Issue link: http://deals.uberflip.com/i/1530982
Wealth Management, Financial Planning, and Private Placement Firm Loca on: Iowa #68260 BUSINESS HIGHLIGHTS The Company provides an extensive range of financial services tailored to address the varied needs of its clients. Offerings include re rement planning, wealth accumula on, asset protec on, tax planning, long-term care protec on, por olio management, estate planning, IRA legacy planning, trust services, life insurance, financial planning, probate assistance, charitable giving strategies, IRA and 401(k) rollovers, 401(k) plan provisions, and private placements. With this comprehensive suite of services, the Company is equipped to tackle each client's dis nct financial goals and challenges, delivering expert guidance and support throughout their financial journey. Andrew Byrd Senior Vice President—M&A E: abyrd@genera onal.com C: 816-601-3105 INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera- onal Equity of this document. At all mes Genera onal Equity and/or its affiliate network members are agents for the seller and not for the buyer. Genera onal Equity's fees are paid by the seller. REVENUE / EBITDA 2023 REVENUE INVESTMENT APPEAL • Diversified Customer Base: No single customer accounted for a material por on of revenue during the historical period. The diversified customer base helps ensure that the Company will not be significantly impacted by the loss of a single account. • Strong Client Rela onships: The Company prides itself on cul va ng strong and enduring client rela onships. Through personalized a en on, ac ve listening, and a commitment to understanding each client's unique financial goals and aspira ons, they build trust and rapport. By priori zing open communica on, transparency, and reliability, the Company goes beyond tradi onal wealth management to become a trusted partner in every client's financial journey. • Niche Market Demographic: Approximately 55% of their clients are farmers, and the Company places a strong emphasis on educa ng and informing these clients about investment strategies, market trends, and financial planning, ensuring they are well-equipped to make informed decisions. • Superior Name and Reputa on: The Company enjoys a long-standing reputa on for its unmatched quality of financial planning services. A reflec on of their reputa on within the region is its approximate 95% rate of repeat customers. Genera onal Equity 3400 North Central Expressway, Suite 100 Richardson, TX, 75080 T. 972-232-1121 F. 972-392-8564 $481K $601K $963K $1.20M 2024 REVENUE (PROJ) 2024 EBITDA (PROJ) 2023 EBITDA SIGN NDA ► BUSINESS STATS Founded in 2012 200+ Ac ve Accounts 2,200 Sq. Ft. Facility KEY EMPLOYEES Capital Markets Consultant Marke ng Professional Ownership is commi ed to ensuring a smooth and successful transi on 2023 REVENUE MIX