{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/generational-com","markdownUrl":"https://nowen.ai/agents/generational-com.md","jsonUrl":"https://nowen.ai/agents/generational-com.json","name":"Generational","website":"https://generational.com","location":"Dallas, Texas, United States","address":{"city":"Dallas","state":"Texas","country":"United States"},"industry":"M&A Advisory","deliveryModel":"services","marketCategories":{"primary":{"name":"Business Strategy Consulting","url":"https://nowen.ai/category/business-strategy-consulting"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-05T07:20:37.615Z","summary":"Generational advises privately held business owners on growth, business valuation, exit planning, and mergers and acquisitions.","description":"Generational is an advisory firm serving owners of privately held businesses. Its professionals provide guidance on business valuation, strategic growth, exit planning, and transactions, helping clients prepare for and navigate each stage of a business sale or ownership transition. The firm also offers educational resources and advice for business owners seeking to strengthen their companies and make informed decisions about their futures.","mission":"To help business owners define and discover the future they envision through thoughtful guidance, personalized strategies, and a deep understanding of their goals.","directory":{"industryName":"M&A Advisory","agentCount":3,"indexable":false,"hubUrl":"https://nowen.ai/industry/m-and-a-advisory"},"categoryDirectory":{"name":"Business Strategy Consulting","agentCount":74,"indexable":true,"url":"https://nowen.ai/category/business-strategy-consulting"},"aiReaderFamilies":["OpenAI","Perplexity","Meta","Amazon"],"boonFrontDoor":{"url":"https://boon.ai/agents/generational-com","label":"Apply to Generational's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"M&A Advisory","anchor":"product-m-and-a-advisory","type":"Service","url":"https://www.generational.com/services/ma-advisory/overview/","summary":"Helps business owners prepare for an exit, connect with suitable buyers, and pursue transaction outcomes aligned with their goals.","description":"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.","pricing":{},"features":[{"name":"End-to-end transaction guidance","value":"Navigate The M&A Process","valueDescription":"Receive guidance through the stages of an M&A transaction, including preparation, buyer outreach, negotiations, due diligence, and closing."},{"name":"Business valuation","value":"Understand Your Business Value","valueDescription":"Gain an estimated enterprise value range through financial and market analysis, and use it as a benchmark when comparing buyer offers."},{"name":"Targeted buyer analysis","value":"Identify Suitable Buyers","valueDescription":"Focus buyer outreach on researched prospects that fit your business and transaction objectives, with client approval of the buyer list."},{"name":"Customized exit planning","value":"Plan A Tailored Exit","valueDescription":"Develop an exit plan based on your business and goals, with guidance on preparing for a sale and considering its timing."},{"name":"Value enhancement planning","value":"Prepare To Enhance Value","valueDescription":"Identify areas to improve business value and prepare for an exit and the due diligence process."},{"name":"Strategic buyer marketing","value":"Market To Potential Buyers","valueDescription":"Present the business to a broad, relevant buyer audience and, where appropriate, create a limited auction tailored to the company."},{"name":"Buyer negotiations","value":"Negotiate Terms That Fit","valueDescription":"Receive experienced support negotiating transaction details in pursuit of terms that reflect your goals and objectives."},{"name":"Deal structure guidance","value":"Structure A Goal-Aligned Deal","valueDescription":"Consider transaction structures suited to your goals, including full sales and partial equity transactions that may let an owner retain a minority stake."},{"name":"Financial statement recasting","value":"Clarify Underlying Operating Performance","valueDescription":"Review adjusted historical financials that account for owner-related, nonrecurring, and discretionary expenses when assessing the business."},{"name":"Historical and projected financial analysis","value":"Assess Historical Results And Future Projections","valueDescription":"Consider historical performance alongside five-year projections, helping owners and buyers evaluate the business’s future financial outlook."},{"name":"Confidential marketing materials","value":"Protect Business Information","valueDescription":"Use prepared marketing materials and require potential buyers to sign a Non-Disclosure Agreement before receiving business information."},{"name":"Due diligence readiness","value":"Prepare For Due Diligence","valueDescription":"Get ready for buyer review by preparing for detailed questions and organizing accurate business documentation."},{"name":"Comparable transaction review","value":"Compare Relevant Market Transactions","valueDescription":"Use comparable transaction analysis to inform the valuation and gain insight into buyer priorities."},{"name":"Discounted cash flow analysis","value":"Evaluate Discounted Projected Cash Flows","valueDescription":"Assess projected cash flows through a discounted cash flow method as one input to the valuation."},{"name":"Cross-border buyer access","value":"Reach International Buyers","valueDescription":"Access expanded cross-border M&A opportunities and a broader range of global investment partners through the firm's strategic alliance."