PHILADELPHIA, PA — RISR announced the launch of its enhanced financial planning platform, introducing the industry’s first financial planning-focused Succession & Exit Planning tool alongside expanded wealth planning, valuation, and risk insights aimed at simplifying business owner planning and making it more actionable.
The centerpiece of the upgrade is the Succession & Exit Planning module, designed to help financial advisors lead critical conversations with business owners about transitioning their companies. The tool allows advisors to assess an owner’s exit goals, readiness, timeline, and preferred strategies, then generate dynamic, client-ready deliverables that build trust well before and throughout a liquidity event.
The launch comes at a pivotal time, as 75% of the 34 million small businesses in the U.S. lack a formal succession plan, even though most owners expect to transition their companies within the next decade. For financial advisors, the platform represents an opportunity to proactively guide clients through these complex events.
“At a time when more advisors are stepping up to serve business owners in deeper, more meaningful ways, they need technology that doesn’t just inform, but lays out a path forward,” said Jason Early, founder and CEO of RISR. “Our platform gives advisors personalized, turnkey deliverables and insights that help them be the planning leader that business owners need—before, during, and after an exit.”
In addition to the succession tool, the platform includes new reporting and analytics capabilities to better integrate businesses into personal financial planning, including:
- Valuation reports with profit-and-loss and balance sheet analysis, industry benchmarks, and risk overlays
- Liquidity and amortization projections showing how sale proceeds support post-exit plans
- Customizable assumptions aligning liquidity potential with wealth management strategies
- Risk management reports addressing operational vulnerabilities and buy-sell arrangements
- Business wealth reports connecting enterprise value to retirement and estate objectives
“Succession and exit planning has long been treated as the domain of specialists,” said Alex Michaels, head of product at RISR. “But as more business owners turn to their financial advisor for guidance, it’s no longer optional for advisors to avoid the conversation.”
The upgrade, informed by direct advisor feedback, is available immediately to all existing users at no additional cost. Financial advisors and wealth managers say the enhancements strengthen their ability to deliver targeted, business-focused planning and better align financial advice with long-term client goals.
RISR said the enhancements reflect growing demand for technology-driven solutions that simplify business owner planning, deepen advisor-client relationships, and integrate enterprise value into comprehensive wealth strategies.
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