Generational Equity Client Reviews

Bob & Cheryl Finnie Rediscovering Spontaneity

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How generational equity helped bob & cheryl finnie sell their business

In the process of building their business, Bob and Cheryl Finnie realized that something had gone missing from their lives – spontaneity. The demands of running a company meant they couldn’t simply do things when it suited them. When they reached out to Generational Equity, our professional M&A advisors supported them throughout the course of exiting their business; guiding them towards the optimal value that would give them the freedom to be spontaneous.

From recasting their company’s financials to always being available to answer questions, Bob and Cheryl were thankful for the guidance of our team of advisors throughout the journey to secure their successful business sale. If you are seeking the freedom that comes with exiting your business, or are simply curious about where to take your business next, speak to our Senior Business Advisors to learn what Generational Equity can do for you.

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The fact you’ve got an advisor there that’s willing to hold your hand and help you through the process is very, very important.

Learn more at a complimentary executive conference

For Bob & Cheryl, it all started by attending our complimentary executive conference. He was able to gain valuable knowledge and insight into the M&A process. If you are a business owner thinking about exiting now or in the future, view our conference agenda to learn what you could gain by attending.

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

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

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, business brokers or other organization 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 want to know how to sell a business, or how to value a company, don't settle for any less than our award-winning M&A professionals.

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
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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 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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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
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
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
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 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
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 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
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.
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
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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.
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
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