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How to Complete the Optimal Exit Strategy: Overcoming Obstacles

By Generational Equity

Optimal Exit Strategy

“Generational Equity did a really good job for me. They were the confessor, they were the psychologist - they just did everything. It’s a pretty up and down session. Like with anything, you need a plan and you need a roadmap.” – Mike Polarek, A Successful Sale: Overcoming Obstacles

Whether you drive to work or use public transportation, the daily commute often provides a short period of reflection for workers and business owners alike. For Dallas-based Mike Polarek, his return journey to Houston gave him over six hours of thinking time every week.

During one of these journeys, Mike realized just how long the road ahead was. For two decades, Mike devoted nearly all his time to growing his company, Paragon Packaging, and like many other successful business owners, he hadn’t given much thought to his own future destination.

It was only after attending one of Generational Equity’s executive conferences that Mike gained a better understanding of the M&A process and how to avoid the common pitfalls of planning an exit strategy. Thanks to the guidance of our M&A professionals, Mike gained the confidence and support he needed to sell his business to an optimal buyer.

“We chose to go to one of the conferences and eventually decided that it would be a good idea to sign up,” explained Mike. “The timing was right and it looked like a good opportunity.”

Our advisors at Generational Equity inform business owners on how to determine the value of a company and assist you in completing an exit strategy with a professional approach.  Our Managing Director of Mergers and Acquisitions, Tom Staszak, quickly found an interested buyer for Mike’s business. However, the road to selling a business isn’t always a smooth one and Mike quickly realised he would face obstacles during his experience.

“Here is where you suddenly realise how valuable time is”

“We were only 24 hours away from closing the deal. The money was ready to change hands then we had a significant event. It was no-one’s fault, but we had to call it off,” Mike stated. 

Despite this setback, we never gave up hope that this deal could be salvaged. There was never any intense pressure on Mike to get the deal done; Tom continued to advise and support him throughout any challenges to push negotiations forward and iron out any issues. Three weeks later, the deal was closed.

“You need somebody to hold your hand. The last 20 years I wasn’t buying or selling my company, we were trying to build our company, so you need a professional to guide you through that.” Mike stated, “I certainly couldn’t have done it by myself – Generational Equity helped me through one the pivotal points in my life.”

Mike isn’t the only business owner we have assisted in selling their company. Each with their own story, below our clients review how Generational Equity supported them through the M&A process and helped them close their deals with confidence.

Are You Ready for a New Destination?

As a business owner, you will have clocked many miles to build your company to where it is today. But, will you be ready for when the road starts to feel longer for you?

Before Mike attended one of our executive conferences, he had no idea how long the selling process could take, especially without a professional approach. By allowing time to plan his exit strategy with the guidance of one our key M&A advisors, the deal was neither rushed nor forced to a quick completion that was not optimal for Mike.

Whether you are looking to start your new journey, or just want to gain a better insight on how to plan for your future, attend one of our complimentary executive conferences. As a leading merger and acquisitions firm, our team at Generational Equity provides you with a comprehensive look into the M&A process, from company evaluation and growth strategies to negotiations and deal structuring.

In return for just a few hours of your time, you will receive the necessary information, support, and guidance to plan your optimal exit strategy.

Begin your journey today and find your nearest complimentary executive conference or contact one of our M&A advisors for more information.

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Success, you have been added to our list.

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