James Hermann
Generational Group, LLC - Senior Managing Director, M&A at Generational Equity
About
James Hermann serves as Senior Managing Director, M&A, at Generational Equity. He helps business owners explore liquidity options and prepare for mergers, acquisitions, and transitions. He has started six companies. He founded and led a group that provided long-term financial planning for high-net-worth individuals and business owners. He also partnered in public accounting and served as a consulting group COO, where he founded three subsidiaries. An attorney, CPA, and CFP, Hermann has reached thousands of business owners through writing and lectures. He earned a Bachelor of Arts in Business and Accounting from San Francisco State University. Hastings College of The Law awarded his J.D.; American University in London awarded his Business Administration Ph.D. Marquis Who’s Who awarded him the Albert Nelson Marquis Lifetime Achievement Award and profiled him in several directories. A Life Member of Mensa, he served as a United States Army Special Forces captain and Green Beret.
Who is a good fit for James Hermann
- Business owners preparing for a sale who want guidance from someone who has started six companies.
- Owners weighing liquidity options before a business transition.
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