Gate 1: Discover
What We Do in Discover Phase:
- Conduct an annual Business Valuation — quantifying what your business is worth today and how it compares to industry benchmarks and recent transaction multiples
- Complete an Exit Readiness Assessment — scoring business attractiveness alongside your personal and financial readiness
- Identify the gap between where you are and where you need to be
- Recast your Income Statement and Balance Sheet for a true financial picture
- Deliver a Prioritized Action Plan — a specific, ranked list of personal, financial, and business actions to close the gap
The key questions we help you answer:
- How much is my business worth today?
- How much do I need to reach my financial goals?
- What are the biggest risks threatening my value right now?
- What actions will have the greatest impact in the next 90 days?
Deliverable:
A Prioritized Action Plan with clearly defined personal/financial actions and business actions, organized into 90-day implementation sprints.
Setting Priorities:
We follow a disciplined sequence to ensure you capture maximum value:
- De-Risk First — Address unplanned event exposure, insurance gaps, contingency planning, and operational backups before anything else
- Set Goals and Develop Strategy — Define the vision and build the roadmap
- Efficiency First — Tighten systems and operations before scaling
- Growth Second — Invest in expansion only on a solid foundation
Culture and Talent — Develop the team that will carry the business forward
Ready to Get Started?
At Genesis Wealth Planning, we guide business owners through the Value Acceleration Methodology with a personalized, team-based approach.
Our process begins with a comprehensive Business Valuation and Exit Readiness Assessment — giving you a clear, honest picture of where you stand and what the path forward looks like.
Contact us today to schedule your initial consultation.