Cory Siegfried, Chief Customer Officer, and Alex Michaels, Head of Product, walk through two example businesses, from uploading an operating agreement to reviewing a full set of buy-sell and insurance documents.
Webinar replay · October 27, 2026 · 45 minutes
The buy-sell document analyzer
Learn how to turn client documents into clear conversations about business ownership risk.
Run a sample case in your RISR account
Open a business with a completed valuation in your RISR account, then select Risk Management. Under Equity protection assessment, select + Add document to upload your sample risk documents.
Practice with example agreements and insurance documents.
Download sample risk documents for testingZIP · 4 PDFs
Buy-sell success stories
See how advisors are utilizing RISR's buy-sell capabilities to better serve business owner clients
Using RISR to clarify valuation and protect a $5 million chiropractic practice
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Using RISR to turn exit planning into a $6 million buy-sell solution
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Adding $30M in AUM by bringing clarity to a prospect's business valuation
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Turning stalled outreach into $28,000 in new premium
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Using RISR to align three businesses around growth, protection, and exit strategy
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