The charges could also be reasonable if your advisor has helped you clear a huge debt or achieve a major financial goal. Financial matters are complex, the amount of financial information available is infinite and getting started may be intimidating. Searching for a good financial advisor is a good first step. As you perform background checks, weigh in on a few comparisons based on your preferred type of advisor — fee-only, fee-based or commission-based, how much assistance you need, credentials and experience.
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Claim Profile. Pay Structure A percentage of assets under your management Hourly charges Fixed fees other than subscription fees. Net Worth Advisors Yes. Match Percentage 9. Score 8. Services Financial planning services Pension consulting services Selection of other advisers including private fund managers. Available for Premium Premium subscription will give you more options.
Phone number free consultation. Email address bluewater-management gmail. Read Review. Best For Customizable Robo Investing. Match Percentage 2. Services Financial planning services Selection of other advisers including private fund managers. Pay Structure A percentage of assets under your management Fixed fees other than subscription fees.
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The formula for this is: If you apply this formula to your business and the result is 1 or greater, it indicates to prospective buyers or investors that your company is in a better position to pay off any debts, liabilities and other obligations.
Demonstrating to buyers and investors its worth. This is calculated by finding the sum of the following in your organization: Market capitalization Value of debt Minority interest Preferred shares And then minus your cash and cash equivalents bank accounts, marketable securities, treasury bills, etc. One-time fees — if you spent money on a legal dispute or a one-time marketing campaign, these are not ongoing costs that a buyer would have to take on. These can and should be normalized to reflect their correct market value.
So, it is a language that they are very familiar with, meaning they can use it effectively to compare business valuations. Both techniques should be utilized among the many used to determine business value.
Subscribe to our industry insights. Make an informed decision The best decisions in life are informed decisions. Where are you on your exit journey? Success Success, you have been added to our list. Generational Equity educated and informed us — so that we could be on the upside of a good decision to sell. Thanks to you, the entire GE team and especially Michael Goss for driving a great valuation, coaching me and driving the process across the finish line.
Please let me know if there is anything I can do to support GE going forward. I decided to attend the conference and hopefully receive some guidance on how to structure an exit plan of my business. Upon arriving at the conference, I was so impressed with the presentation given by Generational Equity that I set a future appointment that week to discuss the possibility of selling my business with their Senior Managing Director David Robinson.
You are a great leader! I love how you are using your gifts and talents to better others. This 3 day session undoubtedly changed the future of our business, and very well may have been the sole catalyst to save my company, my health and my marriage! Bryan D. Horn, Owner, Over Under Clothing. Thank you again for all your guidance and support. Any company will achieve what they intend, if they have you on their team! We were represented by Michael Goss with Generational. The due diligence was grueling and exhausting, but Michael propped us up and kept us motivated throughout the process.
Debi and I continued to ask each other how we could possibly make it through this process without the assistance of Michael. Michael's professionalism and knowledge is absolutely amazing, and we are so blessed to have had him by our side as we made our future dreams come true. We thank you Eric and Generational Equity making our dream come true. The most important contribution I think Ahmad made was with his personality and work ethic.
He is sincere, efficient, and very hard working. He was available to me at all times, whether it was for specific detail of the negotiation or just to talk through the bigger picture. He listened, advised, and recommended, but never forced his idea or opinions. In the time we worked together, he became a valued colleague and also a friend. We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.
Pete L. We were happy to see the interest in our company and what we cherished has not just a valuable company but an important company to the communities we served in. I must say that I have never worked with a more driven, competent and focused individual as Don Ho. Jay Dinnison, Owner of Sharpe Mixers. Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction. Through the sale process, Generational brought in several interested buyers and we closed in about 6 months.
I am so glad I accepted that invitation to the conference and could not be happier with the whole process. The team at Generational coupled with their knowledge and guidance was so valuable that in the end, I know I could never have done this on my own! I quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others. We knew it would be a difficult task to have someone really understand our business and our market, prior to researching a possible buyer, so it was imperative that we found someone of your caliber, with definite proven experience in this area.
Michael worked tirelessly, He followed every lead meticulously and urgently to make sure nothing was missed. I need to say an immense thank you to Don Ho for his stellar work ethic, attention to detail, and tireless effort. Also thank you to the whole crew at GE! Without you, Don could not do such a phenomenal job. We were shooting for closing and funding before the end of , due to the uncertainty of the political landscape and taxes. I am happy to report we closed last week and will be funding tomorrow.
Caty J. The process was much more involved than I expected and your help, experience and advice was a big factor in making the negotiations go as smoothly as possible. Terry D. Wickman, President, Keytroller. I wanted to take this opportunity to thank you for all that you have done for us.
Not only did you take care of all the aspects of the sale but took extra care to make sure we knew what it looked like every step of the way. I will definitely recommend your company to anyone that is in a position to or looking to exit their business. The help you provided us during each step of this process made us feel very comfortable and confident we were selecting the right approach to transition our Company.
We had the pleasure of working with Mr.
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