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Are You Ready for Your Next Life-Altering Cross-Road Event?

By Generational Equity

Cross Roads Business

At various times in our lives, we all face “cross-road” events, big choices that can have a huge impact on our future. Deciding which college to attend, figuring out which company to join post-graduation, picking someone for a long-term relationship, and launching a business are all common examples.

Cross-road events generally require deep contemplation, hopefully well in advance of when a decision must be made. In a perfect world, you have time to research all of your options.

We see our services much the same.   We are both privileged and proud to help business owners face one of the largest cross-road event in their lives:   When and how to exit for maximum value.

Exit planning really includes two components:

  • Getting the business buyer ready.
  • Preparing the owner(s) to actually take the leap when an offer is right.

In many ways, the first one is the easiest. We see three areas that many privately held businesses need to focus on before entering any deal:

  1. Reducing owner dependence
  2. Diversifying their customer base
  3. Getting their financial reporting in good order

These areas, if deficient, are what we focus on with our clients when we create their Roadmap for Enhancing Value. Addressing these areas, while we work with them to find buyers, can have a huge impact on the valuation and salability of their company.

The Second Challenge: Letting Go

In many ways the second component, preparing the owners to let go, can often be the greater challenge. It usually takes time for the owner, partners, spouses, and sometimes extended family members, to wrap their minds around moving onto the next phase of their lives. Further complicating matters, no two clients and their needs are ever the same.

This may be why we have been the leading lower middle market investment bank for years. Our dealmakers really get to know our clients and help them determine what type of exit event is best for them.

For many clients, a 100% sale and quick departure is the desired goal. For others, a partial sale while partnering with a PE firm for future growth is the best option. And, there are dozens of deal structures between these two. 

If Generational Group doesn’t find you the optimal buyer with the optimal deal structure, you won’t be happy (and we want you to be happy). Here are just three examples of deals we closed and the goals each owner had for their transaction:

In each case, Generational Group worked hand-in-hand with each owner to prepare them mentally for the best offer at the right price, with the optimal structure, at the right time.

We can do the same for you!

You have two paths you can take. If you are ready to sell now and you know your timing is right, then call us at 972-232-1121 or visit our website and leave us your contact information. We will reach out to you confidentially.

If you are not certain where you are on your exit journey, whether it is two years or even 10 years away, it is better to get started now than to wait. Starting early gives you the luxury of time as you contemplate what’s right for you and your company.

You can begin this process by attending a Generational Equity complimentary exit planning conference. These events are designed to help business owners like yourself begin the process of planning and preparing for an eventual exit. Here are a few links for you to explore:

Remember, you have many options available to you as you move toward this cross-road. Make the wise move and hire us to guide you through it. 

By Carl Doerksen, Director of Corporate Development at Generational Equity.

© 2019 Generational Equity, LLC. All Rights Reserved.

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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
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
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
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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 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.
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
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
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.
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
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 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
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 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
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
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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.