One of the real eye opening moments in our Executive Exit Planning Conferences is when we ask business owners what their “wealth gap” is. Most often we get blank stares. However, this is one of the most important calculations you could make not only for your business, but for you and your family’s financial future.
The wealth gap I am referring to is knowing how much your personal net worth is in relation to how much you will need to comfortably retire on or move on to the next phase in your life (travel, charity work, restoring vintage cars, or just buying that dream house on the beach).
For most business owners that we meet with at our conferences, this is a very challenging calculation to make because of the one major unknown part of the equation: The business enterprise value of the Company they own. If you fall into this group, as many do, then one of the most important reasons you need to hire the Generational Group is that the first step in our industry leading process is a complete valuation of every client’s business.
This key step allows you to accurately understand the value of your company as well as use the strategies we identify in our Roadmap for Enhancing Value to grow and improve its sale-ability and value.
Our lead article in this month’s newsletter provides even more details on how to look at your wealth gap. I hope you find it helpful.
And remember, the Generational Group is always here to assist with your specific exit plans. Over the past several years no M&A advisory firm has closed more lower middle market companies (companies with valuations up to $150 million) than we have. This is based on Thomson research which you can look at by following this link:
In addition to our rankings, we have also been recognized by The M&A Advisor, a leading M&A association, as the Investment Banking Firm of the Year in 2016, the Valuation Firm of the Year in 2014 and 2015 and the M&A Consulting firm of the Year in 2011 and 2013.
Our dealmakers are skilled and experienced in finding and negotiating with optimal buyers and we are ready to meet with you and discuss your specific opportunities.
Since 2017 is expected to have strong buyer demand in the lower middle market, we are encouraging you to reach out to us if you are interested in attending another exit planning conference or if you prefer a face-to-face meeting to discuss your options. We believe that it is vital for business owners to develop succession plans that will protect and defend the significant equity they have built into their businesses.
So please call us at 972-232-1121 or send an email to: [email protected] if you would like information about a conference in your area or if you are considering a meeting with us. And feel free to subscribe to our corporate blog using this link:
Subscribing will allow you to stay up-to-date on the latest trends in M&A planning and provide timely research to give direction as you consider your exit timing and strategies.
Thank you for your time and wishing you all the best for the rest of 2017.
Ryan Binkley
President, Generational Group
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