Generational Group - Grow smart. Sell smart.

“Generational helps business owners grow and exit for maximum value. And, they're the best at it.”

Strategic M&A & Business Advisory

Named North America's Investment Banking
Firm of the Year

Strategic M&A & Business Advisory

Ranked #2 in completed transactions
up to $100M

Discover the Generational difference

Strategic M&A & Business Advisory

Ranked #2 in completed transactions
up to $500M

Discover the Generational difference

Strategic M&A & Business Advisory

Ranked #2 in completed transactions
up to $1B

Discover the Generational difference

Ranked #1 in completed transactions up to:

$25M
$50M

Ranked #2 in completed transactions up to:

$100M
$500M
$1B

Read the details

Generational is a leading M&A investment bank and privately held business advisory.

We deliver a proven, comprehensive M&A process that helps owners successfully exit their business for maximum value. We first invest in our clients by preparing them through our complimentary Executive Growth and Exit Conference. This intensive one day event is led by experienced professionals who coach business owners on what they can expect and how best to prepare for the M&A journey.

Learn more about our advanced executive conferences.

I am interested in:

Exit Strategies

Growth Strategies

Executive Conference

Learn from business owners like you

Experience To Lead Working With Leaders In M&A

When Dick Richardson decided it was time to exit his business for the highest value, the experienced team at Generational helped him achieve an optimal exit, opening the gateway to a more well-rounded life for him and his family.

Mainstreet Computers When Hard Work Pays Off

After nearly 40 years of building his business into an industry leader, David Carnahan wanted to make sure he received a fitting return for his hard work. Discover how Generational Group helped him find and connect with an ideal buyer, ensuring his efforts were well-rewarded.

One Source Communications A wake-up call

Following a personal tragedy, business owner Mike Aman found himself evaluating the things that really mattered most to him. Realizing that it was time to spend more time with his family, Generational Group helped him to sell his business for the optimal price and secure a lasting legacy.

Polymer Solutions FROM RESPONSIBILITY TO FREEDOM

After 31 years of being financially responsible for their company and their employees, Jim & Cynthia Rancourt were ready to find a buyer that would protect their team going forward. With Generational Group’s support, they found the ideal buyer, providing the security and the freedom they were searching for.

Body Spa Partnering for Growth

Even though Debbie Ritchey felt a close affiliation with her business, she knew that in order for the company to grow and reach the next level, she needed capital. Generational Group was able to find the perfect buyer for her and now she will participate in the expansion of the business throughout the nation with a new equity fund partner. Listen to her story and discover how we can help you find an optimal buyer for your business.

Pacific Plastics Right Place, Right Time

For Jae English, there is nowhere he’d rather call home than Southern California. Generational Group guided the sale of his company, so he can now enjoy his retirement in his ideal location.

Paragon Packaging A road less traveled

Having endured an exhausting commute for 20 years, business owner Mike Polarek seized the opportunity to start living his life without his business. The road to selling his company wasn’t always smooth, but with Generational Group’s guidance, Mike was able to secure a deal he deserved.

Designer Sign Systems Living in the moment

When Kathy Zerwas decided the time was right to exit her company, Generational Group helped her achieve a great result and create a world of opportunities moving forward. Now Kathy is living in the moment and enjoying a fulfilling life beyond her business.

Kerr Consulting Growing the business

When Dave Kerr asked Generational Group to help him with the partial sale of his consulting business, we found him the perfect partner to grow his company; ready to sell a few years down the line.

American Track Generations Exploring a new path

Bill Bush longed to spend more time with his three grandchildren and get back to his favorite hobby. With the help of Generational Group’s advisors, we found the right buyer for Bill’s company so he could start doing the things that mattered most.

Meal Tracker Dietary Software From Buffalo to Belize

Bobby and his wife Stacy shared a love for the Caribbean. Through the successful sale of Bobby’s software business, Generational Group was able to help them to achieve the freedom to travel to Belize and beyond whenever they wish.

Pure Chem Separation Finding more time

Chris Ludwig's business was his life for many years, but over time his priorities began to change. Generational Group guided Chris on the optimal time to take his company to market so he could start thinking about his life after business.

Barker's Heating & Cooling Making the most of life

For business owner Tommy Barker, time used to mean money. As the years passed, he soon realized his time is much more valuable. Having sold his business with Generational Group, Tommy can now indulge in his passion of restoring vintage muscle cars and do whatever he wants, whenever he likes.

Carbonic Systems Rediscovering spontaneity

The demands of running their business meant owners Bob and Cheryl Finnie never had the freedom to indulge their passions or try something new. Through Generational Group’s support, they were able to successfully exit their business and reinvigorate their spontaneity.

Dorian Business Systems Enjoying life after business

Once their business had grown to a certain level, Michael and Rebecca Baker realized the time was right to take the next step. With Generational Group’s experienced advisors holding their hand through the exit process, they now have the time to take a breather and reap the rewards of life after business.

