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Why you need to use M&A Professionals

By Generational Equity

M&A Professionals

The process of selling a business is a team sport, and as a business owner you need the right people alongside you on the field to help you achieve your financial goals. This goes beyond just the support of your management team; it extends to the advisors that you choose to bring on board and guide you through the process. In order to prepare and position your business for achieving an optimal deal, it’s imperative to have the right team around you. This will involve input from a number of M&A professionals, all of whom bring unique expertise when it comes to achieving the best outcome for you and your business.

Valuations Team

The number one question you’ll have to answer before taking your company to market is ‘what is my business worth?’. It’s the job of your evaluation team to ask the right questions in order to analyze your business’s current worth and uncover its hidden value. By the end of this process you’ll have an understanding of how much your company is worth and can begin deciding how you wish to proceed.

Exit Strategy Advisors

Whether or not you choose to take your business to market immediately, an exit strategy team will help you to assess your current situation and plan your next move. Our team will provide you with a complimentary Roadmap to Enhancing Value which identifies a number of opportunity areas within your business, helping to drive your company forward and ultimately increase its value. The Roadmap includes two free updates, meaning that whenever you decide to go to market, your business will be in a relevant and favorable position.

Deal Team

Your deal team are responsible for distributing the marketing documentation associated with your business. They will ensure that your investment opportunities are made known to the widest possible market of potential entities ranging from private equities to offshore buyers; all with the intention of creating a limited auction for your company.

When you begin to attract offers, the deal team will be able to ascertain those who have a genuine interest in progressing the deal from those who are unlikely to result in a sincere offer. The deal team will then negotiate on your behalf, assisting in the completion of all paperwork to make sure your business sells to the right buyer, at the right price.

Our team of over 200 M&A professionals have decades of experience guiding clients at every stage of the M&A process. If you would like to learn more, sign up to one of our complimentary business workshops.

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Success

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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
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’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.
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
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 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 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.
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
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 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
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
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.
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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 educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates