GVA is thrilled to partner with RiSR to provide this powerful tool to our advisors. RiSR provides the ability for financial advisors to efficiently and accurately analyze and provide data to your small to medium business owner (SMB) clients. 65% of small business owners don’t have an advisor helping them impact revenue growth, profitability, and risk management.



RiSR empowers the business owners most trusted advisor to deliver insights that SMB owners care about most. Being able to deliver these insights differentiates your practice giving you an advantage over your competition. You can use RiSR to provide the following information to your SMB owner clients:

• Valuation Estimate – Help your clients estimate the current value of their business based on their financial performance and operating practices.
• Growth Opportunities – Identify ways for clients to grow revenue and reduce costs to meet their profitability goals.
• Risk Assessment – Score clients on key risks within their business with recommended mitigation actions that help them prepare for the future.
• Beyond the Numbers – Present a list of recommended next steps across insurance, succession, estate, tax planning, and more to position your services.

Interested in obtaining a RiSR account ($50/month for GVA advisors)? Please contact the GVA Marketing Team to learn more: marketing@greatvalleyadvisors.com

RiSR will whitelabel the following video for you to share with your clients. Simply provide a high res file of your DBA logo and RiSR will take care of the rest!