Generational Equity Client Reviews

Bob & Cheryl Finnie Rediscovering spontaneity

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How Generational Equity helped bob & cheryl finnie sell their business

In the process of building their business, Bob and Cheryl Finnie realized that something had gone missing from their lives – spontaneity. The demands of running a company meant they couldn’t simply do things when it suited them. When they reached out to Generational Equity, our professional M&A advisors supported them throughout the course of exiting their business; guiding them towards the optimal value that would give them the freedom to be spontaneous.

From recasting their company’s financials to always being available to answer questions, Bob and Cheryl were thankful for the guidance of our team of advisors throughout the journey to secure their successful business sale. If you are seeking the freedom that comes with exiting your business, or are simply curious about where to take your business next, speak to our Senior Business Advisors to learn what Generational Equity can do for you.

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The fact you’ve got an advisor there that’s willing to hold your hand and help you through the process is very, very important.

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Investment Banking Firm of the Year 3 years running

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M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards