The Generational Exchange
Strategic Leadership Support
When you close a $5M family business deal, the owner’s exit can derail everything—sales drop, ops falter, and your 3-5 year exit clock ticks louder. It’s a pain point we’ve seen sink returns for firms like yours in the middle market.
Our interim management service fixes that. We drop in day one with C-suite pros — stabilizing operations, mentoring successors, and juicing EBITDA fast. We turned a $60M SaaS divestiture from chaos to 25% growth in six months and 10x growth over 4 years. For a firm doing 5-15 deals a year, that’s serious value unlocked.
We’re not recruiters or extra headcount—we’re operators who deliver without the overhead. Let’s chat about your next deal or one that’s already shaky. A quick 15-minute call can map how we’d save you time and boost returns.
Join four dynamic executives—spanning their 30s, 40s, 50s, and 60s—as they bridge generational perspectives to tackle today’s most pressing business challenges. From career growth and leadership strategies to customer operations and industry trends, each episode delivers a rich blend of wisdom, experience, and fresh ideas. Whether you’re climbing the corporate ladder or steering the ship, this podcast offers actionable insights and candid conversations to inspire success at every stage.
Our Team.
Ever wondered what happens when you combine 90 years of SaaS expertise with a passion for innovation? You get The Generational Exchange team. Our four partners bring together a wealth of knowledge in operations, customer experience, sales, HR, and more, with a combined 90 years of experience in the SaaS industry. From optimizing operations to enhancing customer experiences, from devising sales strategies to building strong company cultures, our partners cover all bases, ensuring a holistic approach to business challenges.
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We’ve scaled startups and navigated rapid growth, turning ambitious ideas into thriving realities with skill and determination. But what truly defines us is our shared commitment to innovation and collaboration. We believe in the power of diverse perspectives and the magic that happens when experienced minds come together to solve problems.
At The Generational Exchange, we’re not just a team; we’re a community of learners and leaders, constantly exchanging ideas and pushing each other to new heights. When we’re not hard at work, you might find us engaged in lively discussions over lunch or sharing stories that inspire. We value the human element in everything we do, knowing that trust and camaraderie are the foundations of great teamwork.
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Join us on this journey, and let’s create something extraordinary together.
Our Story Unveiled
Who We Are:
The Generational Exchange is a dynamic consulting firm specializing in business management, leadership guidance, and customer operations optimization. Our expertise, combined with a groundbreaking podcast that delves into contemporary business dilemmas, sets us apart in delivering comprehensive solutions for a wide range of industries.
Client Testimonials
Caryn Ladd
Jeremy is one of those rare people who truly embodies “servant leadership”. He puts his team and customers ahead of himself and does whatever is necessary to always do the right thing. What I respect most about Jeremy is his authenticity. He has a natural ability to connect with people, build rapport, and really understand what is important to business partners and help them meet their strategic goals.
Sarah Lee
Working with their team was a game-changer for our organizational productivity and success.
Raj Patel
Their podcast is a goldmine of knowledge, offering a fresh perspective on crucial business issues.