Generational Equity Client Reviews

Jim Gregory Time on My Side

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How Generational Equity Helped Jim Gregory Sell His Business

After over 40 years at the helm of his company, Jim Gregory was looking to take back time from being a business owner to indulge his other passions. Generational Equity became his partner for this important transition, crafting a seamless exit strategy and helping him effectively execute it. This gave Jim the time he needed to spend with his grandkids, focus on his artwork and achieve his Doctorate.

Our advisors’ blend of experience, enthusiasm, and calm reassurance was a constant comfort for Jim throughout the exit process. From determining his company’s value and setting a roadmap for the sale, to advising him through the important conversations with his family, Generational Equity was by his side every step of the way. Contact us to learn how our team can help you sell your business.

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Generational Equity were partners right from the start and all the way through... Every big obstacle seemed small, and every small obstacle disappeared.

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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