In the world of exit planning, collaboration among various professionals is key to ensuring successful business exits. The Exit Planning Institute ® (EPI) partners with industry leaders like Generational Group to provide comprehensive solutions to business owners.
Let's delve into the insights from our Strategic Partner, Generational, and how their services can benefit our advisor community and their clients.
Since their beginning in 2005, Generational has evolved into a premier business advisory firm, offering a suite of services tailored for middle-market businesses. Their comprehensive approach includes M&A Services, Growth Consulting, Wealth Management, and Digital Solutions, all aimed at guiding clients through various stages of their business lifecycle.
Generational's seasoned professionals play a crucial role in driving the firm's success. With a deep understanding of the complexities involved in mergers and acquisitions, they offer personalized guidance to clients, ensuring their specific needs are met. Through strategic collaboration and hands-on support, Generational helps businesses navigate challenges and maximize opportunities for growth and exit.
At Generational, the focus is on empowering business owners to grow and exit their businesses for maximum value. The firm's comprehensive process ensures that businesses are well-prepared for the complexities of the exit process. By preparing over 110,000 owners for successful exits, Generational has cemented its reputation as a trusted partner in the business community.
Generational's approach to driving value for business owners goes beyond traditional advisory services. They believe that an "exit-ready" business is a "buyer-ready" business. This philosophy underscores their commitment to helping clients optimize their market position through strategic advisory and marketing services. By harnessing the collective skills of over 300 M&A professionals, Generational ensures that clients are well-positioned to capitalize on opportunities when they arise.
Generational understands the unique challenges faced by middle-market businesses. Their comprehensive and customized M&A services are tailored to their client's specific requirements. Whether it's preparing for a sale, identifying growth opportunities, or maximizing value, Generational's team of experts is dedicated to helping clients achieve their goals.
Partnering with Generational offers a range of benefits that enhance their service offerings and strengthen client relationships. By engaging with Generational, CEPAs can expand their expertise to include business valuation, strategic growth planning, value enhancement, exit planning, M&A advisory, and digital solutions.
This partnership not only allows CEPA to provide more comprehensive support to their clients but also opens opportunities for collaboration and referral networking. Through Generational's extensive network and industry connections, CEPAs can tap into a wealth of resources to better serve their clients' needs.
Generational's decision to partner with EPI ® is rooted in the mutual benefit of developing long-term relationships and enhancing service options for EPI members. By joining forces, Generational aims to provide professional M&A advisory services to EPI members and their clients, further bolstering the resources available to the exit planning community.
The partnership between Generational and EPI signifies a commitment to driving innovation and excellence in exit planning. By using each other's strengths and abilities, both organizations can better support business owners as they navigate the complexities of exiting their businesses.
The Strategic Partnership Program facilitates connections between advisors, specialized experts, software tools, and resources to develop successful teams. In the evolving landscape of exit planning, partnerships like these are essential for driving significant progress and ensuring lasting success
Interested in becoming a Strategic Partner? Contact our Manager of Strategic Relationships, Josh Koza, for more information!