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.
Various Managers
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Client Engagements
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It brought great value to me – building up my confidence and knowing that some the things I felt as a leader (fear of conflict, wanting to make the team self-motivated, etc.) were not just my concerns. When I approach my team to help them with complicated issues or when we have our 1-1s, I now feel like it’s easier to share with them and it’s less challenging to find a way to guide the conversation towards something beneficial.
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Knowing of my own strengths and being intentional on a daily life has been great. It is reassuring to know how I can be impactful knowing and applying my strengths instead of worrying about my weaknesses.
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Knowing the strengths of others in my peers give me a way to bridge the gap to tap into others’ strengths where I might be lacking a bit.
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I am able to deepen a conversation now with an individual which leads to better trust and relationship. I also learned how to navigate difficult conversations and how to raise someone to the next level through accountability and follow through conversation while leading with positive intent.
Raj Patel
Their podcast is a goldmine of knowledge, offering a fresh perspective on crucial business issues.