Generational Equity Client Reviews

Experience To Lead Working With Leaders In M&A

When Dick Richardson decided it was time to exit his business for the highest value, the experienced team at Generational helped him achieve an optimal exit, opening the gateway to a more well-rounded life for him and his family.

Mainstreet Computers When Hard Work Pays Off

After nearly 40 years of building his business into an industry leader, David Carnahan wanted to make sure he received a fitting return for his hard work. Discover how Generational Equity helped him find and connect with an ideal buyer, ensuring his efforts were well-rewarded.

One Source Communications A wake-up call

Following a personal tragedy, business owner Mike Aman found himself evaluating the things that really mattered most to him. Realizing that it was time to spend more time with his family, Generational Equity helped him to sell his business for the optimal price and secure a lasting legacy.

Polymer Solutions FROM RESPONSIBILITY TO FREEDOM

After 31 years of being financially responsible for their company and their employees, Jim & Cynthia Rancourt were ready to find a buyer that would protect their team going forward. With Generational Equity’s support, they found the ideal buyer, providing the security and the freedom they were searching for.

Body Spa Partnering for Growth

Even though Debbie Ritchey felt a close affiliation with her business, she knew that in order for the company to grow and reach the next level, she needed capital. Generational Equity was able to find the perfect buyer for her and now she will participate in the expansion of the business throughout the nation with a new equity fund partner. Listen to her story and discover how we can help you find an optimal buyer for your business.

Pacific Plastics Right Place, Right Time

For Jae English, there is nowhere he’d rather call home than Southern California. Generational Equity guided the sale of his company, so he can now enjoy his retirement in his ideal location.

Paragon Packaging A road less traveled

Having endured an exhausting commute for 20 years, business owner Mike Polarek seized the opportunity to start living his life without his business. The road to selling his company wasn’t always smooth, but with Generational Equity’s guidance, Mike was able to secure a deal he deserved.

Designer Sign Systems Living in the moment

When Kathy Zerwas decided the time was right to exit her company, Generational Equity helped her achieve a great result and create a world of opportunities moving forward. Now Kathy is living in the moment and enjoying a fulfilling life beyond her business.

Kerr Consulting Growing the business

When Dave Kerr asked Generational Equity to help him with the partial sale of his consulting business, we found him the perfect partner to grow his company; ready to sell a few years down the line.

American Track Generations Exploring a new path

Bill Bush longed to spend more time with his three grandchildren and get back to his favorite hobby. With the help of Generational Equity’s advisors, we found the right buyer for Bill’s company so he could start doing the things that mattered most.

Meal Tracker Dietary Software From Buffalo to Belize

Bobby and his wife Stacy shared a love for the Caribbean. Through the successful sale of Bobby’s software business, Generational Equity was able to help them to achieve the freedom to travel to Belize and beyond whenever they wish.

Pure Chem Separation Finding more time

Chris Ludwig's business was his life for many years, but over time his priorities began to change. Generational Equity guided Chris on the optimal time to take his company to market so he could start thinking about his life after business.

Barker's Heating & Cooling Making the most of life

For business owner Tommy Barker, time used to mean money. As the years passed, he soon realized his time is much more valuable. Having sold his business with Generational Equity, Tommy can now indulge in his passion of restoring vintage muscle cars and do whatever he wants, whenever he likes.

Carbonic Systems Rediscovering spontaneity

The demands of running their business meant owners Bob and Cheryl Finnie never had the freedom to indulge their passions or try something new. Through Generational Equity’s support, they were able to successfully exit their business and reinvigorate their spontaneity.

Dorian Business Systems Enjoying life after business

Once their business had grown to a certain level, Michael and Rebecca Baker realized the time was right to take the next step. With Generational Equity’s experienced advisors holding their hand through the exit process, they now have the time to take a breather and reap the rewards of life after business.

Corebrand LLC Time on My Side

Having successfully led his company for over 40 years, Jim Gregory wanted to take back time for his other passions. With Generational Equity by his side through the entire exit process, Jim now has time for himself once again.

Experience To Lead Working With Leaders In M&A
Mainstreet Computers When Hard Work Pays Off
One Source Communications A wake-up call
Polymer Solutions FROM RESPONSIBILITY TO FREEDOM
Body Spa Partnering for Growth
Pacific Plastics Right Place, Right Time
Paragon Packaging A road less traveled
Designer Sign Systems Living in the moment
Kerr Consulting Growing the business
American Track Generations Exploring a new path
Meal Tracker Dietary Software From Buffalo to Belize
Pure Chem Separation Finding more time
Barker's Heating & Cooling Making the most of life
Carbonic Systems Rediscovering spontaneity
Dorian Business Systems Enjoying life after business
Corebrand LLC Time on My Side

When it comes time to sell your company, you're going to need an accurate market valuation that helps you achieve the optimal deal structure. At Generational, that is what we do for each and every client. Our highly experienced M&A advisors help owners like you create an exit strategy that’s right for your future, so that you can live the life you dreamed.

