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Succession & Exit Planning
Turning stalled outreach into $28,000 in new premium
From Valuation to Action: Helping Business Owners Make Confident Exit Decisions
Adding $30M in AUM by bringing clarity to a prospect's business valuation
Using RISR to clarify valuation and protect a $5 million chiropractic practice
Using RISR to reveal planning gaps and utilize insurance as an asset-class
Valuation report unlocks $40 million in insurance approvals
Critical Succession & Exit planning leads to $3.5m of new AUM & a $500k higher closing price for the business owner
Uncovering a $50M risk exposure with a client of 30 years
Developing our client's succession plan unlocked a new relationship with their business partner
From Distraction to Direction: Guiding a Business Owner’s Exit Strategy With RISR
Using RISR to Drive CPA Engagement and Facilitate Exit Planning Conversations
Using RISR to Scale Centralized Planning and Enable Advisor-Led Business Owner Conversations
Using RISR to Turn Exit Planning Into a $6 Million Buy-Sell Solution
Using RISR to Uncover Hidden Opportunities and Drive Significant AUM Growth
From First Engagement to $3M in AUM: Turning a Valuation into a Client Win
Using RISR to Align Three Businesses Around Growth, Protection, and Exit Strategy
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