PHILADELPHIA, PA — RISR has announced a strategic partnership with The American College of Financial Services, the nation’s largest nonprofit educational institution specializing in financial services. The collaboration aims to enhance support for financial advisors guiding business owners through critical transitions, by blending specialized education with advanced technological tools.
The partnership integrates The College’s Business Succession Planning Certificate Program with RISR’s expertise in technology-driven insights. Advisors who complete the program will gain complimentary access to a RISR business insights report, a comprehensive resource designed to assess valuation, risks, and growth opportunities for business owner clients. This pairing enables advisors to translate educational learnings into impactful, real-world results.
“Advisors working with business owners are in a unique position to influence outcomes that directly impact retirement, legacy, and generational wealth,” said Jason Early, founder and CEO of RISR. “This partnership with The American College of Financial Services puts the right resources in their hands—specialized education and technology-enabled insights—so they can step confidently into their role as planning leaders during critical transition moments.”
The need for business succession expertise is urgent. More than 70% of privately held businesses are expected to change ownership in the next decade, yet the majority of business owners are unprepared for the transition. The partnership addresses this gap, empowering advisors to guide their clients effectively through ownership changes that carry long-term financial consequences.
“Knowledge without action leaves potential on the table,” noted Jared Trexler, senior vice president and chief marketing and strategy officer at The American College. “This partnership bridges education and execution, arming advisors with the requisite tools to meet rising market demand for business planning and succession guidance.”
By blending education with actionable insights, the collaboration sets a new standard in business succession planning, equipping advisors with the knowledge and tools they need to drive meaningful outcomes for their clients.
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