Unlock opportunity with deeper insights

Leverage RISR to gather and analyze SMB data so your advice can shine.

Deliver insights owners care about

Valuation Estimate

Help your clients estimate the current value of their business based on their financial performance and operating practices.

Growth Opportunities

Identify ways for clients to grow revenue and reduce costs to meet their profitability goals.

Risk Assessment

Score clients on key risks within their business with recommended mitigation actions that help them prepare for the future.

Beyond the Numbers

Present a list of recommended next steps across insurance, succession, estate, tax planning, and more to position your services.

Differentiate your practice.

Power organic growth with the must-have toolkit for advisors serving business owners.

Succession & Exit Planning

Assess buy-sell arrangements and develop exit plans based on client succession goals.

Estate & Legacy Planning

Create informed plans for life after exit based on their legacy goals and valuation.

Retirement Planning

Show clients what their business needs to be worth to achieve their retirement goals.

Insurance Coverage

Prepare your clients for the future based on their specific risk profile.

Tax Planning

Optimize client tax plans using insights on their financials and operating practices.

Capital & Liquidity Planning

Help them maintain operations or seize growth opportunities based on their capital needs.