Risk Management
Help owners protect their most important asset.
Help owners protect their most important asset.
Assess buy-sell agreement and funding status
Help clients protect the value of their equity in the event of death, disability, or dispute
Assess buy-sell agreement and funding status
Help clients protect the value of their equity in the event of death, disability, or dispute
Uncover hidden business risks
Show clients where there may be unknown risks based on their unique business characteristics
Uncover hidden business risks
Show clients where there may be unknown risks based on their unique business characteristics
Show the impact of risks on valuation
Help owners understand how business risks are impacting their valuation
Show the impact of risks on valuation
Help owners understand how business risks are impacting their valuation
Empower owners with mitigation actions
Guide owners on how they can mitigate identified risks within their business
Empower owners with mitigation actions
Guide owners on how they can mitigate identified risks within their business
Deliver risk reports
Give clients a comprehensive picture of the risks within and surrounding their business
See a sample succession & exit report
Deliver risk reports
Give clients a comprehensive picture of the risks within and surrounding their business
See a sample succession & exit report
Assess buy-sell agreement and funding status
Help clients protect the value of their equity in the event of death, disability, or dispute
Uncover hidden business risks
Show clients where there may be unknown risks based on their unique business characteristics
Show the impact of risks on valuation
Help owners understand how business risks are impacting their valuation
Empower owners with mitigation actions
Guide owners on how they can mitigate identified risks within their business
Deliver risk reports
Give clients a comprehensive picture of the risks within and surrounding their business
Download sample business risk report
Frequently asked questions
Frequently asked questions
What business risks does RISR measure to help financial advisors engage business owners?
How does RISR account for risks when estimating business valuation?
How does RISR help advisors start life insurance conversations with business owners?
What information is included in the risk management deliverables advisors can generate for business owners using RISR?
What business risks does RISR measure to help financial advisors engage business owners?
How does RISR account for risks when estimating business valuation?
How does RISR help advisors start life insurance conversations with business owners?
What information is included in the risk management deliverables advisors can generate for business owners using RISR?