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Owning a business creates financial complexity that most advisors have only read about. At GenWealth, John and Janet have personally navigated every decision you are facing, from compensation structure to what happens the day you decide to step away.
Schedule Your Intro CallJohn Shrewsbury and Janet Walker have owned and operated GenWealth for over 20 years. That means they have sat at the same table you are sitting at right now, making decisions about owner compensation, entity structure, and how to build personal wealth when most of your net worth is tied up in the business you run every day.
They do not advise from a textbook. They advise from two decades of firsthand experience, which means they understand what you are actually up against and what it takes to protect what you have built.
Most business owners exit on someone else's timeline. Knowing your number, structuring the transfer, and identifying the right successor takes years of preparation, not months.
Generational transfer is rarely just a financial decision. The right structure protects your family from estate taxes, business disputes, and the erosion of what took decades to build.
A business is not a pension. Building personal wealth alongside your company, through the right retirement vehicles and investment strategy, is what creates real financial independence.
We help you determine when to leave, what your business is worth, and how to structure a transition that protects your financial interests and your team. Whether you are selling to an outside buyer, passing to a family member, or transitioning to key employees, the plan starts long before the day you sign.
Your estate is larger and more complex than most advisors assume. We work with business owners to structure ownership and beneficiary designations that minimize estate taxes and ensure your wealth transfers cleanly to the people you choose, on your terms.
A SEP-IRA or Solo 401(k) is just the beginning. We help you build a retirement strategy that works alongside your business, so your personal financial security does not depend entirely on a successful exit or a favorable sale price.
John has co-owned and operated GenWealth for over 20 years. In that time, he has helped hundreds of business owners navigate the financial transitions that define their legacy. He understands the weight of decisions about owner compensation, succession, and retirement because he has made those same decisions in running his own firm.
Janet brings over 20 years of business ownership to every client conversation. Having built GenWealth from the ground up alongside John, she has a firsthand understanding of how business ownership intersects with personal wealth, estate planning, and the future you are working to protect.
Whether you are thinking about an exit in two years or twenty, the planning starts today. Let's have a real conversation about your business, your goals, and what a sound plan actually looks like.
Schedule Your Intro Call