},{"name":"Market and industry review","value":"Factor In Market And Industry Trends","valueDescription":"Consider relevant market conditions and industry trends, including future growth in key end markets, as part of the valuation."},{"name":"Solvency and capital needs analysis","value":"Assess Solvency And Future Capital Needs","valueDescription":"Evaluate the capital required to support expansion and whether projected future earnings can meet those needs."},{"name":"SWOT and intangible asset analysis","value":"Identify Intangible Assets And Value Drivers","valueDescription":"Review strengths, weaknesses, opportunities, and threats to identify intangible assets and inform value-enhancement planning."}]},{"name":"Growth advisory","anchor":"product-growth-advisory","type":"Service","url":"https://www.generational.com/services/growth-consulting/overview/","summary":"Helps privately held companies accelerate growth, increase enterprise value, and prepare for an eventual exit with a tailored, actionable strategic plan.","description":"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.","pricing":{},"features":[{"name":"Strategic growth plan","value":"Set Priorities For Sustainable Growth","valueDescription":"A documented plan gives the company objectives, a long-term direction, and prioritized initiatives to guide its growth."},{"name":"Growth and value creation planning","value":"Accelerate Growth And Build Enterprise Value","valueDescription":"The plans focus on strengthening company performance and increasing enterprise value while preparing the business for future opportunities or an eventual exit."},{"name":"Company assessment","value":"Identify Strengths, Risks, And Growth Opportunities","valueDescription":"A broad assessment helps leadership understand the company's current position, competitive context, and factors that may affect future demand and growth."},{"name":"Leadership strategy workshop","value":"Align Leaders Around Shared Objectives","valueDescription":"The workshop brings stakeholders together to shape the plan, establish ownership, and create alignment around the company's strategic direction."},{"name":"Execution planning","value":"Turn Strategic Priorities Into Tracked Actions","valueDescription":"Timelines, review meetings, resource evaluation, and performance measures help the team put strategic initiatives into practice and monitor progress."},{"name":"Experienced growth advisory team","value":"Address Obstacles To Organizational Growth","valueDescription":"The team brings executive and consulting experience to help companies identify barriers to growth and work through them as part of the planning process."},{"name":"Leadership development plan","value":"Strengthen Management Capabilities","valueDescription":"Specific development steps help company management support and implement the strategic plan."}],"marketCategories":[{"name":"Business Strategy Consulting","url":"https://nowen.ai/category/business-strategy-consulting"}]},{"name":"Generational Exit Strategy Conference","anchor":"product-generational-exit-strategy-conference","type":"Service","url":"https://www.generational.com/executive-conferences/","summary":"Helps business owners prepare for growth and make informed decisions about when and how to sell for optimal value.","description":"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.","pricing":{},"features":[{"name":"Business valuation education","value":"Understand And Improve Business Value","valueDescription":"Attendees learn how buyers assess businesses and how value enhancement tactics can help uncover and strengthen company value."},{"name":"M&A sales process education","value":"Navigate The Sale Process With Knowledge","valueDescription":"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."},{"name":"Growth and exit planning","value":"Plan Growth And Choose Exit Timing","valueDescription":"Attendees gain strategies for growing a business and considerations for deciding whether and when to pursue an exit."},{"name":"Complimentary one-day conference","value":"Attend A Full-Day Event At No Cost","valueDescription":"Business owners can attend the one-day conference without a fee and receive concentrated education on growth and exit strategies."},{"name":"Buyer readiness guidance","value":"Prepare Your Business For Buyers","valueDescription":"Guidance on buyer perspectives and seller readiness helps owners prepare their business and understand how preparation can affect the closing table."},{"name":"Buyer identification and access","value":"Identify And Approach Suitable Buyers","valueDescription":"Guidance on buyer selection and outreach helps owners consider which potential buyers may best fit their business and transaction objectives."},{"name":"Negotiation and deal structuring education","value":"Prepare For Negotiations And Deal Structures","valueDescription":"Attendees learn about negotiation considerations, managing multiple buyers, and deal structures, as well as payment, legal, and tax topics relevant to an exit."},{"name":"Conference location search","value":"Find A Nearby Conference","valueDescription":"The conference locator helps owners search for events in their area, and an interest registration option is available when no upcoming conference matches."},{"name":"CPE credits","value":"Earn Five CPE Credits","valueDescription":"Eligible attendees can earn five CPE credits by attending the Executive Conference: Growth and Exit Strategies that Maximize Company and Deal Value."