Build deeper relationships with business owners across wealth, risk, exit, and tax planning.
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Nearly 60% of all private business owners are 50+ years old with many set to retire, sell, or transition out of their business over the next decade.
Over $7.9T of private business value will transition from retiring owners over that time.
Don’t miss the largest wealth transfer ever.
Access the talking points you need to give great advice.
Clients link their QuickBooks or upload tax documents and our AI engine captures, organizes, and analyzes their data for you.
Clients get a list of recommended next steps across insurance, succession, estate, tax planning, and more to inspire conversations that matter.
Help owners optimize their decisions with insights based on their valuation, growth opportunities, key risks, exit goals, and more.
Invite clients to link their QuickBooks or upload their tax documents to our AI engine
Provide detailed insights that make an impact for owners across growth and risk mitigation
Deepen your relationships by helping clients protect and plan for the future.
“Our firm is laser focused on organic growth and serving business owners as one of our niches. RISR powers both, and truly differentiates us in the market.”
“I come from a family-owned business. As an advisor to businesses, I know how critical information is to decision-making for SMBs. RISR positions us perfectly to provide best-in-class advice. ”
“I am always looking for ways to broaden my scope and transition clients to an advisory relationship. RISR is my secret weapon fordoing so.”
"RISR wins us more business than any advisor tool ever has in the past”
