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Succession & Exit Planning

Build trust with business owners before they exit

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View sample Succession & Exit Plan

View sample deliverable

Deliver a tangible Succession & Exit plan

Differentiate your practice with personalized succession & exit planning deliverables.

See a sample succession & exit report

Compare exit paths based on client priorities

Clarify what’s most important to each client during a future exit. Identify exit paths that align with their goals.

Provide exit readiness score and next best actions

Show clients and prospects how ready they are for exit and equip them with next best action items

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Estimate business liquidity potential and set exit timeline

Differentiate your practice with personalized succession & exit planning deliverables.

Deliver a tangible Succession & Exit plan

Differentiate your practice with personalized succession & exit planning deliverables.

See a sample succession & exit report

Estimate business liquidity potential and set exit timeline

Model net proceed potential at exit and estimate the timeline to a future exit

Compare exit paths based on client priorities

Clarify what’s most important to each client during a future exit. Identify exit paths that align with their goals.

Assess exit readiness and surface next best actions

Show clients and prospects how ready they are for exit and equip them with next best action items

Book a demo

View Case Study

Critical succession and exit planning leads to $3.5m of new AUM and a $500k higher closing price for the client

Thomas Brown

Partner

James Werner

Partner

View Case Study

Critical succession and exit planning leads to $3.5m of new AUM and a $500k higher closing price for the client

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Estimate client business valuation

Client-ready Deliverables

Frequently asked questions

What tools does RISR provide to help financial advisors provide succession & exit services to business owners?

Why is it so important for financial advisors to provide succession & exit planning services?

Do advisors need a certification or designation to provide business owners with succession & exit planning services?

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