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Educational Exit Planning Seminars for Business Owners

By Generational Equity

educational exit planning

M&A advisory firm Generational Equity holds complimentary seminars around the United States and Canada to educate middle-market business owners about how and when to exit a business for the most profit.

A few things you will learn at the conference include:

  • How to find optimal buyers for your company
  • What buyers look for in a business acquisition  
  • Common, costly pitfalls to avoid 
  • How your business can "pay you" after you exit

Fill out the simple form to the right to learn more about our conferences and when one will be in your area. Then, one of our senior business advisors will contact you to answer your questions and ensure your company will benefit from one of our informative seminars.

We value privacy, and all information discussed will be kept completely confidential.

Is It Worth My Time? 

Absolutely. But if you're not convinced, listen to what a few of our attendees had to say about the exit planning workshop.

“As owner and operator of a small business, to set aside an entire day is difficult no matter what. If the seminar hadn’t been interesting enough, I probably would have left midway through. But it was a good use of my time whether I chose to go forward with the M&A or not.” 

– Warren Peck, former owner of aviation maintenance & repair company

“I would certainly recommend the Generational Equity seminar to other prospective sellers of their companies. It really brings into sharp focus all the issues that a person should be aware of when contemplating selling their company.” 

– Chris Ludwig, former owner of refrigerant processing company 

Sample Conference Agenda

Business Valuation

  • Building value vs. growing a business 
  • Value myths exposed - P/E ratios, multiples and book values alone mean less money for you 
  • Exit strategy and timing 
  • Presenting your financials properly 

Packaging Your Proposal

  • Seeing your business through the eyes of the buyer 
  • Explaining your company's past; documenting its future potential 
  • Creating your "document of value" 

The M&A Sales Process

  • 12 steps to take you from the start of the selling process to a successful close 
  • Common and costly pitfalls to avoid 

Computing the Value of Your Business

  • Demystifying M&A jargon - CAPM, discount rate, beta factor, terminal value and more 

Identifying and Accessing Buyers

  • How to identify and approach the right buyers 
  • Which buyers to avoid and why 
  • Why big companies buy small companies 
  • Even the odds when dealing with sophisticated buyers who purchase several businesses each year 
  • Why your most likely buyer may not be the best buyer 

Negotiating and Structuring the Deal

  • Negotiating mistakes to avoid 
  • How professionals may get the best price in the shortest time 
  • Managing multiple buyers to obtain the highest possible selling price 
  • Deal structures designed to give you more cash with less risk

Forms of Payment

  • Increasing your total purchase price through stock, royalties, license fees and consulting fees 
  • Making your business "pay you" even after you exit 
  • Important legal and tax considerations 
  • Protecting your lifestyle and estate needs 

Contact us for more information.

Fill out a contact form or call us at 972-232-1121 to learn more about attending one of our complementary M&A seminars.

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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
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
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
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
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
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 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.
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
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
Dear Chris and Andre, I just wanted to say thanks for all your help. Even though this process was not an easy one, it was comforting to know that I had a capable team standing beside me. You made me feel like we were almost your only client or at least the most important one. Thanks again, and I will recommend your service in the future.
Shenille Engelhart, Owner – CLS Technology
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
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
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.
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.
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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 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
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
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
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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