The M&A Advisor Winner

Investment Banking
Firm of the Year 2016

Exit your business, reap the rewards

Exiting your business is one of the biggest decisions you will make in your life. Moving forward at the right time, under the right guidance, could also make it one of the greatest. Exit planning is all part of the M&A process but because this term is widely misunderstood, many people don’t understand exactly what’s involved.

If your business isn’t growing, it’s dying

Selling a business is a process not an event. In fact, there’s an art to putting the right strategy in place to see that you get the most out of your business. When you engage with professionals, it can be a relatively straightforward process and one of the most effective ways to ensure your business achieves its maximum value. Whether you’ve been in business for five years or fifty, there comes a time when every owner starts to think about moving on. Could now be the time for you to put an exit plan in place?

Exiting a business all starts with knowing what your company is worth. You know the value of your house and your car – why not your greatest asset?

Evaluation professionals will look at your business under the microscope, recast your financials and forecast your growth. Each of these has the potential to reveal hidden value and could contribute to its overall worth.

Are there areas of your business that could be improved? M&A professionals will identify any opportunities to increase value and, depending on whether you’re ready to exit today or in five years’ time, your next step will be to go to market.

At this point, the professionals draw up a comprehensive document that tells potential investors or buyers critical things they need to know about your business without revealing sensitive information until a potential buyer signs a non-disclosure agreement. Your company will be marketed to the widest possible market, including private equity firms, family offices, offshore buyers, corporate strategics, or individual investors.

Once your business begins to attract offers, negotiations can proceed, all the while keeping in mind your future needs and requirements. The importance of having a professional oversee the process is vital for a number of reasons but especially because sometimes the most obvious investor isn’t necessarily the right one.

When all parties are happy with an offer that’s been made, the crucial stage of deal structuring can begin. By this point the deal makers will have a full understanding of your professional and personal situation, which is why they’re able to broker the best deal for you. The process is always tailored to your business and industry; with the guidance you receive influenced by current market conditions and other external factors.

Exiting your company has an enormous learning curve, but with M&A professionals by your side, you’ll receive all the information and direction you need to move your business forward with confidence. Why not join us at one of our complimentary conferences and find out more? You’ll learn about each stage of the process in more detail, so that when you’re ready to exit you’ll be fully prepared. Whatever your goals, wherever your business is headed – it all starts with Generational Equity. We’ll get you there.

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Generational Equity has that Knowledge

Together, we’ll take your business further. Whatever your goals for the future… we’ll get you there.

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LIMITED AVAILABILITY

Our complimentary invitation only conferences will open your mind to the possibilities of financial growth and the different ways we can help you obtain it.

These no-obligation conferences provide business owners like you with priceless information that can be used when thinking of growing, valuing or even exiting your business. Attending our conference could end up being the best decision you've ever made.

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Selling a business - An education in achieving maximum value Find an executive conference near you

We regularly hold conferences across North America to keep up with demand. See when we’re next in your area.

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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
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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
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
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
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 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’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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 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 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 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 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.
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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 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
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 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