We invite you to speak with one of our Senior Business Advisors if you are currently considering an exit strategy or you simply want to discover more about the Generational process.

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We are leaders in M&A Over 50 awards and counting

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022
Thomson Reuters award
Inc 500 award

4-time winner of Investment Banking Firm of the Year

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022

4-time winner of Investment Banking Firm of the Year

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards

Generational Equity has closed more deals in the middle market than any M&A firm in the past decade. Coupled with our numerous awards from trusted authorities like The M&A Advisor and Inc. 500, we are firmly established as leaders in our industry.

If you are ready to grow or sell your business, or want to learn how to value your company, our award-winning M&A professional team is here to help. Contact us today.

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
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.
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 take this opportunity to thank you for all that you have done for us. Not only did you take care of all the aspects of the sale but took extra care to make sure we knew what it looked like every step of the way. I will definitely recommend your company to anyone that is in a position to or looking to exit their business.
Shane and Johanna Kline, Owners of Vision Upfitters
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 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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
I decided to attend the conference and hopefully receive some guidance on how to structure an exit plan of my business. Upon arriving at the conference, I was so impressed with the presentation given by Generational Equity that I set a future appointment that week to discuss the possibility of selling my business with their Senior Managing Director David Robinson.
JoAnn Ellis, Owner of Fondren 5 Star Kennels
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 professionals at Generational Equity then helped develop a roadmap for enhancing the value of the firm and an evaluation report. This was completed by June 14, 2021. We then developed the Confidential Information Memorandum and put Taylor Studios, Inc. on the market by July.
Generational Equity’s professional staff helped me every step of the way. Their network and professionals are the only reason I sold my company this quickly. For me this is a once in a lifetime sale and I was unfamiliar with the process. I was able to lean on them with questions and concerns.
Betty L. Brennan, President, Taylor Studios
We had the pleasure of working with Mr. Ahmad Behjati Managing Director, M&A, for Generational Equity during our acquisition of Papa's Dodge in late 2021. Generational Equity and Mr. Behjati represented and marketed Papa’s Dodge. As our primary contact, Mr. Behjati was professional in every facet of this acquisition process, conveying valuable advice most times and assisting us in every step of the process.
Rick Greene of Dobbs Equity Partners LLC
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
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.
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
After attending a conference with GE, I decided that the value they bring would be worth the expense and as soon as I started working with them, I realized that was the right decision. When we started to get LOIs, Fred Zweifel took the lead on the communication and supported negotiations throughout the process, which got tricky as we moved forward. I learned that it can be common for companies to make a great offer then work to erode that price with their discoveries, but Fred and the GE team kept that from happening.
Caroline Connelly, CEO, OptoTest
Through the sale process, Generational brought in several interested buyers and we closed in about 6 months. I am so glad I accepted that invitation to the conference and could not be happier with the whole process. The team at Generational coupled with their knowledge and guidance was so valuable that in the end, I know I could never have done this on my own!
JoAnn Ellis, Owner of Fondren 5 Star Kennels
We were represented by Michael Goss with Generational. The due diligence was grueling and exhausting, but Michael propped us up and kept us motivated throughout the process. Debi and I continued to ask each other how we could possibly make it through this process without the assistance of Michael. Michael's professionalism and knowledge is absolutely amazing, and we are so blessed to have had him by our side as we made our future dreams come true.
Bob and Debi Lee, Owners of BL Technology, Inc and BL Tl Services, LLC
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
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.
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
The most important contribution I think Ahmad made was with his personality and work ethic. He is sincere, efficient, and very hard working. He was available to me at all times, whether it was for specific detail of the negotiation or just to talk through the bigger picture. He listened, advised, and recommended, but never forced his idea or opinions. In the time we worked together, he became a valued colleague and also a friend.
Salvo Stoch, Founder and CEO of Sleeping Partners
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.
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
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
Thanks to you, the entire GE team and especially Michael Goss for driving a great valuation, coaching me and driving the process across the finish line. Please let me know if there is anything I can do to support GE going forward. P.S. Given my experience with GE I felt comfortable enough to sign up with Generation Wealth Advisors!
Tom Currier, Former President & CEO, Rackmount Solutions
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.