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Wealth & Retirement Planning

Integrate business wealth into

financial plans

Integrate business wealth into

financial plans

Book a demo

Book a demo

See a sample Business Wealth Report

See a 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

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

Explore more features

Estimate client business valuation

Estimate client business valuation

Risk Management

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?

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Succession & Exit Planning

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Business Valuation

Wealth & Retirement Planning

Risk Management

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