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Why Generational Equity Reviews Matter

By Generational Equity


One of the most gratifying experiences we have as a company is getting feedback from our clients after we close their transactions and they move on to the next phase of their lives. We use the feedback to improve our processes and enhance the services we provide.

But not only do we learn from their input, we also find that there is nothing quite as helpful to our clients as a business owner telling another business owner about the benefits of using our services when planning an exit event. The credibility of peer-to-peer input from experienced business owners speaking to other seasoned entrepreneurs is priceless.

For example, many of you will find theses Generational Equity reviews of interest:

Jay DinnisonWhat I learned from the seminar was eye opening and the information I got from the people with Generational Equity helped me to make a decision to go forward. Generational Equity was a perfect fit for us – the type of the company, the size of the company – and as it turned out, it (the Generational Equity process) went very well for us.

Robert Evans, Jr.I would recommend Generational Equity for their integrity, their work ethic – their communication to me was impeccable. Their professionalism was unbelievable. The marketing process they put in place from the developing the one-page teaser on the company to creating a 60-page, fully comprehensive offering memorandum was very, very detailed and professionally done. I can’t imagine going through the process without them.

Brad HennrichThe reason I would recommend Generational Equity and the process of getting them involved is that it really gives you a wide breadth of who is out there in the buying community. Generational Equity has a great deal of knowledge of how to put my information into a template that buyers understand and they are able to give you the support many of us don’t have to manage the process. They were able to get my opportunity in front of a wide group of buyers that would give us offers. The Generational Equity process gives you the right fit of buyers and offers.

Brad WhitlockOver the years I have had the opportunity to work with several Generational Equity dealmakers, and in every instance I have found that their professionals are high-quality, high-integrity individuals and I recommend them highly to a seller of a potential business. They would be very well served to engage Generational Equity for their advisors in an M&A transaction.

The common thread you see and hear from the folks above (and we have more Generational Equity reviews if you are interested) is integrity, professionalism, dedication, hard work, and knowledge. These are features that we look for when we hire associates, and it is a culture that we propagate on a daily basis with all our interactions with each other and our clients.

If you own a business and are considering an exit in the short or even long term, you really need to attend a Generational Equity exit planning conference where we cover a number of key topics including:

  • Methods of Business Valuations
  • How to Package your Proposal for Professional Buyers
  • The M&A Sales Process
  • Five Common Mistakes Business Owners Make When Exiting
  • Identifying and Accessing Optimal Buyers for your Business
  • Structuring and Negotiating Your Deal
  • The Various Forms of Payment You Should be Aware of

If these are topics that you know very little about and you ultimately recognize that eventually you will need to liquefy your largest asset, then you need to attend one of our exit planning conferences. We hold these throughout the country, and they are no-obligation and are complimentary. All we ask is that you bring you and your partners/spouse to the meeting ready to learn about a topic that is far too frequently completely ignored by business owners. To find out more call us at 972-232-1121 or visit our website and provide us your contact information so we can reach out to you.

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

© 2017 Generational Equity, LLC. All Rights Reserved.

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Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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.
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
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
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
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
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
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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 educated and informed us – so that we could be on the upside of a good decision (to sell).
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
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
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 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
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.
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
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 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 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 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
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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