Equity Partners LLC
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.
The professionals at Generational Equity then helped develop a roadmap for enhancing the value of the firm and an evaluation report. This was completed by June 14, 2021. We then developed the Confidential Information Memorandum and put Taylor Studios, Inc. on the market by July.
Generational Equity’s professional staff helped me every step of the way. Their network and professionals are the only reason I sold my company this quickly. For me this is a once in a lifetime sale and I was unfamiliar with the process. I was able to lean on them with questions and concerns.
Betty L. Brennan, President, Taylor Studios
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
We were represented by Michael Goss with Generational. The due diligence was grueling and exhausting, but Michael propped us up and kept us motivated throughout the process. Debi and I continued to ask each other how we could possibly make it through this process without the assistance of Michael. Michael's professionalism and knowledge is absolutely amazing, and we are so blessed to have had him by our side as we made our future dreams come true.
Bob and Debi Lee, Owners of BL Technology, Inc and BL Tl Services, LLC
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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
I wanted to take this opportunity to thank you for all that you have done for us. Not only did you take care of all the aspects of the sale but took extra care to make sure we knew what it looked like every step of the way. I will definitely recommend your company to anyone that is in a position to or looking to exit their business.
Shane and Johanna Kline, Owners of Vision Upfitters
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.
The most important contribution I think Ahmad made was with his personality and work ethic. He is sincere, efficient, and very hard working. He was available to me at all times, whether it was for specific detail of the negotiation or just to talk through the bigger picture. He listened, advised, and recommended, but never forced his idea or opinions. In the time we worked together, he became a valued colleague and also a friend.
Salvo Stoch, Founder and CEO of Sleeping Partners
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
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
T.D., thank you so much! You are a great leader! I love how you are using your gifts and talents to better others. You are clearly a GREAT COACH! This 3 day session undoubtedly changed the future of our business, and very well may have been the sole catalyst to save my company, my health and my marriage! A genuine “thank you” from the bottom of my heart.
Bryan D. Horn, Owner, Over Under Clothing