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What A Generational Equity Transaction Can Do For You

By Generational Equity

Barkers Heating and Cooling

Have you ever considered what your life could look like after you sell your company? What are your dreams and goals? How would you spend your free time once you have some free time to spend (and ample financing to spend on it)?

These are important questions that business owners need to consider, yet sadly, far too few do.

To help you jumpstart your post sale thought process, I thought I would share a few stories from our clients who are now financially able to participate in the lifestyles that they could only dream about when they were busy running their companies 24/7.

Their names are Tommy Barker and Chris Ludwig, both of whom were extremely successful in operating their companies and had built thriving businesses from the ground up. What they lacked though was free time to pursue their hobbies and passions. Generational Equity was able to secure them great deals for their companies that both provided them this precious free time to spend on things they love as well as the financial capacity to do so.

Even though they had completely different companies in widely divergent industries, the crux of their stories are similar: our M&A process has given them the capital and time to pursue their hobbies and dreams. Here are some key concepts they both shared and have in common (use the links below to hear all their comments):

Tommy Barker“I used work on my cars on weekends and nights, now I can do it all the time. I have changed my thinking since I sold my business and now time is more valuable than money. I can pick what I want to do and if the phone rings I don’t worry about it. Right now we are just enjoying life and getting to do what we want to do.”

Chris Ludwig“Because of Generational Equity and the sale of my company I am able to spend much more time involved doing the things I enjoy doing. Generational Equity really transitioned us into the next stage of life after business. It was a great step they helped us make.”

The reality is that life is short and time passes so quickly. If you don’t have an exit strategy for your business in place and you have hobbies, dreams, and other passions that you can’t pursue because of a lack of time, then you definitely need to attend a Generational Equity M&A conference near you soon. While there you will learn a significant amount about how to effectively position your company for sale, how to find optimal buyers and how to structure a deal for your benefit.

So, what do you have to lose by attending? A few hours? Maybe a drive to get there? I know that for many the thought of being out of the office during the workweek is impossible to even fathom. However, keep this in mind: it is most likely that your largest single investment right now is in your business. Many of you have nearly 100% of your net worth tied up in your company. Isn’t it prudent to take a few hours away and learn as much as you can about exiting and ending up like Chris and Tommy, pursuing your dreams, hobbies, and, most importantly, enjoying peace of mind?

If your business keeps you up at night, then you really need to think about the long-term impact of not attending one of our executive conferences.

To learn more and to find out how you could become like Tommy and Chris, use the following links:

By Carl Doerksen, Director of Corporate Development at Generational Equity.

© 2017 Generational Equity, LLC. All Rights Reserved.

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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
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
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
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’s assistance was invaluable in compiling and marketing our business.
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.
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
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 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
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 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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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
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 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
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
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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