}]},{"name":"DealForce","anchor":"product-dealforce","type":"Platform","url":"https://generational.com","summary":"DealForce helps investors find middle-market opportunities and connect with qualified buyers through curated deal intelligence and a large buyer network.","description":"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.","pricing":{},"features":[{"name":"Buyer network access","value":"Connect With 42,000+ Registered Buyers","valueDescription":"Users can access a broad network of registered buyers across domestic and international markets when seeking connections for acquisition opportunities."},{"name":"Curated deal intelligence","value":"Identify Curated Investment Opportunities","valueDescription":"Curated deal intelligence helps investors identify middle-market investment opportunities more efficiently."},{"name":"Buyer qualification","value":"Qualify Potential Buyers","valueDescription":"Streamlined buyer qualification helps users identify qualified participants for acquisition opportunities."},{"name":"Deal matching","value":"Match Buyers With Opportunities","valueDescription":"The platform helps connect buyers with acquisition opportunities and is designed to make deal matching faster."},{"name":"Subscription-based access","value":"Access Opportunities By Subscription","valueDescription":"Subscription-based access gives users a way to access DealForce’s middle-market opportunities and deal intelligence."},{"name":"Buyer services access","value":"Access Additional Buyer Services","valueDescription":"Users can access increased buyer services through DealForce’s enhanced platform capabilities."},{"name":"Mobile opportunity access","value":"Browse Opportunities On Mobile","valueDescription":"Users can view the latest inventory of middle-market businesses on a mobile device."}]},{"name":"Generational Private Client Group","anchor":"product-generational-private-client-group","type":"Service","url":"https://www.generational.com/pcg/","summary":"Receive tailored, discreet M&A guidance and support to pursue an exit strategy that fits your goals and helps maximize business value.","description":"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.","pricing":{},"features":[{"name":"Confidential, tailored strategy","value":"Shape A Strategy Around Your Goals","valueDescription":"Start with a confidential conversation and receive a strategy tailored to your goals and industry."},{"name":"Dedicated M&A guidance","value":"Navigate Each Stage With Dedicated Guidance","valueDescription":"Work with a dedicated liaison and M&A team for guidance through the process, from early planning to a successful close."},{"name":"Proprietary M&A process","value":"Prepare And Protect Your Exit","valueDescription":"A process refined over hundreds of engagements provides structured support to protect and prepare clients as they move through each phase of an exit."},{"name":"Multi-industry buyer opportunities","value":"Reach Buyers Across Multiple Industries","valueDescription":"The team’s multi-industry approach can connect a business with buyers across sectors, helping maximize the chances of an optimal exit value."},{"name":"Full and partial exit options","value":"Choose A Transaction That Fits Your Goals","valueDescription":"Consider full-sale and partial-equity options with guidance on selecting a transaction suited to your objectives."},{"name":"Discreet, data-driven approach","value":"Make Informed Decisions With Discreet Guidance","valueDescription":"A discreet, data-driven approach brings precision and intelligence to each engagement while keeping the client’s goals at the center."}]},{"name":"Generational Alliance Network","anchor":"product-generational-alliance-network","type":"Service","url":"https://www.generational.com/alliance/","summary":"Helps advisors access growth and M&A services for clients while strengthening relationships and creating referral-based revenue opportunities.","description":"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.","pricing":{},"features":[{"name":"Growth and M&A service access","value":"Expand Your Advisory Services","valueDescription":"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."},{"name":"Client retention support","value":"Strengthen Client Loyalty","valueDescription":"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."},{"name":"Referral incentives","value":"Earn Referral Remuneration","valueDescription":"Receive potential remuneration for qualifying new client introductions and referrals at key intervals in the client lifecycle."},{"name":"Professional referral network","value":"Build Referral Opportunities","valueDescription":"Connect with a professional alliance network designed to create potential leads for approved member firms and support referrals between participants and Generational."},{"name":"Brand association","value":"Enhance Brand Credibility","valueDescription":"Associate your firm with Generational’s M&A advisory experience to support market awareness and add credibility to your brand."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://generational.com","text":"Generational"},{"url":"https://www.generational.com/services/ma-advisory/overview/","text":"M&A Advisory"},{"url":"https://www.generational.com/services/growth-consulting/overview/","text":"Growth advisory"},{"url":"https://www.generational.com/executive-conferences/","text":"Generational Exit Strategy Conference"},{"url":"https://www.generational.com/pcg/","text":"Generational Private Client Group"},{"url":"https://www.generational.com/alliance/","text":"Generational Alliance Network"}]}