Wealth & Retirement Planning
Integrate business wealth into
financial plans
Integrate business wealth into
financial plans
Estimate business liquidity potential
Model net proceeds at exit given the client’s ownership percentage and taxes & fees
Estimate business liquidity potential
Model net proceeds at exit given the client’s ownership percentage and taxes & fees
Identify goal valuation
Estimate what the business needs to be worth to fund the client’s long-term financial plan
Identify goal valuation
Estimate what the business needs to be worth to fund the client’s long-term financial plan
Align business metrics with personal goals
Surface how much the business needs to grow to reach the owner’s goal valuation
Align business metrics with personal goals
Surface how much the business needs to grow to reach the owner’s goal valuation
Deliver a business wealth blueprint
Deliver a branded report that shows clients exactly how their business fits into their financial plan
Download sample business wealth report
Deliver a business wealth blueprint
Deliver a branded report that shows clients exactly how their business fits into their financial plan
Download sample business wealth report
Estimate business liquidity potential
Model net proceeds at exit given the client’s ownership percentage and taxes & fees
Identify goal valuation
Estimate what the business needs to be worth to fund the client’s long-term financial plan
Align business metrics with personal goals
Surface how much the business needs to grow to reach the owner’s goal valuation
Deliver a business wealth blueprint
Deliver a branded report that shows clients exactly how their business fits into their financial plan
Download sample business wealth report
"Clarity is paramount for business owners, and RISR finally gives us the tools to deliver it with confidence."
Kyle James
Managing Director
"Clarity is paramount for business owners, and RISR finally gives us the tools to deliver it with confidence."
Kyle James
Managing Director
Frequently asked questions
Frequently asked questions
What information is included in the business wealth report advisors can generate for business owners using RISR?
How does RISR make it easy to integrate the business more deeply into client financial plans?
What is the “goal valuation” RISR provides?
How does RISR make it easy to align a client’s personal financial goals with their business goals?
What information is included in the business wealth report advisors can generate for business owners using RISR?
How does RISR make it easy to integrate the business more deeply into client financial plans?
What is the “goal valuation” RISR provides?
How does RISR make it easy to align a client’s personal financial goals with their business goals?