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Generational Equity Executive Conferences Offer Valuable Insight on Exit Planning and Selling a Business

By Generational Equity

Conference

Would a company really offer complimentary professional advice on how to sell a business for maximum value? Our team at Generational Equity, one of the nation’s leading mergers and acquisitions advisors, has been presenting executive conferences on exit planning and selling privately held businesses in North America for over a decade.

Why do we do this? Research shows that over the next 15 years, the U.S. is going to experience the largest wealth transfer in history as baby boomer business owners reach retirement age in record numbers. Unfortunately, most business owners are not prepared for this and our executive conferences provide valuable information to enable them to develop strategies that help them maximize their exit.

“Our conferences are purely educational and a game changer for most entrepreneurs. The feedback we get from business owners is overwhelmingly positive, and for many it is a catalyst for change in their decision making, both personally and professionally,” says Terry Johnson, Generational Equity’s Chief Revenue and Strategy Officer.

Dave Kerr of Kerr Consulting attended two of the conferences. “It’s not a sales pitch,” said Kerr. “It’s, ‘Here’s the process. Here’s the things you need to consider as a business owner if you’re going to take your company to market.’ That was what I was really impressed by.”

The conferences, which only take a few short hours of your time, discuss the wide range of issues that should be considered when obtaining maximum value for a business including: business valuation techniques, strategies for building a buyer ready business, the M&A process, common mistakes to avoid, how to identify and access potential buyers, different strategies for structuring a deal, as well as various forms of payment.

“Most entrepreneurs are focused on their business and are often not prepared with a well- planned exit strategy,” says Johnson. “Our conferences are led by experienced M&A advisors, many of whom have been successful entrepreneurs themselves, and give attendees a detailed breakdown of the complete M&A process. When the day is finished, attendees leave with a wealth of knowledge that will allow them to make a prudent decision as they plan for this critical monetizing event.”

Tommy Barker, who sold his business with the help of Generational Equity, also said the conference was helpful in the process. “I would say go to the conference, definitely. It’d be your number one step. Then you can make other decisions after that.” After working with Generational Equity to sell his business, Barker is enjoying life restoring vintage cars. “I can pick what I want to do and if the phone rings, I don’t worry,” he said. “Right now, time is more valuable than money.”

Please click here if you are interested in finding a conference in your area or contact us if you have any questions.

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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 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 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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
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
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 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 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
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.
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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.
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
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
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