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Resources for Financial Planning with Business Owners

Tips and insights for financial advisors that want to grow with business owners

Guides for Engaging
Business Owners

Access best practices for providing financial planning, succession & exit planning, and risk management services to business owner clients.

The Encyclopedia of Business Insights

In-depth explanations of the most important insights advisors use to show work closely with business owners

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Business Valuation explained

Learn how to estimate and use the value of a client’s business.

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Using add-backs to normalize EBITDA

Normalized EBITDA is a key component to estimating the value of a client's business.

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Estimating a client's liquidity goals

Most business owner's don't have a clear understanding of how much liquidity they need from an exit to fund their life after exit.

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RISR User Guides
& Tutorials

Learn how to use RISR to work more deeply with your business owner clients

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How can I add business financial data?

Learn how to estimate and use the value of a client’s business.

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How to use the goal valuation calculator

Normalized EBITDA is a key component to estimating the value of a client's business.

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Estimating a client's liquidity goals

Most business owner's don't have a clear understanding of how much liquidity they need from an exit to fund their life after exit.

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