2022 Holiday Greetings!

By Generational Equity

11/22/2022

At this time of year, our thoughts turn to all the wonderful blessings in our lives and the year that is drawing to a close. This is true individually, but also corporately here with Generational. We have much to be thankful for this year:

• Multiple awards from the M&A Advisor for our work
• Once again being one of the top ranked M&A firms by Refinitiv
• Seeing Generational Wealth Advisors recognized as a Top Wealth Manager
• Being the title sponsor for “Tribute to Our Troops” Golf Tournament
• Surpassing 100K attendees at our Growth and Exit Conferences
• Having a growing relationship with our Brand Ambassador, Jack Nicklaus
• Renewing our National Sponsorship with Vistage Worldwide
• Signing a Sponsorship Deal with Rising PGA TOUR Pro Mito Pereira

So despite a year filled with political turmoil, economic challenges, and geopolitical conflicts, we have much as a firm to be thankful for.

But two things we are especially thankful for: the honor and privilege to work for and with amazing clients AND having a team of Associates that is second to none in our industry!

Without our clients and our hard working professionals, none of the items listed above would have happened. Everything we do as a firm and every relationship we develop with our clients is based on our Core Values. With these in mind, we focus our attention on helping our clients reach their financial goals and create a legacy for generations to come.

For this, we are truly thankful!

In closing, we wish you and your loved ones a blessed and wonderful Holiday Season. We hope you have time to relax, spend quality time with those you care about, and enter 2023 with renewed hopes for a fantastic year.

We will see you in 2023!

Carl Doerksen is the Director of Corporate Development at Generational Equity.

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