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

Industry

Wealth Management

Challenge

The owners of a manufacturing company needed help understanding their business value, improving it, and putting the right structures in place to support long-term succession, estate planning, and business continuity.

Results

By using RISR’s Insights Report to identify and act on value-improvement opportunities, Paul helped the owners strengthen the business, align planning decisions, and prepare for a successful $30 million sale, while expanding estate planning and advisory opportunities.

www.newedgewealth.com

"RISR gave us a clear, data-backed valuation that was instrumental in structuring a buy-sell agreement, helped the business owner gain confidence in their next steps, and led to an additional $30 million in AUM."

Paul Emrick

Principal @ NewEdge Advisors

About NewEdge Wealth

NewEdge Wealth is a wealth management business delivering best in class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office and institutional clients.

The Challenge

Paul was working with the owners of a Lehigh Valley–based manufacturing company to bring clarity, structure, and alignment to their business ahead of long-term succession and estate planning.

While the company was performing well, financial reporting lacked consistency, buy-sell agreements were outdated, and insurance coverage tied to ownership and estate planning was underfunded. The owners also lacked insight into what was driving and limiting the company’s value, making it difficult to plan confidently for an eventual exit.

The business had never aligned its financial reporting, legal agreements, and insurance coverage around a shared understanding of enterprise value. Buy-sell agreements were outdated, insurance funding was insufficient, and advisors were working independently rather than from a common framework. Without clarity into how these gaps affected value, planning decisions lacked confidence and cohesion.

The Solution

To engage the ownership group, Paul used RISR’s valuation and insights platform to generate a clear, data-backed Insights Report for the business.

Using the report, Paul identified specific opportunities to improve enterprise value by tightening financial reporting, addressing planning gaps, and aligning ownership structures. The insights helped highlight where changes to reporting, legal agreements, and protection strategies would have the greatest impact on value.

Paul used RISR’s structured and branded report to support updates to buy-sell agreements, justify insurance funding decisions, and coordinate planning across legal and insurance advisors.

With a clear understanding of both current value and improvement opportunities, Paul guided the owners through long-term succession and estate planning discussions, ensuring decisions were grounded in how business value could evolve over time.

The Results

By leveraging RISR’s insights to demonstrate expertise, Paul helped turn fragmented planning into a structured, value-driven strategy. He was able to position himself as a trusted advisor and deliver value to the business owner.

+$30 million in AUM secured after strengthening financial and valuation clarity

Identified gaps in coverage and updated buy-sell insurance agreements for the owners