Succession & Exit Planning
Build trust with business owners before they exit
Succession & Exit Planning
Build trust with business owners before they exit
Deliver a tangible Succession & Exit plan
Differentiate your practice with personalized succession & exit planning deliverables.
See a sample succession & exit report
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.
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
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
Estimate business liquidity potential and set exit timeline
Differentiate your practice with personalized succession & exit planning deliverables.
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.
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
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
Frequently asked questions
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?
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?