Corebrand LLC Time on My Side

Having successfully led his company for over 40 years, Jim Gregory wanted to take back time for his other passions. With Generational Group by his side through the entire exit process, Jim now has time for himself once again.

Alan Terry Trust The Process

Without the hardworking and knowledgeable team at Generational, Alan Terry would not have received the deal he deserved for two of his businesses sold in a 30-year time span. With Generational’s expertise, he can now live life "without having to look at his calendar".

Here's what our attendees have to say about our Executive Conferences:

4.9

Extremely informative!! Learned a lot about things I had never even thought of!! Mike is a great speaker!! Every Business owner should attend one of these seminars!

I would recommend this conference to any business owners who are seriously thinking about selling their business. The information I learned was invaluable. The presenters are both very knowledgeable and professional.

Must attend seminar if you own a business. As a business owner it’s impossible to know all the ins and outs of this aspect of business. They do it well!!

Excellent production and very informative. Gave me hope that my company is worth far more than I thought. Answered more questions than I could even imagine. Great job!

Very informational for all business owners regardless of what you’re current plan is. All business owners should come to learn more about the aspects of business that the common owner doesn’t usually think about or know about.

This was the best educational experience for me. The speaker was an extremely well organized and well spoken individual. I learned so much and am now feeling better educated on handling some future business transactions.

That was the most amazing, important day I've spent in at least 10 years!

Great conference! The conference leader and managing director are very professional and are genuinely wanting what’s best for their clients.

I received so much information to either grow or sell a business without selling a product.

A must for every business owner. No hard-selling, and it was completely free including breakfast, lunch and valet parking. The information is essential for growing your business and more importantly when it comes time to exit.

This conference was by far one of the most informational experiences I have attended. I needed the information to better understand the proper steps to selling my business. I would highly recommend this to anyone when they are thinking of selling their business. Not attending is almost guaranteeing you sell your business for less.

This was a very informative day. As a business owner, it's good to receive quality information. Michael did an exceptional job.

The conference was insightful, eye-opening and brings a sense of comfort to know a company such as this exists to help me and my family make the best choice for the future of our business. Thank you so much.

Peter was an amazing public speaker and I walked out of this conference with exponentially more confidence in knowing how to grow and develop my business for investors. Ashok was also attentive and answered our technical questions regarding market value and different options we can take as business owners with consulting services. I definitely recommend coming here for at least getting some food for thought and a new way to look at how you should be presenting your business.

Incredible content. Excellent in terms of engagement. Very aggressive fees. Awesome reach. Will contract with Generational in a heartbeat. Market leader in deals to $25 million and nationally 2nd to $100 million. Growth agent. Very talented and driven team of straight shooters. Headquartered in Texas which is the land of the most friendly straight shooters.

Clear and well-organized information. Tremendous value on many levels.

The conference was filled with excellent information. It was worth spending the day.

Definitely a better way to think about your exit strategy! Powerful!

GREAT... Extremely professional and informative!!!

Great conference! Would recommend all day. Thank you!

Most informative and productive single day a small business could spend for their future.

I would recommend to everyone who owns a business, give Generational a listen.

Absolute great seminar! Very informative and a must for business owners - and the seminar was free!

Incredibly informative and crucial to growing or selling a business. So much valuable information! Company saver!

A lot of great information for business owners!!

Very informative

Generational is a leading M&A investment bank and privately held business advisory.

Experience To Lead Working With Leaders In M&A

Mainstreet Computers When Hard Work Pays Off

One Source Communications A wake-up call

Polymer Solutions FROM RESPONSIBILITY TO FREEDOM

Body Spa Partnering for Growth

Pacific Plastics Right Place, Right Time

Paragon Packaging A road less traveled

Designer Sign Systems Living in the moment

Kerr Consulting Growing the business

American Track Generations Exploring a new path

Meal Tracker Dietary Software From Buffalo to Belize

Pure Chem Separation Finding more time

Barker's Heating & Cooling Making the most of life

Carbonic Systems Rediscovering spontaneity

Dorian Business Systems Enjoying life after business

Corebrand LLC Time on My Side

Alan Terry Trust The Process

Learn growth and exit strategies that maximize your business's value

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

Call us

Ask us

Attend the conference

People

Insights & Info

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

Generational Equity Advises Dynamic Physical Therapy in its Sale to Seven Lakes Group

Generational is a leading M&A investment bank and privately held business advisory.

Learn growth and exit strategies that maximize your business's value

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

Call us

Ask us

Attend the conference

Call us

Ask us

Tell us about yourself

How can we assist?

Thank you

People

Insights & Info

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

Generational Equity Advises Dynamic Physical Therapy in its Sale to Seven Lakes Group

Terms & Conditions

Generational Group Privacy Policy

Information You Give Us

Sharing with our Affiliates

Information from Other Sources

Affiliate Offices

Disclaimer

Subscribe to email updates