From First Engagement to $3M in AUM: Turning a Valuation into a Client Win

Industry

Wealth Management

Challenge

Josh Hill, an advisor with Hillside Partners, was working with a prospective client who had been seeking a business valuation but wasn’t getting clear answers. Without a structured framework, prior conversations remained incomplete, limiting Josh’s ability to differentiate and fully engage the opportunity.

Results

Drove approximately $3 million in new AUM.

hillside-wealth.com

"RISR gave us a way to show value immediately. What started as a simple valuation turned into a much deeper client relationship."

Josh Hill

Founder @ Hillside Wealth

About Hillside Wealth

Hillside Partners is a wealth management firm affiliated with Integrated Partners, delivering comprehensive financial planning through a collaborative, team-based approach. The firm combines personalized advice with integrated investment, tax, and planning resources to help clients achieve long-term financial goals.

The Challenge

Josh Hill was transitioning a client relationship from his previous firm while the client was preparing for a potential business sale.

As she evaluated whether to stay with her existing advisor or move forward with Josh, using RISR to help frame the upcoming sale became the defining factor. Her prior experience had not provided clear valuation guidance or a structured framework to navigate the process.

Without a defensible view of value, it was difficult to assess offers, understand timing, or connect the business to her broader financial plan.

Josh needed to demonstrate a more comprehensive, valuation-driven approach—one that could provide immediate clarity and confidence at a critical decision point.

The Solution

Josh introduced RISR early in the transition, using it to deliver a clear, data-backed valuation that anchored the conversation.

This immediately differentiated his approach. Instead of general guidance, the client received a tangible, defensible view of her business value and how it connected to the sale and her broader financial plan.

The valuation gave the client confidence to engage in offer discussions and provided a framework for evaluating outcomes. At the same time, it positioned Josh and his team as a more capable partner, bringing structure, insight, and coordination to a critical moment.

RISR became the catalyst that turned a potential transition into a committed client relationship and generated immediate value and new AUM.

The Results

RISR helped Josh convert a stalled opportunity into a high-value client relationship:

Won the client relationship and delivered the valuation she had been seeking

Uncovered additional assets and expanded the scope of planning