“Without Our Generational Equity Dealmaker, the Deal Would Not Have Closed”

By Generational Equity


One of the most pleasing aspects of my role with Generational Equity is that I get to produce our client testimonials. Not only is it a real pleasure to meet some of the most wonderful people I have ever encountered, I also get to hear just how fantastic our services are for owners of privately held companies.

Earlier this year I had the honor of meeting and interviewing Bobby Evans, Jr., one of the co-owners of Meal Tracker Dietary Software. Bobby’s story is not that unique from many of the stories our clients tell. For example:

  • Although our initial value was below his expectations he went to market anyway and the buyers validated our valuation assumptions.
  • This gave Bobby the impetus and knowledge he needed to enter our Hold and Grow Program and build the organization over time.
  • We valued his company several times over a four-year period.
  • In the end, we were able to eventually exceed his valuation expectations and marry his firm with an optimal buyer.

The reality is Bobby and his co-owners listened to their dealmaker over the years and trusted his experience and vision for the company. I can’t stress that heavily enough: If you hire a professional advisor, listen to them.

Again, Bobby’s story is not that unique, you can hear it in his own words:

The key first step in our proven process is attending a Generational Equity seminar. Spending a few hours with our M&A advisors will allow you to begin to formulate your exit plans, even if you have not considered doing so in the past.

And the great news is that the information you get to take with you will allow you to pursue an exit strategy even if you do not hire us as your advisors. We get some great feedback on our seminars:

If you would like to learn more and determine how our services, starting with our workshop, might benefit you, please contact me at 972-232-1125 or cdoerksen@generational.com. Use the following link to view our typical agenda and see how valuable the information can be.

And special thanks to Bobby Evans for sharing his story with us and thanks to his fabulous deal team led by Michael Goss.

By Carl Doerksen, Director of Corporate Development at Generational Equity.

© 2021 Generational Equity, LLC. All Rights Reserved.