Case Studies

Wealth Management

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

Wealth Management & Financial Planning

Using RISR to Uncover Hidden Opportunities and Drive Significant AUM Growth

Wealth Management & Exit Planning

Using RISR to Drive CPA Engagement and Facilitate Exit Planning Conversations

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