Executive Conferences

Here's what our attendees have to say about our Executive Conferences:

4.9

Here's what our attendees have to say about our Executive Conferences:

Extremely informative!! Learned a lot about things I had never even thought of!! Mike is a great speaker!! Every Business owner should attend one of these seminars!

4.9

Here's what our attendees have to say about our Executive Conferences:

I would recommend this conference to any business owners who are seriously thinking about selling their business. The information I learned was invaluable. The presenters are both very knowledgeable and professional.

4.9

Here's what our attendees have to say about our Executive Conferences:

Must attend seminar if you own a business. As a business owner it’s impossible to know all the ins and outs of this aspect of business. They do it well!!

4.9

Here's what our attendees have to say about our Executive Conferences:

Excellent production and very informative. Gave me hope that my company is worth far more than I thought. Answered more questions than I could even imagine. Great job!

4.9

Here's what our attendees have to say about our Executive Conferences:

Very informational for all business owners regardless of what you’re current plan is. All business owners should come to learn more about the aspects of business that the common owner doesn’t usually think about or know about.

4.9

Here's what our attendees have to say about our Executive Conferences:

This was the best educational experience for me. The speaker was an extremely well organized and well spoken individual. I learned so much and am now feeling better educated on handling some future business transactions.

4.9

Here's what our attendees have to say about our Executive Conferences:

That was the most amazing, important day I've spent in at least 10 years!

4.9

Here's what our attendees have to say about our Executive Conferences:

Great conference! The conference leader and managing director are very professional and are genuinely wanting what’s best for their clients.

4.9

Here's what our attendees have to say about our Executive Conferences:

I received so much information to either grow or sell a business without selling a product.

4.9

Here's what our attendees have to say about our Executive Conferences:

A must for every business owner. No hard-selling, and it was completely free including breakfast, lunch and valet parking. The information is essential for growing your business and more importantly when it comes time to exit.

4.9

Here's what our attendees have to say about our Executive Conferences:

This conference was by far one of the most informational experiences I have attended. I needed the information to better understand the proper steps to selling my business. I would highly recommend this to anyone when they are thinking of selling their business. Not attending is almost guaranteeing you sell your business for less.

4.9

Here's what our attendees have to say about our Executive Conferences:

This was a very informative day. As a business owner, it's good to receive quality information. Michael did an exceptional job.

4.9

Here's what our attendees have to say about our Executive Conferences:

The conference was insightful, eye-opening and brings a sense of comfort to know a company such as this exists to help me and my family make the best choice for the future of our business. Thank you so much.

4.9

Here's what our attendees have to say about our Executive Conferences:

Peter was an amazing public speaker and I walked out of this conference with exponentially more confidence in knowing how to grow and develop my business for investors. Ashok was also attentive and answered our technical questions regarding market value and different options we can take as business owners with consulting services. I definitely recommend coming here for at least getting some food for thought and a new way to look at how you should be presenting your business.

4.9

Here's what our attendees have to say about our Executive Conferences:

Incredible content. Excellent in terms of engagement. Very aggressive fees. Awesome reach. Will contract with Generational in a heartbeat. Market leader in deals to $25 million and nationally 2nd to $100 million. Growth agent. Very talented and driven team of straight shooters. Headquartered in Texas which is the land of the most friendly straight shooters.

4.9

Here's what our attendees have to say about our Executive Conferences:

Clear and well-organized information. Tremendous value on many levels.

4.9

Here's what our attendees have to say about our Executive Conferences:

The conference was filled with excellent information. It was worth spending the day.

4.9

Here's what our attendees have to say about our Executive Conferences:

Definitely a better way to think about your exit strategy! Powerful!

4.9

Here's what our attendees have to say about our Executive Conferences:

GREAT... Extremely professional and informative!!!

4.9

Here's what our attendees have to say about our Executive Conferences:

Great conference! Would recommend all day. Thank you!

4.9

Here's what our attendees have to say about our Executive Conferences:

Most informative and productive single day a small business could spend for their future.

4.9

Here's what our attendees have to say about our Executive Conferences:

I would recommend to everyone who owns a business, give Generational a listen.

4.9

Here's what our attendees have to say about our Executive Conferences:

Absolute great seminar! Very informative and a must for business owners - and the seminar was free!

4.9

Here's what our attendees have to say about our Executive Conferences:

Incredibly informative and crucial to growing or selling a business. So much valuable information! Company saver!

4.9

Here's what our attendees have to say about our Executive Conferences:

A lot of great information for business owners!!

4.9

Here's what our attendees have to say about our Executive Conferences:

Very informative

Growth and Exit Strategies that Maximize Value

Grow or Exit?

Growing and selling your business means owning your future. What will that future look like? It depends on the strategy. At Generational, our experienced M&A professionals work closely with business owners in helping them determine the best direction that is right for them. Maybe it's time you made an investment, not in your business, but in yourself.

