An alliance with Generational provides you with all those services and so much more.

Through our Professional Alliance Program, you will work with Generational’s team of experienced professionals in delivering growth and exit plans your clients will greatly benefit from. You will also have the opportunity to expand the value of your business, deepening existing relationships, boosting client retention and growing your base through referrals and networking.

Providing your clients with the best direction for their future requires a comprehensive and thoughtful plan. One way to achieve this is to expand your menu of services to include such expertise as:

  • Business valuation
  • Strategic growth planning
  • Value enhancement
  • Exit planning, and
  • Mergers and Acquisitions advisory

Professional alliance program benefits

Improved client experience

Clients today, particularly business owners, expect a high level of service and commitment. With the Professional Alliance Program, you can address your clients’ specific goals and needs, and provide a higher quality client experience.

Increase client retention

Strengthen long-term loyalty by adding value to your existing relationships. Often times clients seek these services and by not offering them you risk losing their business.

Distinguish yourself from your peers

Offer more solutions and services for your clients while remaining focused on your core strengths.

Grow revenue with new client incentives

New client introductions and referrals earn remuneration fees at key intervals within the life cycle of the client.

Brand association

Generational is approaching over $9 Billion in wealth transferred to our clients and has been recognized as Investment Banking Firm of the Year and Valuation Firm of the Year. We help more business owners with business valuation and selling their business than any other firm in North America in the middle market. Aligning with Generational will increase market awareness and added credibility to your brand.

Professional Alliance Referral Network

This National referral network creates potential leads for its’ members. Upon approval, your firm will have the opportunity to join this growing network.

Your clients have spent years of hard work creating and building a business. There’s a lot riding on a successful exit. You have a unique opportunity to play a major role in that momentous event.

Our purpose and passion is to help clients create a legacy that will last for generations. Join us.

Find out more today

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Program options

There are a number of ways to participate in the Professional Alliance Program.

  • Center of Influence
  • Professional Alliance
  • Corporate Alliance
Center of
Professional Alliance Corporate
Interested in building a long-term strategic relationship
Program agreement with Generational
Earn payments, based on agreement, for all referrals that become clients
Generational covers the cost of services, administration, and program management
Complimentary M&A industry updates, white papers, and industry specific intel
A dedicated Generational account representative
Participation in the National Referral Network
(approval required)
Eligibility for Marketing Brand Alliance program

Partner with generational

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America.

With over 300 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.

The M&A Advisor named the company the 2016, 2017, 2018 and 2022 Investment Banking Firm of the Year and 2020 Valuation Firm of the Year.

Interested in our professional alliance program?

Find out more today

Enter your details and one of our advisors will be in touch

Thank you

Your details have been passed on to our team who will be in touch soon.

conference agenda