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Insights > From the Desk of Ryan Binkley, President & CEO of Generational Equity – September 2017

From the Desk of Ryan Binkley, President & CEO of Generational Equity – September 2017

By Generational Group

Ryan Binkley

Hello and welcome!

One question we often hear at our exit planning conferences is this: Why should I hire an M&A advisory firm to help me sell my company?

Our lead article this month provides you with some great information on the answer to that question. One of the key pieces of research on this topic provided by Axial (a leading service provider to the M&A industry) was this:

  • A 2016 study asked CEOs who had recently sold their businesses with the help of an investment banker whether their advisor added value. For a full 100% of respondents, the answer was yes, with 69% reporting a “significant” impact.
  • Eighty-four percent of the owners achieved a final sale price equal to or higher than the initial estimate provided by the advisor.

Based on input from our clients, I would say that this data is pretty accurate. In addition, not only do we help our clients achieve greater business valuations, having Generational Equity dealmakers involved also tends to speed the process up and better prepares the business for the transition to a new owner. But just don’t take my word for it, listen to some input from our clients:

Just as with these business owners, Generational Equity is always here to assist with your exit journey. Over the past several years no M&A advisory firm has helped more lower middle-market companies (companies with valuations up to $150 million) successfully exit their business than we have. This is based on Thomson Reuter’s research which you can see by following this link:

In addition to our rankings, we have also been recognized by The M&A Advisor, a leading M&A association, as the Investment Banking Firm of the Year in 2016, the Valuation Firm of the Year in 2014 and 2015 and the M&A Consulting firm of the Year in 2011 and 2013.  

Our skilled dealmakers are experienced in finding and negotiating with optimal buyers and we are ready to meet with you and discuss your specific opportunities.  

Because 2017 and 2018 are expected to see strong buyer interest in the lower middle-market, we are encouraging you to reach out to us if you are interested in attending an exit planning conference or if you prefer a face-to-face private meeting to discuss your options. We believe that it is vital for business owners to develop succession plans that will protect and defend the significant equity they have built into their businesses. And NOW is the time to begin the process.

So please call us at 972-232-1121 or send an email to info@generational.com if you would like to attend a conference in your area or if you are considering a meeting with us.

And feel free to subscribe to our corporate blog using this link:

Subscribing will allow you to stay up-to-date on the latest trends in M&A planning and provide timely research to give direction as you consider your exit timing and strategies.

Thank you for your time and I wish you all the best for the remainder of 2017!  

Ryan Binkley

President & CEO, Generational Equity

http://www.generational.com

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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.
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
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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.
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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 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
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
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
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 quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
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 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.
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
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.