Return-Path: Delivered-To: andrew@sterlingcal.com Received: from reseller401.webserversystems.com by reseller401.webserversystems.com with LMTP id WGhCIFEP6WjlJw4AchKAPA (envelope-from ) for ; Fri, 10 Oct 2025 08:51:13 -0500 Return-path: Envelope-to: andrew@sterlingcal.com Delivery-date: Fri, 10 Oct 2025 08:51:13 -0500 Received: from mta-d-130-133.infusionmail.com ([35.227.130.133]:59437) by reseller401.webserversystems.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256 (Exim 4.98.1) (envelope-from ) id 1v7DWb-00000003uQM-01SV for andrew@sterlingcal.com; Fri, 10 Oct 2025 08:51:13 -0500 Received: from 10.208.5.175 ([192.168.3.4]) by cmsmtp with ESMTP id 7BItvAYcQEZPy7DWPvRSoF; Fri, 10 Oct 2025 09:51:01 -0400 DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; d=gebizstrategies.com; s=vyw4301; t=1760104261; bh=LTiuaXbMG6++EeQ7PXGvJfd4xN0sIK0csNjhcBkF9Aw=; h=Message-ID:Date:From:To:Subject:MIME-Version:Content-Type: Content-Transfer-Encoding:List-Unsubscribe-Post:List-Unsubscribe; b=tzpoEDHNp5pLrhXZGtRKrXZdOsAbNX8DACU1MrgLBrSBJ0IhHHUgQRQE4seafDWuE qzlsARcfuX/sSPk/hCZAaIeQAk8wBmi/QBXkFLYMp8B8gOrT13Lzq45rgkmhRtrl+3 z5VLoBnhQcvfswBL2x1/g0fJqwYwAwdDSFwfU9YvWHlORQFPLBqVGBqNzdBeyFtNlk eIQCgCNnbMxRIYnzEy1vKlU3xZSmLcWCnziVxGVZvg/PuAcfNXROwbHZSmdC4ucWJj IAOyD84/JH+MZZL2B85Jpj+RefMUw9Kn0kUNIWf4DFUj4koIxDwSpdighLbTzcvg2T 2DfrPozoSxhww== Message-ID: Date: Fri, 10 Oct 2025 09:50:58 -0400 (EDT) From: David Ohrvall To: Subject: California Biz Owners: Your Insight Needed MIME-Version: 1.0 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable X-VE-ID: 559f17f8666338ded8abbb2ed1c7dc6114685cffad10e4c97cef0d083c4ff1 X-inf-uflags: UE X-inf-BlockName: mn95 Feedback-ID: vyw430:vyw430_4137:primer:infusionsoft X-inf-iflags: UE X-inf-scheduledTime: 2025-10-10T13:48:37Z[UTC] X-inf-dkimSelector: vyw4301 List-Unsubscribe-Post: List-Unsubscribe=One-Click X-ReturnPathDomain: vyw430.gebizstrategies.com List-Unsubscribe: , X-inf-reapedTime: 2025-10-10T13:50:58.300381134Z[UTC] X-infEng: 255 X-InfApp: vyw430 X-Inf-Email-Age: 262 X-Inf-Src: 2 X-inf-dkimDomain: gebizstrategies.com X-BatchId: 4137 X-InfContact: 7517887 X-campaignid: infusion_vyw43012137 X-MailSentId: 12137 X-Inf-SourceType: IMPORT List-Id: X-inf-package: primer X-InfSent: 27447955 X-Keap-Emails-Api: vyw430-12137-7517887 X-CMAE-Envelope: MS4xfAXOX7pGpNVbttcGp7F8myNKQ2L2nz2MFLIgCb/QMMnCTaoPo9OUZudqkWQJsZ1fTo7/lga2ohM6hIChMrN6vpLxHtZ4w90I15w7/voxLmT9+t2NHMgu z57VckOBKIzE/fkFSialMGJ0Dml3521AqC1kYe9nXh7AWHjfrEgXYSUKJqV/DomvNnfcXJH2y1WNos9PrioWwWWlw0xNzA84nIkCXt/XGpSprE2HGzDjMm/l DuS8EnpgQqVXODP482FFyFldp9Z02EFIPrs2oSozrv3rxMpTKeGR/lJ1jRh6eYmR X-Spam-Status: No, score=0.4 X-Spam-Score: 4 X-Spam-Bar: / X-Spam-Flag: NO =20 = =20 =20 = =20 =20 =20 =20 =20 =20 =20 =20
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Dear Andrew,

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Generational Group is part= nering with Professor Steve Morrissette from the University of Chic= ago, Booth School of Business on an important research project. We= 're inviting owners and executives of privately-held or family-owned compan= ies to participate in a "quick" survey ab= out ownership transition strategies.

Your insights will help us bett= er understand the options business owners consider when planning to transit= ion their company and how advisors, families, and business communities can = better support them.

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Begin Survey =20
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All responses are = confidential and used solely for academic research. Once published, the research will also be shared with business journals = and magazines.

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Thank you for your valuabl= e input!

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Warm regards,
D= avid Ohrvall
Chief Marketing Officer
Generational Group
<= span style=3D"color: rgb(0, 0, 238); line-height: 22.4px;">dohrvall@generational.com

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Dr. Stephen G. Mor= rissette
Visiting Professor of Strategic Management
Booth Sc= hool of Business, The University of Chicago
stephen.morrissette@chicagobooth.e= du

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Generational = Group, headquartered in Dallas, TX, is a leading, award winning full-service M&A= advisory firm. Generational has over 300 professionals across 16 offices i= n North America. The firm empowers business owners to unlock the full value= of their companies through a comprehensive suite of services - including s= trategic growth consulting, exit planning education, business valuation, va= lue enhancement strategies, M&A advisory, digital solutions, and wealth= management.

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Celebrating its 20th year,= Generational has successfully closed over 1,700 transactions and has ranke= d #1 or #2 in all LSEG league tables for deals valued between $25 million a= nd $1 billion in 2022, 2023, and 2024.

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The firm was named 2024 US= A Investment Banking Firm of the Year by the Global M&A Network and rec= ognized as Investment Banking Firm of the Year by The M&A Advisor in bo= th 2024 and 2022.

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3400 N. Central Expressway, Suit= e 100, Richardson, TX 75080

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Phone: 877-213-1792 Fax: 972-232= -1193

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www.generational.com

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Unsubscribe

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Generational Equity, LLC. 3400 = N. Central Expressway, Suite 100, Richardson, Texas 75080 United States

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