Grow your advisory practice with business owners
Grow your advisory practice with business owners
Show owners how their most important asset fits into their financial plans
Show owners how their most important asset fits into their financial plans
Book a demo
Book a demo
Business Valuation
Wealth & Retirement
Succession & Exit
Risk Management
Estimate business valuation in minutes
Show owners how their business fits into their personal financial plan
Build trust before the exit without becoming a specialist
Uncover hidden risks to help owners protect their business wealth
Estimate business valuation in minutes
Show owners how their business fits into their personal financial plan
Build trust before the exit without becoming a specialist
Uncover hidden risks to help owners protect their business wealth
Estimate business valuation in minutes
Show owners how their business fits into their personal financial plan
Build trust before the exit without becoming a specialist
Uncover hidden risks to help owners protect their business wealth
Estimate business valuation in minutes
Show owners how their business fits into their personal financial plan
Build trust before the exit without becoming a specialist
Uncover hidden risks to help owners protect their business wealth
What brought you here
What brought you here
Business owners are a massive opportunity. You don’t need to reinvent your practice to build deeper trust with them –
you need better tools.
Business owners are a massive opportunity. You don’t need to reinvent your practice to build deeper trust with them –
you need better tools.
The toolkit for financial planning with business owners
The toolkit for financial planning with business owners
AI data capture
Clients want easy. RISR makes capturing business data seamless.
Extract tax return data
AI data capture
Clients want easy. RISR makes capturing business data seamless.
Extract tax return data
Insights that matter
Get the talking points you need to give great advice.
Insights that matter
Get the talking points you need to give great advice.
Client ready deliverables
Generate branded reports to deliver immediate and tangible value.
Client ready deliverables
Generate branded reports to deliver immediate and tangible value.
Clarity is paramount for business owners. RISR finally gives us the tools to deliver it with confidence.
Clarity is paramount for business owners. RISR finally gives us the tools to deliver it with confidence.
– Kyle James, Managing Director at Modern Wealth Management
– Kyle James, Managing Director at Modern Wealth Management
RISR helps us turn complex valuation, wealth, and succession data into clear, actionable guidance for business owners.
RISR helps us turn complex valuation, wealth, and succession data into clear, actionable guidance for business owners.
– Michael Dolezal, Managing Director Partner at North Point Advisor Group
– Michael Dolezal, Managing Director Partner at North Point Advisor Group
Developing our client's succession plan unlocked a new relationship with their business partner
Developing our client's succession plan unlocked a new relationship with their business partner
Owners need trusted advice
Owners need trusted advice
of business owners don’t have a financial advisor
of business owners don’t have a financial advisor
of business owners don't have a written succession plan
of business owners don't have a written succession plan
higher average revenue per client for advisors that focus on business owners
higher average revenue per client for advisors that focus on business owners
Frequently asked questions
Frequently asked questions
Do I need to have technical or specialist knowledge to use RISR?
What type of professionals is RISR for?
What tools does RISR offer?
How is RISR more than a business valuation tool?
What do clients experience with RISR?
How does RISR help with prospecting me business owners?
Do I need to have technical or specialist knowledge to use RISR?
What type of professionals is RISR for?
What tools does RISR offer?
How is RISR more than a business valuation tool?
What do clients experience with RISR?
How does RISR help with prospecting me business owners?
Ready to become the business owner’s most trusted advisor?
Ready to become the business owner’s most trusted advisor?
Book a demo
Book a demo