Exit Planning Institute

Professional Alliance

At Generational, our team of experienced professionals work with you to deliver custom, strategic growth and exit plans for your clients. Expand the value of your business, deepen existing relationships, boost client retention and grow your base through the program’s referral and networking process.


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Take your business to new heights

As you know, your clients have spent years of dedication building a successful business. When it comes time to sell, you have the unique opportunity to play a major role in that momentous event. Expand your services to include:

  • Business Valuation
  • Strategic Growth Planning
  • Value Enhancement
  • Exit Planning
  • Mergers and Acquisitions Advisory
  • Digital Solutions

With the Professional Alliance Program, you can address your client’s specific M&A and growth goals by providing a higher level of advisory services. It’s time you leverage the power and experience Generational offers for your clients.

Strengthen long-term loyalty by adding value to your existing relationships. Often times, clients seek M&A advisory services which can lead them to outside competition. When you join the Professional Alliance Program, you get the full weight of our experience on your clients’ behalf.

New client introductions and referrals earn remuneration at key intervals within the life cycle of the client. This can be significant for advisors like yourself. Get in contact with us today to learn more.

Generational is approaching over $8 Billion in wealth transferred to our clients. We are a leading M&A Advisory for middle-market business owners. Aligning with Generational will increase market awareness and add credibility to your brand.

This exclusive, referral network creates potential leads for its members. Upon approval, your firm will have the opportunity to join. One of our advisors would be happy to discuss these details with you. Contact us today to learn more.

Program Options

There are a number of ways to participate in the Professional Alliance Program.

Suzanne Harp

Suzanne Harp

Managing Director, Strategic Accounts

Suzanne Harp is Managing Director of Strategic Accounts and leads Generational Group’s Professional Alliance Program. Suzanne builds win-win relationships and alliances within the professional communities of CPAs, Wealth Advisors, Attorneys, and other advisors. She develops customized programs within each professional community, providing their constituencies with the highest quality M&A experience in the mid-market space.

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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