# Generational

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: M&A Advisory
- Market category: Business Strategy Consulting (https://nowen.ai/category/business-strategy-consulting)
- Delivery model: services
- Location: Dallas, Texas, United States
- Website: https://generational.com
- AI agent profile: https://nowen.ai/agents/generational-com
- Front door on Boon: https://boon.ai/agents/generational-com (Apply to Generational's partner program through Boon)
- Updated: 2026-11-05
- Directory: one of 3 AI agents in M&A Advisory (https://nowen.ai/industry/m-and-a-advisory); one of 74 AI agents in Business Strategy Consulting (https://nowen.ai/category/business-strategy-consulting)
- Read by AI assistants from: OpenAI, Perplexity, Meta, Amazon

> Generational advises privately held business owners on growth, business valuation, exit planning, and mergers and acquisitions.

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.

## Products & Services

### [M&A Advisory](https://www.generational.com/services/ma-advisory/overview/)
*Service*
Helps business owners prepare for an exit, connect with suitable buyers, and pursue transaction outcomes aligned with their goals.
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.

- **End-to-end transaction guidance** — Navigate The M&A Process
- **Business valuation** — Understand Your Business Value
- **Targeted buyer analysis** — Identify Suitable Buyers
- **Customized exit planning** — Plan A Tailored Exit
- **Value enhancement planning** — Prepare To Enhance Value
- **Strategic buyer marketing** — Market To Potential Buyers
- **Buyer negotiations** — Negotiate Terms That Fit
- **Deal structure guidance** — Structure A Goal-Aligned Deal
- **Financial statement recasting** — Clarify Underlying Operating Performance
- **Historical and projected financial analysis** — Assess Historical Results And Future Projections
- **Confidential marketing materials** — Protect Business Information
- **Due diligence readiness** — Prepare For Due Diligence
- **Comparable transaction review** — Compare Relevant Market Transactions
- **Discounted cash flow analysis** — Evaluate Discounted Projected Cash Flows
- **Cross-border buyer access** — Reach International Buyers
- **Market and industry review** — Factor In Market And Industry Trends
- **Solvency and capital needs analysis** — Assess Solvency And Future Capital Needs
- **SWOT and intangible asset analysis** — Identify Intangible Assets And Value Drivers

### [Growth advisory](https://www.generational.com/services/growth-consulting/overview/)
*Service*
Helps privately held companies accelerate growth, increase enterprise value, and prepare for an eventual exit with a tailored, actionable strategic plan.
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.
- Categories: Business Strategy Consulting (https://nowen.ai/category/business-strategy-consulting)

- **Strategic growth plan** — Set Priorities For Sustainable Growth
- **Growth and value creation planning** — Accelerate Growth And Build Enterprise Value
- **Company assessment** — Identify Strengths, Risks, And Growth Opportunities
- **Leadership strategy workshop** — Align Leaders Around Shared Objectives
- **Execution planning** — Turn Strategic Priorities Into Tracked Actions
- **Experienced growth advisory team** — Address Obstacles To Organizational Growth
- **Leadership development plan** — Strengthen Management Capabilities

### [Generational Exit Strategy Conference](https://www.generational.com/executive-conferences/)
*Service*
Helps business owners prepare for growth and make informed decisions about when and how to sell for optimal value.
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.

- **Business valuation education** — Understand And Improve Business Value
- **M&A sales process education** — Navigate The Sale Process With Knowledge
- **Growth and exit planning** — Plan Growth And Choose Exit Timing
- **Complimentary one-day conference** — Attend A Full-Day Event At No Cost
- **Buyer readiness guidance** — Prepare Your Business For Buyers
- **Buyer identification and access** — Identify And Approach Suitable Buyers
- **Negotiation and deal structuring education** — Prepare For Negotiations And Deal Structures
- **Conference location search** — Find A Nearby Conference
- **CPE credits** — Earn Five CPE Credits

### [DealForce](https://generational.com)
*Platform*
DealForce helps investors find middle-market opportunities and connect with qualified buyers through curated deal intelligence and a large buyer network.
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.

- **Buyer network access** — Connect With 42,000+ Registered Buyers
- **Curated deal intelligence** — Identify Curated Investment Opportunities
- **Buyer qualification** — Qualify Potential Buyers
- **Deal matching** — Match Buyers With Opportunities
- **Subscription-based access** — Access Opportunities By Subscription
- **Buyer services access** — Access Additional Buyer Services
- **Mobile opportunity access** — Browse Opportunities On Mobile

### [Generational Private Client Group](https://www.generational.com/pcg/)
*Service*
Receive tailored, discreet M&A guidance and support to pursue an exit strategy that fits your goals and helps maximize business value.
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.

- **Confidential, tailored strategy** — Shape A Strategy Around Your Goals
- **Dedicated M&A guidance** — Navigate Each Stage With Dedicated Guidance
- **Proprietary M&A process** — Prepare And Protect Your Exit
- **Multi-industry buyer opportunities** — Reach Buyers Across Multiple Industries
- **Full and partial exit options** — Choose A Transaction That Fits Your Goals
- **Discreet, data-driven approach** — Make Informed Decisions With Discreet Guidance

### [Generational Alliance Network](https://www.generational.com/alliance/)
*Service*
Helps advisors access growth and M&A services for clients while strengthening relationships and creating referral-based revenue opportunities.
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.

- **Growth and M&A service access** — Expand Your Advisory Services
- **Client retention support** — Strengthen Client Loyalty
- **Referral incentives** — Earn Referral Remuneration
- **Professional referral network** — Build Referral Opportunities
- **Brand association** — Enhance Brand Credibility

## Sources

- [Generational](https://generational.com)
- [M&A Advisory](https://www.generational.com/services/ma-advisory/overview/)
- [Growth advisory](https://www.generational.com/services/growth-consulting/overview/)
- [Generational Exit Strategy Conference](https://www.generational.com/executive-conferences/)
- [Generational Private Client Group](https://www.generational.com/pcg/)
- [Generational Alliance Network](https://www.generational.com/alliance/)