Major platform upgrade introduces first-of-its-kind Succession & Exit Planning tool, enhanced valuation and risk reports and deeper integration into advisor-led financial planning

RISR, the engagement platform built to power financial planning with business owners, today announced the launch of its newly enhanced platform—a major upgrade that introduces the industry’s first financial planning-focused Succession & Exit Planning tool, along with enhanced wealth planning, valuation and risk insights designed to make business owner planning more simple, personal and actionable.

At the heart of the enhanced platform is the Succession & Exit Planning tool, a first-of-its-kind resource that helps advisors initiate and lead critical conversations about business transitions. It enables advisors to assess an owner’s exit goals, ideal timeline, readiness and preferred paths, then generate a dynamic, client-ready deliverable that positions advisors to build trust well in advance and throughout a liquidity event.

This new capability comes at a time when succession planning is an urgent need among business owners, with most lacking the guidance to move forward. Of these 34 million small businesses in the U.S., an estimated 75% lack a formal succession plan—even though a vast majority plan to transition their business within the next decade. For financial advisors, this represents a sizable opportunity to build trust ahead of meaningful liquidity 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 chief executive officer 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 & Exit Planning module, the platform enhancements introduce expanded insights and updated reports that make it easier to integrate businesses into personal planning. Advisors will now have access to:

• A new valuation report with profit-and-loss and balance sheet analysis, industry benchmarks and valuation risk overlays
• Liquidity and amortization projections showing how net proceeds from a sale support post-exit financial plans
• Customizable assumptions that align business liquidity potential with existing wealth management models
• A comprehensive risk management report highlighting operational risks and buy-sell arrangement status
• A business wealth report connecting business value to retirement and estate planning 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.”

All existing users will receive the upgrade automatically, with no changes to pricing or onboarding requirements. The newest version of RISR was built based on direct advisor feedback and reflects growing demand for business-focused financial planning.

“Our commitment to innovation drives us to leverage cutting-edge technology, such as RISR, keeping us ahead in a competitive industry,” said Paul Emrick, principal at NewEdge Wealth. “The latest version of RISR enhances our team’s ability to offer even more targeted guidance on succession and exit planning, helping us better align advice with our clients’ long-term goals.”

By delivering clearer insights, deliverables and stronger business to personal planning connections, the newly enhanced platform helps advisors lead with confidence, deepen relationships and stand out in a competitive market—while helping clients understand how their most important asset fits into their life plans.

For more information or to schedule a demo, visit risr.com.

About RISR

Founded in 2024 and backed by financial industry veterans, RISR is a first-of-its-kind engagement platform designed to empower advisors and the business owners they serve. By providing deep insights into valuation, liquidity potential, succession & exit paths, and risks, RISR helps advisors deliver more impactful advice. Its platform supports succession and exit planning, estate and legacy planning, retirement planning, insurance coverage, tax planning, and capital and liquidity planning. RISR is committed to powering financial planning with business owners to unlock growth for advisors and ensure the success of private business owners. For more information, please follow RISR on LinkedIn or visit risr.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250904273644/en/