Strategic M&A Advisory Services

A leading, full-service M&A advisory firm for privately-held businesses.

Every industry is different. Every business is unique. Whether you’re seeking a growth equity partner or strategizing for an exit, Generational has the experience you can trust.

Generational Brand Ambassador

A Message from Tom Watson

As one of the greatest golfers in history, Tom Watson won 39 times on the PGA Tour, including eight major championships, placing him sixth on the all-time list of total major championship victories. Today, he speaks to business owners about the importance of preparation before they to go to market.

Introductory Video

The Generational Way

Our client-centric approach means your future is at the heart of everything we do. Guided by our core values, our team of professionals in every department are committed to your success. We invite you to watch this short video to learn more about our unique approach and business philosophy.

We are M&A process specialists

The Generational M&A process is designed to protect, prepare and guide clients along the path to exiting for maximum value. It also ensures client confidentiality while achieving maximum exposure, increasing the likelihood of attracting the right buyers.

M&A Services

When you work with Generational, growing and selling a business means owning your future. Our experienced M&A professionals help privately held business owners build their business valuation and exit their company at the right time for the optimal price. How and when you sell your business determines your legacy – you owe it to yourself to be ready for when that day comes.

Growth Consulting

Generational Consulting Group consists of experts that develop and implement strategic growth and value creation plans for privately held companies. We offer solutions that help you accelerate your growth, increase your value, and prepare you for an eventual successful exit.

Wealth Advisory

Anyone can leave an inheritance, Generational Wealth Advisors helps you leave a legacy.

The Generational Wealth Advisors team carefully considers the numerous and diverse areas of each client’s financial picture. Through a consultative and collaborative approach, we discover and evaluate each client’s specific needs and then develop, implement, and monitor a plan designed to achieve their goals.

Digital Solutions

Our digital consulting firm, Precocity, is focused on strategic transformation, data, design and technology. Many visionaries and companies have disruptive ideas, but don’t know how to make them a reality. We bring those ideas to life. We create meaningful solutions.

Business Intelligence

Our deal teams have years of experience in helping business owners across a broad spectrum of industry sectors. We understand the unique nuances of your industry and we combine that knowledge with a proven process that delivers results for our clients.

A Generational Client Story

Preparation Made the Difference

When Dick Richardson decided it was time to exit his business, he reached out to the experienced team at Generational to help him get his business exit-ready. The strategies he learned and the guidance he received perfectly positioned his company for the market.

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Growth and Exit Strategies Conferences

This complimentary conference gives you must-have knowledge on successful growth and exit strategies, including business valuation and value enhancement tactics to determine how and when to sell a business for optimal value.

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Get your business exit-ready

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Let's have a conversation

We invite you to explore the difference Generational can make in your business. Contact us today.


Grow Smart. Sell smart.



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    We Focus on Your Goals

    Wealth Advisory that Creates a Successful Legacy

    Our customized wealth management approach addresses each client’s unique vision.
    Combining your goals defined in your personal financial plan and our expertise in the investment space, we work alongside you to design a wealth management solution that speaks directly to you and your legacy.

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    Successful Transactions

    We invite you to view successful transactions in your industry. Reading these case stories are a great way to learn exactly what professional M&A advisory services deliver.

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    Growth and Exit Conference

    This impactful, educational conference offers business owners a master’s level, crash course on M&A. We have helped prepare over 110,000 business owners to date.

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    Trust the Process

    Business owner, Alan Terry, discusses his experience with the Generational team and how their expertise rescued a deal and made the exit a success.

    Watch this Story