Generational

Helps business owners prepare for an exit, connect with suitable buyers, and pursue transaction outcomes aligned with their goals.

Helps privately held companies accelerate growth, increase enterprise value, and prepare for an eventual exit with a tailored, actionable strategic plan.

Helps business owners prepare for growth and make informed decisions about when and how to sell for optimal value.

DealForce helps investors find middle-market opportunities and connect with qualified buyers through curated deal intelligence and a large buyer network.

Receive tailored, discreet M&A guidance and support to pursue an exit strategy that fits your goals and helps maximize business value.

Helps advisors access growth and M&A services for clients while strengthening relationships and creating referral-based revenue opportunities.

M&A Advisory

Generational provides customized M&A advisory for privately held business owners, guiding them through exit planning and each stage of a transaction. Services include business valuation, value enhancement planning, buyer analysis, marketing preparation, negotiations, deal structuring, and due diligence readiness. Business valuation analyzes financial performance, projections, comparable transactions, market and industry conditions, growth prospects, capital needs, and intangible assets. The process can include financial recasting, five-year pro forma financials, discounted cash flow analysis, and SWOT analysis to establish an enterprise value range. Advisors help clients evaluate full sales and partial equity transactions, identify suitable buyers, and pursue transaction terms aligned with their goals.

• Navigate The M&A Process
  Receive guidance through the stages of an M&A transaction, including preparation, buyer outreach, negotiations, due diligence, and closing.
• Understand Your Business Value
  Gain an estimated enterprise value range through financial and market analysis, and use it as a benchmark when comparing buyer offers.
• Identify Suitable Buyers
  Focus buyer outreach on researched prospects that fit your business and transaction objectives, with client approval of the buyer list.
• Plan A Tailored Exit
  Develop an exit plan based on your business and goals, with guidance on preparing for a sale and considering its timing.
• Prepare To Enhance Value
  Identify areas to improve business value and prepare for an exit and the due diligence process.
• Market To Potential Buyers
  Present the business to a broad, relevant buyer audience and, where appropriate, create a limited auction tailored to the company.
• Negotiate Terms That Fit
  Receive experienced support negotiating transaction details in pursuit of terms that reflect your goals and objectives.
• Structure A Goal-Aligned Deal
  Consider transaction structures suited to your goals, including full sales and partial equity transactions that may let an owner retain a minority stake.
• Clarify Underlying Operating Performance
  Review adjusted historical financials that account for owner-related, nonrecurring, and discretionary expenses when assessing the business.
• Assess Historical Results And Future Projections
  Consider historical performance alongside five-year projections, helping owners and buyers evaluate the business’s future financial outlook.
• Protect Business Information
  Use prepared marketing materials and require potential buyers to sign a Non-Disclosure Agreement before receiving business information.
• Prepare For Due Diligence
  Get ready for buyer review by preparing for detailed questions and organizing accurate business documentation.
• Compare Relevant Market Transactions
  Use comparable transaction analysis to inform the valuation and gain insight into buyer priorities.
• Evaluate Discounted Projected Cash Flows
  Assess projected cash flows through a discounted cash flow method as one input to the valuation.
• Reach International Buyers
  Access expanded cross-border M&A opportunities and a broader range of global investment partners through the firm's strategic alliance.
• Factor In Market And Industry Trends
  Consider relevant market conditions and industry trends, including future growth in key end markets, as part of the valuation.
• Assess Solvency And Future Capital Needs
  Evaluate the capital required to support expansion and whether projected future earnings can meet those needs.
• Identify Intangible Assets And Value Drivers
  Review strengths, weaknesses, opportunities, and threats to identify intangible assets and inform value-enhancement planning.

Growth advisory

Generational Growth Advisors help privately held companies develop and execute strategic growth and value-creation plans. The process includes a multi-day strategy workshop, company assessment, planning, and execution support. Former CEOs, C-suite executives, and management consultants work with leadership teams to identify obstacles, set objectives and milestones, prioritize strategic initiatives, and prepare practical steps for implementation. Plans are tailored to companies at different stages of development and can support growth, increased enterprise value, and preparation for an eventual exit.

Category: Business Strategy Consulting

• Set Priorities For Sustainable Growth
  A documented plan gives the company objectives, a long-term direction, and prioritized initiatives to guide its growth.
• Accelerate Growth And Build Enterprise Value
  The plans focus on strengthening company performance and increasing enterprise value while preparing the business for future opportunities or an eventual exit.
• Identify Strengths, Risks, And Growth Opportunities
  A broad assessment helps leadership understand the company's current position, competitive context, and factors that may affect future demand and growth.
• Align Leaders Around Shared Objectives
  The workshop brings stakeholders together to shape the plan, establish ownership, and create alignment around the company's strategic direction.
• Turn Strategic Priorities Into Tracked Actions
  Timelines, review meetings, resource evaluation, and performance measures help the team put strategic initiatives into practice and monitor progress.
• Address Obstacles To Organizational Growth
  The team brings executive and consulting experience to help companies identify barriers to growth and work through them as part of the planning process.
• Strengthen Management Capabilities
  Specific development steps help company management support and implement the strategic plan.

