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Insights > From the Desk of Ryan Binkley, President of The Generational Group - Wealth Gap

From the Desk of Ryan Binkley, President of The Generational Group - Wealth Gap

By Generational Group

Ryan Binkley Generational Group

One of the real eye opening moments in our Executive Exit Planning Conferences is when we ask business owners what their “wealth gap” is.   Most often we get blank stares.   However, this is one of the most important calculations you could make not only for your business, but for you and your family’s financial future.

The wealth gap I am referring to is knowing how much your personal net worth is in relation to how much you will need to comfortably retire on or move on to the next phase in your life (travel, charity work, restoring vintage cars, or just buying that dream house on the beach). 

For most business owners that we meet with at our conferences, this is a very challenging calculation to make because of the one major unknown part of the equation:  The business enterprise value of the Company they own.  If you fall into this group, as many do, then one of the most important reasons you need to hire the Generational Group is that the first step in our industry leading process is a complete valuation of every client’s business

This key step allows you to accurately understand the value of your company as well as use the strategies we identify in our Roadmap for Enhancing Value to grow and improve its sale-ability and value. 

Our lead article in this month’s newsletter provides even more details on how to look at your wealth gap.   I hope you find it helpful.

And remember, the Generational Group is always here to assist with your specific exit plans.   Over the past several years no M&A advisory firm has closed more lower middle market companies (companies with valuations up to $150 million) than we have.   This is based on Thomson research which you can look at 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 dealmakers are skilled and experienced in finding and negotiating with optimal buyers and we are ready to meet with you and discuss your specific opportunities.  

Since 2017 is expected to have strong buyer demand in the lower middle market, we are encouraging you to reach out to us if you are interested in attending another exit planning conference or if you prefer a face-to-face 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.

So please call us at 972-232-1121 or send an email to:  info@generational.com if you would like information about 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 wishing you all the best for the rest of 2017.  

 

Ryan Binkley

President, Generational Group

www.generational.com

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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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
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 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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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 thank you Eric and Generational Equity making our dream come true.
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
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
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
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Robert Evans, President and CEO of Mealtracker Dietary Software
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Bil MacLeslie, CEO, ipHouse
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.
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.
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
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 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.