Business Consulting

As a business owner, you know that your most valuable asset is your business. For many small- and medium-sized businesses, there is a close relationship between the success of the business and the owner’s personal financial plan. Our wealth advisors demonstrate expertise in personal financial planning, as well as business planning – and we understand the way the two are often entwined.

Genesis Wealth Advisors, LLC is a small business itself. We understand your issues, and we have years of experience integrating business assets with complicated estate plans. Our team of MBAs can help you identify problems, as well as structure your assets so that your personal and business goals can be met.

Some of the critical business issues we can help with include:

  • Business Continuation: Create a plan to maintain the integrity of your business. We will analyze your business, and consider internal and external threats. All of your assets will be analyzed integrated into the plan. Your business continuity plan will be individually tailored to fit your needs, and ensure that your business is resilient, even in challenging times.
  • Buy-Sell with Partners: When you work with partners, it’s important to have a plan in place to cover the eventuality that a co-owner might leave the business. After studying your business goals, and speaking with you and your partners, we can help you draft a buy-sell agreement that specifies who can buy a departing partner’s shares, events that trigger a buyout, the price of each partner’s interest, and other items of interest. This “business will” is an important part of business governance, and we can help you navigate the ins and outs.
  • Transfer to the Next Generation: Is your business a family legacy? If you want to ensure a smooth transition to the next generation, we can help you accomplish your goal. Our business and wealth management experts can help you draft the conditions dictating the transfer of business assets so that control properly shifts in a manner that keeps your business intact – and even lets you participate in the business as long as it makes sense for you.

Our business consultation services equip you with the tools to accomplish your individual business goals, and protect your legacy.