Generational Exit Strategy Conference

A complimentary, one-day educational event that helps business owners understand how to grow, prepare, and eventually sell their businesses. Sessions cover business valuation, value enhancement, buyer readiness, the M&A sales process, growth planning, identifying buyers, negotiations, deal structure, and exit timing. Attendees can use the conference locator to find an event near them or register interest in future events.

• Understand And Improve Business Value
  Attendees learn how buyers assess businesses and how value enhancement tactics can help uncover and strengthen company value.
• Navigate The Sale Process With Knowledge
  An overview of the selling process and common pitfalls gives owners a clearer understanding of the stages involved in preparing for and completing an exit.
• Plan Growth And Choose Exit Timing
  Attendees gain strategies for growing a business and considerations for deciding whether and when to pursue an exit.
• Attend A Full-Day Event At No Cost
  Business owners can attend the one-day conference without a fee and receive concentrated education on growth and exit strategies.
• Prepare Your Business For Buyers
  Guidance on buyer perspectives and seller readiness helps owners prepare their business and understand how preparation can affect the closing table.
• Identify And Approach Suitable Buyers
  Guidance on buyer selection and outreach helps owners consider which potential buyers may best fit their business and transaction objectives.
• Prepare For Negotiations And Deal Structures
  Attendees learn about negotiation considerations, managing multiple buyers, and deal structures, as well as payment, legal, and tax topics relevant to an exit.
• Find A Nearby Conference
  The conference locator helps owners search for events in their area, and an interest registration option is available when no upcoming conference matches.
• Earn Five CPE Credits
  Eligible attendees can earn five CPE credits by attending the Executive Conference: Growth and Exit Strategies that Maximize Company and Deal Value.

DealForce

DealForce is a digital M&A platform that provides subscription-based access to curated middle-market investment opportunities and deal intelligence. It serves private equity firms, strategic acquirers, family offices, and investors, helping them identify opportunities and connect with qualified buyers. The platform supports buyer qualification and deal matching, and its network includes more than 42,000 registered domestic and international buyers.

• Connect With 42,000+ Registered Buyers
  Users can access a broad network of registered buyers across domestic and international markets when seeking connections for acquisition opportunities.
• Identify Curated Investment Opportunities
  Curated deal intelligence helps investors identify middle-market investment opportunities more efficiently.
• Qualify Potential Buyers
  Streamlined buyer qualification helps users identify qualified participants for acquisition opportunities.
• Match Buyers With Opportunities
  The platform helps connect buyers with acquisition opportunities and is designed to make deal matching faster.
• Access Opportunities By Subscription
  Subscription-based access gives users a way to access DealForce’s middle-market opportunities and deal intelligence.
• Access Additional Buyer Services
  Users can access increased buyer services through DealForce’s enhanced platform capabilities.
• Browse Opportunities On Mobile
  Users can view the latest inventory of middle-market businesses on a mobile device.

Generational Private Client Group

Generational Private Client Group provides dedicated, highly personalized M&A advisory services for business owners, including those facing larger businesses or more complex situations. Engagements begin with a confidential conversation and a strategy tailored to the client’s goals and industry. A dedicated liaison draws on Generational’s capabilities to guide clients through exit planning, transaction options, and each phase of the M&A process, with a focus on protecting their interests and maximizing outcomes.

• Shape A Strategy Around Your Goals
  Start with a confidential conversation and receive a strategy tailored to your goals and industry.
• Navigate Each Stage With Dedicated Guidance
  Work with a dedicated liaison and M&A team for guidance through the process, from early planning to a successful close.
• Prepare And Protect Your Exit
  A process refined over hundreds of engagements provides structured support to protect and prepare clients as they move through each phase of an exit.
• Reach Buyers Across Multiple Industries
  The team’s multi-industry approach can connect a business with buyers across sectors, helping maximize the chances of an optimal exit value.
• Choose A Transaction That Fits Your Goals
  Consider full-sale and partial-equity options with guidance on selecting a transaction suited to your objectives.
• Make Informed Decisions With Discreet Guidance
  A discreet, data-driven approach brings precision and intelligence to each engagement while keeping the client’s goals at the center.

Generational Alliance Network

A referral and networking program for professional advisors whose clients have M&A or business growth goals. Approved participants can extend their services through Generational’s business valuation, strategic growth planning, value enhancement, exit planning, M&A advisory, and digital solutions. The program offers a referral process that can create potential leads, and qualifying client introductions may earn remuneration at key intervals. Generational also positions the alliance as a way for advisors to strengthen client relationships and associate their brands with its M&A advisory experience.

• Expand Your Advisory Services
  Offer clients access to Generational’s advisory capabilities for business growth, valuation, value enhancement, exit planning, and M&A, helping address their specific growth and transaction goals.
• Strengthen Client Loyalty
  Add M&A and growth advisory capabilities to existing client relationships, helping advisors provide a higher level of service when clients’ needs extend beyond their current offerings.
• Earn Referral Remuneration
  Receive potential remuneration for qualifying new client introductions and referrals at key intervals in the client lifecycle.
• Build Referral Opportunities
  Connect with a professional alliance network designed to create potential leads for approved member firms and support referrals between participants and Generational.
• Enhance Brand Credibility
  Associate your firm with Generational’s M&A advisory experience to support market awareness and add credibility to your brand.