Strategic Alliances

The companies and organizations listed below are important strategic alliances which we value greatly. Each one is a recognized leader in their area of expertise and we are truly honored to be associated with them. We appreciate all that these firms do to make us better and more effective, as we strive to serve our clients with excellence and help them achieve their personal goals.

Nicklaus Companies

For over 50 years, Nicklaus Companies have been enhancing the golf experience and delivering quality branded products and services on a global scale. The Nicklaus Companies businesses include golf-course design, the development of golf and real estate communities, and the marketing and licensing of lifestyle products worldwide under the iconic Jack Nicklaus and Golden Bear brands.


In 2021, Generational Group formed a unique corporate alliance with Jack Nicklaus. Generational is now Nicklaus Companies’ investment banking partner for helping business owners plan strategic growth, enterprise valuation, exit strategies, and multi-generational planning. As brand ambassador, Jack endorses Generational Group’s client approach and commitment to helping business owners achieve their life goals. “The Generational Group is family-owned, like-minded, and we share many of the same core values in both life and business,” Jack Nicklaus. “We could not be more excited to be working with Jack and the Nicklaus company,” Ryan Binkley, President and CEO of Generational Group.

Vistage Worldwide

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business leaders. For over 60 years, Vistage has provided the most effective approach to help achieve better results, grow your company faster and maximize your impact as a leader.


Generational Group’s alliance with Vistage provides members with access to professional growth and exit planning advice. Generational Group offers educational summits for Vistage members that teach the importance of having a plan and being prepared for growing a business and exiting the market. Generational also co-hosts several webinars for the Vistage Deal Network. In early 2023, Generational will be a sponsor of Vistage Chair World - an annual gathering of Vistage Chairs from around the world.

Harvard Business School

Established in 1908, Harvard is one of the most prestigious and exclusive educational institutions in the world. HBS is consistently ranked among the top business schools in the world by reputable publications such as Fortune, Forbes, and The Economist. The school offers a robust MBA program, management-related doctoral programs, and numerous executive education programs.


Generational is proud to contribute to the Entrepreneurship Through Acquisition (ETA) class at the Harvard Business School. The intensely practical course, led by professors Rick Ruback and Royce Yudkoff, is a comprehensive curriculum for students learning how to search for and acquire a privately held business. Students have access to over 100 case studies of M&A transactions closed by Generational in the last 12 months which include business, operations, financial, and deal metrics. Each Spring semester, a Generational Executive speaks to the class about how to effectively work with intermediaries, generate maximum deal flow, and give tips for negotiating with sellers.

CIBC

CIBC U.S. provides tailored commercial and personal financial solutions and cross-border banking services to clients with North American operations. CIBC strives to build trusting and long-lasting relationships with their clients and has been recognized as one of the strongest banks in North America by Bloomberg Markets.


CIBC and Generational Group are aligning together in financial services and marketing collaboration. A reciprocal relationship, CIBC will provide Generational clients, where applicable, with financial solutions and each firm will market the alliance through event participation and communication pieces. CIBC brings best-in-class industry practices that ensure all transactions are secure and supported.

NASBA

Since 1908, the National Association of State Boards of Accountancy has served as a forum for the nation’s 55 State Boards of Accountancy. Each State Board administers the Uniform CPA Examination, license over 650,000 Certified Public Accountants and regulate the practice of public accountancy in the United States.


NASBA is dedicated to educating accountants and other professionals. Beginning in mid-October 2022, those looking to continue their education and gain CPE credit can receive accreditation by attending a Generational Conference.

Refinitiv

Serving more than 40,000 institutions in approximately 190 countries, Refinitiv provides information, insights, and technology to drive innovation and performance in global financial markets.


Each year, from around the world, M&A advisors and investment banks like Generational contribute closed deal data to Refinitiv. Their M&A tracking software database produces M&A league tables using various criteria to provide a thorough review. Their reports are renowned as a leading source of M&A transactional data. At Generational, we often use Refinitiv’s data to gauge and measure our success.

Association of Corporate Growth (ACG)

Founded in 1954, ACG has over 57 chapters across North America and Europe that is comprised of over 100,000 middle-market professionals who invest, own, and advise growing companies. ACG delivers on its mission to drive middle market growth by connecting these professionals through events, media, membership, certification programs, and strategic partnerships.


Each year, ACG chapters host events all over the country. Generational participates by sponsoring and exhibiting at these events which exposes our clients to a vast network of buyers. Members and non-members from a range of industries come together for ACG’s largest annual event: The Intergrowth Conference. Generational Group attends for two reasons: 1) to represent their clients and 2) adding to their buyer portfolio.

Exit Planning Institute (EPI)

EPI was founded in 2005 to serve educational and resource needs of financial planners and wealth managers. EPI offers the Certified Exit Planning Program (CEPA) which is the most widely accepted and endorsed professional exit planning program in the world.


Generational Group’s membership with the Exit Planning Institute provides our advisors continuing education and professional development with updated industry information regarding exit planning and valuation strategy. A number of Generational advisors are CEPA certified.

The M&A Advisor

For over 22 years M&A Advisor has published insights and intelligence on mergers and acquisitions while establishing the world's premier organization of M&A, Turnaround and Finance professionals. Today, the organization recognizes excellence, honors achievement, and facilitates connections among the world’s leading dealmaking professionals.


The M&A Advisor is the preeminent organization for mergers and acquisitions. Generational Group participates in M&A Advisor’s symposiums where participants, high-caliber international deal makers, and distinguished faculty members come together to exchange ideas, network, and accomplish business. Notably, Generational has received numerous M&A Advisor awards.

Alliance of Merger & Acquisition Advisors (AM&AA)

AM&AA has been bringing CPAs, attorneys, and other experienced corporate financial advisors together since 1998. Alliance Members represent corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value.


Generational Group’s membership with AM&AA grants us access to their regional and national meetings. Not only does Generational exhibit at and sponsor these meetings, they also increase Generational’s reach to a large spectrum of buyers from across the nation to find the best fit for our clients.

Hargrove Firm

Hargrove Firm is a standard bearer in the practice of estate planning law. Hargrove Firm’s team of estate planning attorneys is committed to leading legal service innovation in the years ahead and they utilize new technologies to achieve ever-increasing levels of service.


The synergetic partnership provides Generational Wealth Advisor clients with detailed tax analysis and recommendations related to the potential sale of their businesses and the impact on their personal finances. Areas addressed through this tax analysis include state and federal income tax consequences for a sale, the use of tax reduction vehicles such as an asset protected trust and the role of a charitable trust prior to a sale.

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
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.
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.
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
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
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
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 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
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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 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
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 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 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 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.
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 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 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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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 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 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
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
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
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