RISR, a business owner engagement platform for financial advisors, announced an expanded relationship with Osaic, Inc., building on a collaboration that began in 2025. The expanded capabilities give Osaic’s more than 10,000 financial professionals access to specialized technology for business valuation, succession planning, exit strategies, and business risk management, allowing advisors to connect a client’s business wealth to their broader personal financial goals.
The expansion comes as research from the McKinsey Institute for Economic Mobility projects that an estimated 6 million small and midsize businesses will change hands by 2035 as owners retire, with more than 1 million of those businesses considered viable candidates for sale or employee ownership transition, representing approximately $5 trillion in enterprise value. RISR said its recently launched Document Summaries capability uses AI to analyze key planning documents, helping advisors identify risks and deliver guidance more efficiently than has traditionally been possible. Advisors within the Osaic network can access RISR directly through their existing Osaic relationship at preferred subscription pricing.
KEY QUOTES:
“As demand for sophisticated business owner planning continues to grow, it’s critical that our advisors have access to the tools and resources needed to serve clients with confidence. RISR helps our financial professionals uncover opportunities more efficiently and engage clients in deeper conversations around long-term wealth planning.”
Jerry Schreck, Senior Vice President, Advisor Education and Training, Osaic
“Business owners face planning challenges that go far beyond investments and retirement accounts. RISR helps me bring clarity to one of the most important questions they have: what is my business worth today, and how can I increase that value over time? The insights the software provides allow me to guide more strategic conversations around growth, succession and exit planning so clients can move forward with confidence.”
Amanda Bussa, Managing Partner, Bussa Financial Partners
