Leverage RISR to gather and analyze SMB data so your advice can shine.
Help your clients estimate the current value of their business based on their financial performance and operating practices.
Identify ways for clients to grow revenue and reduce costs to meet their profitability goals.
Score clients on key risks within their business with recommended mitigation actions that help them prepare for the future.
Present a list of recommended next steps across insurance, succession, estate, tax planning, and more to position your services.
Power organic growth with the must-have toolkit for advisors serving business owners.
Assess buy-sell arrangements and develop exit plans based on client succession goals.
Create informed plans for life after exit based on their legacy goals and valuation.
Show clients what their business needs to be worth to achieve their retirement goals.
Prepare your clients for the future based on their specific risk profile.
Optimize client tax plans using insights on their financials and operating practices.
Help them maintain operations or seize growth opportunities based on their capital needs.
