Case Studies

Wealth Management & Financial Planning

Using RISR to Align Three Businesses Around Growth, Protection, and Exit Strategy

Wealth Management & Financial Planning

Using RISR to Turn Exit Planning Into a $6 Million Buy-Sell Solution

Wealth Management

Adding $30M in AUM by bringing clarity to a prospect's business valuation

Wealth Management & Exit Planning

From Distraction to Direction: Guiding a Business Owner’s Exit Strategy With RISR

Wealth Management & Financial Planning

Using RISR to clarify valuation and protect a $5 million chiropractic practice

Insurance & Financial Products

Using RISR to reveal planning gaps and utilize insurance as an asset-class

Insurance & Financial Products

Valuation report unlocks $40 million in insurance approvals

Wealth Management & Financial Planning

Critical Succession & Exit planning leads to $3.5m of new AUM & a $500k higher closing price for the business owner

Wealth Management & Financial Planning

Uncovering a $50M risk exposure with a client of 30 years

Succession & Exit Planning

Developing our client's succession plan unlocked a new relationship with their business partner