The toolkit for financial planning with business owners
The toolkit for financial planning with business owners
Seamless data capture
Seamless data capture
AI tax return reader,
AI tax return reader, QuickBooks integration, and digital fact finder
integration, and digital fact finder
Insights that matter
Business valuation estimates & Key factors
Personal & Business exit readiness assessments
Wealth gap & Goal valuation analysis
Succession & Exit priorities, timeline, and ideal path
Business risk assessment
Buy-sell arrangement status tracking
Insights that matter
Business valuation estimates & Key factors
Personal & Business exit readiness assessments
Wealth gap & Goal valuation analysis
Succession & Exit priorities, timeline, and ideal path
Business risk assessment
Buy-sell arrangement status tracking
Branded deliverables
Branded deliverables
Client-ready deliverables & Education material
Client-ready deliverables & Education material
Download sample RISR report
Download sample RISR report
Ready to become the business owner’s most trusted advisor?
Ready to become the business owner’s most trusted advisor?
Book a demo
Book a demo