Client Reviews

Carbonic Systems Rediscovering spontaneity

Watch The Video

How Generational Capital Markets 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 Capital Markets, 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 Capital Markets can do for you.

Request a private meeting Sign up for a webinar Attend a conference

Testimonials appearing on this website may not be representative of other clients or customers and is not a guarantee of future performance or success. Clients who provided these testimonials were compensated for their time.

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.

Learn more at a complimentary executive conference

For Bob & Cheryl, it all started by attending our complimentary executive conference. He was able to gain valuable knowledge and insight into the M&A process. If you are a business owner thinking about exiting now or in the future, view our conference agenda to learn what you could gain by attending.

Find out more

Explore our other reviews

Experience To Lead Working With Leaders In M&A

Mainstreet Computers When Hard Work Pays Off

One Source Communications A wake-up call

Polymer Solutions FROM RESPONSIBILITY TO FREEDOM

Body Spa Partnering for Growth

Pacific Plastics Right Place, Right Time

Paragon Packaging A road less traveled

Designer Sign Systems Living in the moment

Kerr Consulting Growing the business

American Track Generations Exploring a new path

Meal Tracker Dietary Software From Buffalo to Belize

Pure Chem Separation Finding more time

Barker's Heating & Cooling Making the most of life

Dorian Business Systems Enjoying life after business

Corebrand LLC Time on My Side

Alan Terry Trust The Process

We have a commitment to our clients’ assurance that extends beyond our service and we are proud to hold FINRA & SIPC memberships.

Finra

Sipc

Terms & Conditions

Generational Capital Markets Privacy Policy

The information we learn from customers helps us personalize and continually improve your experience. Here are the types of information we gather.

Information You Give Us

We receive and store any information you enter on our Web site or give us in any other way. We do not sell or rent your personal information to others without your consent. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice.

Sharing with our Affiliates

Generational Capital Markets, Inc.’s affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. The sharing of your information among affiliates enables Generational Capital Markets to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Capital Markets is permitted by law to share information with its affiliates. All of our affiliates follow similar privacy policies.

Information from Other Sources

For reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information.

Affiliate Offices

Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas.

Disclaimer

This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed.

INFORMATION ON THIS WEB SITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU.

Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.

Generational Group does not want to receive confidential or proprietary information from you through our web site. Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. By sending Generational Group any information or material, you grant Generational Group an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Group is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.

Our computer system protects personal information using advanced firewall technology.

Information Generational Group publishes on the World Wide Web may contain references or cross references to other products, programs and services that are not announced or available in your country. Such references do not imply that Generational Group intends to announce such products, programs or services in your country. Consult a Generational Group representative for information regarding the products, programs and services which may be available to you.

Generational Group makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Group web site, please understand that it is independent from Generational Group, and that Generational Group has no control over the content on that web site. In addition, a link to a non-Generational Group web site does not mean that Generational Group endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.

IN NO EVENT WILL Generational Group BE LIABLE TO ANY PARTY OR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Generational Capital Markets, Inc. ("GCM"), member FINRA/SIPC, is wholly owned by Generational Capital, LLC ("GC"). Both GCM and GC are affiliated with Generational Equity, LLC; and all part of the Generational Group of companies. This website is solely for general informational purposes and is not guaranteed by us to be accurate and complete statements of fact and should not be relied on as such. Opinions in this website constitute the current judgment of the author as of the date and its last update. The content of this website does not necessarily reflect the opinions of GCM, and is subject to change without notice, and GCM is not under any obligation to update or keep current any information contained herein. This website does not constitute any personal recommendations and does not take into account the specific investment objectives, financial situation or particular needs of the reader. The information contained in this website should not be construed as an offer, or a solicitation of an offer, to buy or sell any securities or other financial investments. The information presented should not and cannot be viewed as an indicator of future performance. To the extent permitted by law, GCM does not accept any liability arising from the use or retransmission of the information in this website.

Furthermore, all information contained within this website is the property of Generational Group.