Insights & Info

Insights > "Without Our Generational Equity Dealmaker, the Deal Would Not Have Closed"

"Without Our Generational Equity Dealmaker, the Deal Would Not Have Closed"

By Generational Equity

Bobby Evans Jr.

One of the most pleasing aspects of my role with Generational Equity is that I get to produce our client testimonials. Not only is it a real pleasure to meet some of the most wonderful people I have ever encountered, I also get to hear just how fantastic our services are for owners of privately held companies.

Earlier this year I had the honor of meeting and interviewing Bobby Evans, Jr., one of the co-owners of Meal Tracker Dietary Software. Bobby’s story is not that unique from many of the stories our clients tell. For example:

  • Although our initial value was below his expectations he went to market anyway and the buyers validated our valuation assumptions.
  • This gave Bobby the impetus and knowledge he needed to enter our Hold and Grow Program and build the organization over time.
  • We valued his company several times over a four-year period.
  • In the end, we were able to eventually exceed his valuation expectations and marry his firm with an optimal buyer.

The reality is Bobby and his co-owners listened to their dealmaker over the years and trusted his experience and vision for the company. I can’t stress that heavily enough: If you hire a professional advisor, listen to them.

Again, Bobby’s story is not that unique, you can hear it in his own words:

The key first step in our proven process is attending a Generational Equity seminar. Spending a few hours with our M&A advisors will allow you to begin to formulate your exit plans, even if you have not considered doing so in the past.

And the great news is that the information you get to take with you will allow you to pursue an exit strategy even if you do not hire us as your advisors. We get some great feedback on our seminars:

If you would like to learn more and determine how our services, starting with our workshop, might benefit you, please contact me at 972-232-1125 or cdoerksen@generational.com. Use the following link to view our typical agenda and see how valuable the information can be.

And special thanks to Bobby Evans for sharing his story with us and thanks to his fabulous deal team led by Michael Goss.

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

© 2016 Generational Equity, LLC. All Rights Reserved.

Make an informed decision

The best decisions in life are informed decisions. We release educational business insights like this every week. Subscribe to make sure you don’t miss the latest news, views and analysis.

Success

Success, you have been added to our list.

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
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
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
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 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
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.
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
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
We thank you Eric and Generational Equity making our dream come true.
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
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.
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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 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.
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
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