Strategic M&A Advisory Services
A leading, full-service M&A advisory firm for privately-held businesses.
Whether you’re seeking a growth equity partner or strategizing
for an exit, Generational has the experience you can trust.
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2024 Annual M&A Advisor Awards
Investment Banking
Firm of the Year
“When it comes to selling your business there are no mulligans. Generational is the advisor you can trust.”
Tom Watson, PGA Champion and Brand Ambassador
Choose an M&A firm with a proven record and access to over 28,000 potential buyers in their proprietary network.
Premier business services that accelerate success.
We are a leading, full-service business advisory firm providing M&A Services, Growth Consulting, Wealth Management and Digital Solutions for the middle-market.
The Generational suite of advisory services includes Strategic Growth Consulting, Exit Planning Services, Business Valuation, Value Enhancement Strategies, M&A Services, and Wealth Management. With over 1600 completed transactions, our comprehensive process helps business owners successfully grow and exit their business for maximum value. Regardless of where you are on your journey, Generational offers a wide range of business services that will help you meet your goals.
We are M&A process specialists
The Generational M&A process is designed to protect, prepare and guide clients along the path to exiting for maximum value. It also ensures client confidentiality while achieving maximum exposure, increasing the likelihood of attracting the right buyers.
M&A Services
When you work with Generational, growing and selling a business means owning your future. Our experienced M&A professionals help privately held business owners build their business valuation and exit their company at the right time for the optimal price. How and when you sell your business determines your legacy – you owe it to yourself to be ready for when that day comes.
Growth Consulting
Generational Consulting Group consists of experts that develop and implement strategic growth and value creation plans for privately held companies. We offer solutions that help you accelerate your growth, increase your value, and prepare you for an eventual successful exit.
Wealth Advisory
Anyone can leave an inheritance, Generational Wealth Advisors helps you leave a legacy.
The Generational Wealth Advisors team carefully considers the numerous and diverse areas of each client’s financial picture. Through a consultative and collaborative approach, we discover and evaluate each client’s specific needs and then develop, implement, and monitor a plan designed to achieve their goals.
Digital Solutions
Our digital consulting firm, Precocity, is focused on strategic transformation, data, design and technology. Many visionaries and companies have disruptive ideas, but don’t know how to make them a reality. We bring those ideas to life. We create meaningful solutions.
Business Intelligence
Our deal teams have years of experience in helping business owners across a broad spectrum of industry sectors. We understand the unique nuances of your industry, and we combine that knowledge with a proven process that delivers results for our clients.
Our Industry Expertise
We guide clients through the entire M&A process, including valuation, market readiness, due diligence, deal structure and negotiations. Our deal team has years of experience helping business owners across a broad spectrum of industry sectors.
A Generational Client Story
Preparation Made the Difference
When Dick Richardson decided it was time to exit his business, he reached out to the experienced team at Generational to help him get his business exit-ready. The strategies he learned and the guidance he received perfectly positioned his company for the market.
View all Testimonials
GROW SMART. SELL SMART.
How and When to Sell Your Business for Maximum Profit
This complimentary conference provides essential knowledge on successful exit and growth strategies, including business valuation and value enhancement tactics to determine how and when to sell a business for optimal value.
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Get your business exit-ready
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We Focus on Your Goals
Wealth Advisory that Creates a Successful Legacy
Our customized wealth management approach addresses each client’s unique vision.
Combining your goals defined in your personal financial plan and our expertise in the investment space, we work alongside you to design a wealth management solution that speaks directly to you and your legacy.
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Successful Transactions
We invite you to view successful transactions in your industry. Reading these case stories are a great way to learn exactly what professional M&A advisory services deliver.
View Transactions
Executive Conference
This impactful, educational conference offers business owners a master’s level, crash course on M&A. We have helped prepare over 110,000 business owners to date.
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Trust the Process
Business owner, Alan Terry, discusses his experience with the Generational team and how their expertise rescued a deal and made the exit a success.
Watch this Story
Latest News
We regularly create updates that educate business owners on the many aspects of selling a business at the right time for the optimal value. We invite you to take an in-depth look at all the factors affecting mergers and acquisitions to help you decide when to value your business, sell or invest at the right time.