The more you know

The more you know about the complexities of the M&A journey the better prepared you will be when the time is right. And, when it comes to growing or selling your business, preparation is key. Our educational Executive Conferences provide privately held business owners with powerful, insider strategies on how to successfully grow and build a buyer ready business so they can exit for maximum value.

Over 100,000 business owners
have attended the Generational Executive Conference.

Generational Equity has closed more deals in the middle market than any other M&A firm in the past decade. Own your future and reserve your place at an Executive Conference near you.

Find a Conference

What you will learn

Morning Session

7:30 - 8:00 Registration and Breakfast Session starts promptly at 8am

Business valuation

You’ll become aware of the myths and fallacies surrounding business valuation and learn how to unlock hidden value within your financials.

Building a buyer ready business

You’ll understand how to see your business through the eyes of the buyer, the benefits of being prepared and how that makes a difference at the closing table.

Growing profits and cash flow

Most entrepreneurs try to cause growth by working hard and spending more money. You will learn the professional process for causing INTENTIONAL growth without having to add resources.

The M&A sales process

You’ll learn the 16 steps needed to take you from the start of the selling process to a successful close – and the difference between our professional approach compared to the amateur seller.

Common seller mistakes

Selling your business yourself can be costly and you could risk losing out on a substantial amount of value. We look at the common pitfalls many owners make when they attempt a DIY sale without the proper training including selling to the wrong buyer and entering the process not knowing the value of their company.

Working lunch
(lunch is provided)

Capital Gains Taxes

We will discuss the coming changes in capital gains taxes and how to avoid paying 117% more in taxes.

Presenting your company to buyers

You will see actual documents that buyer’s respect and understand. How to explain the past but sell the future in a way that will cause buyers to pay for what hasn’t happened yet.

Becoming an optimal seller

We will discuss what makes a seller desirable in the buyer’s eyes. HINT: It’s about the owners themselves as much as it is the business.

Afternoon Session

Should I grow or should I sell?

We will learn how to determine the return on investment your business generates and if that is the right way to invest your money.

How to grow profits and cash flow with a strategic growth plan

We will learn the secrets of profit growth that big companies understand but small firms tend to ignore. Regardless of your industry or size, we will see how the Pareto principle will reveal opportunities for rapid and intentional growth.

Calculation of Enterprise value

We will do a complete calculation of the enterprise value of a business following the accepted buyer methodology. HINT: It has nothing to do with multiples or formulas.

Identifying and accessing buyers

You’ll discover how to identify and approach the right buyers, which ones to avoid and how we are able to introduce your business to a network of global investors.

Negotiating and structuring a deal

You’ll gain a greater appreciation of the importance of negotiations in a deal, how professionals get the best price in the shortest time and how to manage multiple buyers to obtain the highest possible selling price.

Forms of payment

You’ll finish by learning about the different forms of payment, the legal and tax considerations and how to best go about protecting your new lifestyle.

Selling a business - An education in achieving maximum value Find an executive conference near you

We regularly hold conferences across North America to keep up with demand. See when we’re next in your area.

Conference Location

Your Location

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

4-time winner of Investment Banking Firm of the Year

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

View our awards

Generational Equity has closed more deals in the middle market than any M&A firm in the past decade. Coupled with our numerous awards from trusted authorities like The M&A Advisor and Inc. 500, we are firmly established as leaders in our industry.

If you are ready to grow or sell your business, or want to learn how to value your company, our award-winning M&A professional team is here to help. Contact us today.

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.

Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.

Ralph Noblin, President of Noblin & Associates

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 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

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.

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.

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

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

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

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

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

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

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 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 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

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

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.

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

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

Generational Equity’s assistance was invaluable in compiling and marketing our business.

Bil MacLeslie, CEO, ipHouse

We thank you Eric and Generational Equity making our dream come true.

Larry Moore, Owner, A Company Portable Restrooms

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

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

I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.

Bil MacLeslie, CEO, ipHouse

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

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

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 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

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Executive Conferences

Growth and Exit Strategies that Maximize Value

Grow or Exit?

The more you know

Over 100,000 business ownershave attended the Generational Executive Conference.

What you will learn

Business valuation

Building a buyer ready business

Growing profits and cash flow

The M&A sales process

Common seller mistakes

Capital Gains Taxes

Presenting your company to buyers

Becoming an optimal seller

Should I grow or should I sell?

How to grow profits and cash flow with a strategic growth plan

Calculation of Enterprise value

Identifying and accessing buyers

Negotiating and structuring a deal

Forms of payment

Selling a business - An education in achieving maximum value Find an executive conference near you

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

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

Instant Contact

We take our clients seriously

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Terms & Conditions

Generational Equity Privacy Policy

Information You Give Us

Sharing with our Affiliates

Information from Other Sources

Affiliate Offices

Disclaimer

Over 100,000 business owners
have attended the Generational Executive Conference.