RISR has entered into a partnership with OnePoint BFG Wealth Partners to provide the wealth advisory firm with specialized technology designed to help financial advisors better serve entrepreneurs and privately held business owners.
OnePoint BFG manages more than $16 billion in assets and plans to deploy the RISR platform across its centralized financial planning function and individual advisor teams. The firm expects the technology to support more comprehensive planning conversations, strengthen client relationships, uncover additional advisory opportunities, and contribute to continued organic growth.
Business owners often face financial planning needs that extend well beyond traditional investment management. These considerations can include business valuation, succession planning, retirement preparation, estate and legacy planning, tax strategies, insurance coverage, liquidity management, and the eventual sale or transfer of a company.
The need for these services is increasing as a large portion of the business-owner population approaches retirement. More than half of U.S. employer businesses are owned by people age 55 or older, and 74% of those owners expect to sell or transfer their companies as they near retirement.
However, many owners have not completed the detailed preparation needed to maximize their companies’ value, reduce transition risks, or coordinate the business with their broader personal financial plans. This creates an opportunity for financial advisors that can deliver specialized business-owner planning alongside wealth management services.
RISR’s platform helps advisors evaluate the financial condition and estimated value of a client’s business. It also provides insights into potential growth opportunities, operational and financial risks, and the company’s readiness for a future succession or exit.
These capabilities can give advisors a more complete understanding of a business owner’s financial situation, particularly when a significant portion of the client’s net worth is concentrated in the company. Advisors can then use the findings to guide more meaningful discussions and identify actions that may strengthen the business ahead of a sale, transfer, or retirement.
For OnePoint BFG, the partnership is part of a broader investment in technology and centralized planning resources that help advisors address increasingly complex client needs. The firm is expanding through a combination of organic growth and strategic acquisitions and considers business-owner planning an important component of its long-term strategy.
By giving its advisors access to RISR, OnePoint BFG aims to create a more scalable and consistent process for serving entrepreneurs across its organization. The platform may also help advisors identify planning needs earlier in a client relationship and coordinate business-related decisions with personal investment, estate, insurance, and retirement strategies.
Founded in 2024 and backed by financial industry veterans, RISR provides an engagement and planning platform for financial advisors working with business owners. The platform supports business valuation, growth analysis, risk assessment, succession and exit planning, estate and legacy planning, retirement planning, insurance reviews, tax planning, and capital and liquidity planning.
KEY QUOTES:
“Business owners are one of the most complex and underserved client segments in wealth management. OnePoint BFG has a reputation for delivering highly personalized advice and investing in the tools advisors need to succeed. We’re excited to partner with a firm that recognizes the tremendous opportunity to serve business owners, and together we’re committed to helping advisors engage these clients more effectively.”
Jason Early, Founder and Chief Executive Officer of RISR
“We’ve always believed that exceptional planning drives exceptional outcomes. As we continue to grow, we’re investing in technology that helps our advisors deepen client relationships and address increasingly complex planning needs. We remain focused on helping advisors deliver a more comprehensive planning experience while creating a stronger foundation for future growth.”
Andy Schwartz, Chief Executive Officer of OnePoint BFG
