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Find a Location

Generational Equity has 1 locations, listed below.

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    Business ProfileforGenerational Equity

    Financial Services

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 2 Customer Reviews

    Customer Complaints

    2 complaints closed in last 3 years

    0 complaints closed in last 12 months

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Products & Services

    Generational Equity provides mergers, acquisitions, and strategic growth advisory services for privately held and the lower middle market businesses to exit their companies successfully. Generational Equity uses a four-phase approach that includes Evaluation, Exit Planning, Financial Analysis, Sales Documentation and Deal-making ability to offer business owners commitment and experience, all focused on helping to release the generational equity and wealth in every business. Generational Equity is headquartered in Dallas, TX, has more than 200 professionals in North America.

    Business Details

    Location of This Business
    3400 N Central Expy STE 100, Richardson, TX 75080-0046
    BBB File Opened:
    7/22/2005
    Years in Business:
    19
    Business Started:
    1/1/2005
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management
    • Ryan Binkley, President
    • John H. Binkley Jr., Chairman & CEO
    Contact Information

    Principal

    • Mr. Jay Hellwig, Vice President of Client Experience

    Customer Contact

    • Mr. Dwight Jacobs, Executive Vice President
    • Mr. Bob Berry, Managing Director Corpor
    • Ms. Marte Phillips, Human Resource Director
    • Mr. Paul Blake, Vice President Of Operations
    • Ryan Binkley, President
    • John H. Binkley Jr., Chairman & CEO
    • Mr. Jay Hellwig, Vice President of Client Experience
    Additional Contact Information

    Fax Numbers

    • (972) 232-1193
      Primary Fax

    Industry Tip

    BBB Tip: How to shop for financial services

    Customer Complaints

    2 Customer Complaints

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    File a Complaint

    Customer Reviews

    2 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Dawn W

    1 star

    03/20/2024

    I went to a seminar in *********** ******* and I was impressed with the speaker *******************. When the seminar was finished my son and I spoke with him individually. He then came out to my business and looked through my Quickbook reports - he stated that he could sell my business easilly and we talked about the profits Quickbooks showed. He told me I needed to give them $39,500.00 right away to start the selling of my business - I only had about $50,000.00 in my account at that time - He knew that because he looked at my cheking account balance thru Quickbooks - I was hesitant to proceed because it was alot of money but he kept telling me that I had a great small business and the profits showed was substantial. I handed him a check for $39,500.00. In the first 2 months is seemed to be going fine - I had emailed them every document they requested - I would not hear back from anyone for months after that - I kept begging for an advisor and no one would help me - I kept calling and then finally an advisor reached out to me - he would ask me for more documents which I submitted and then no response - I have not heard back from any person at Generational Equity since my last email back on 9-2023 - They took advantage of me and my small company promising me I could sell my business for a very reasonable price and yet no sale and no calls from Generational Equity. I HAVE PROOF OF EMAILS WITH LITTLE RESPONSE FROM THEM AND I HAVE SEVERAL EMAILS ASKING FOR ASSISTANCE MANY TIMES THROUGHTOUT THE PROCESS. PLEASE DO NOT USE GENERATIONAL EQUITY TO SELL YOUR BUSINESS OR LISTEN TO WHAT THEY HAVE TO SAY ABOUT YOUR BUSINESS AND WHAT THEY CAN DO TO SELL YOUR BUSINESS !!! I STILL HAVE NOTHING TO SHOW FOR THE $39,500.00 THAT I GAVE TO THEM IN 2021. I CAN PROOVE MY PROFITS HAVE INCREASED A GREAT DEAL SINCE 2021 AND YET NOTHING - NO CALLS FROM GENERATIONAL EQUITY !!! I AM IN THE PROCESS OF TRYING TO FIND AN ATTORNEY TO SEE WHAT I CAN DO ABOUT GETTING AT LEAST SOME OF MY MONEY BACK

    Generational Equity Response

    07/15/2024

    I apologize that you feel this way. I know our team is working hard to help you sell your business. We marketed your business and received 22 NDA's and 1 offer. The rigor our team commits to your account is significant. Even while you were writing this post we have been diligently trying to get you to update your numbers in your CIM. This has been going on for over a 1 year. we were hesitant to comment on your post because our team is still working hard, and we hoped you could look at all the facets of the process to sell your business. We have a min. of 300 touch points and hours upon hours of call time together. We would like to help you complete this transaction, but we need you to give us the information needed to correctly represent you in the market. Your information is over year old. We want to help you. Please call us back and send your updated numbers.

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