Resource: Life Planning with Your Business presentation

The "Life Planning with Your Business" presentation is a valuable resource designed to help you engage business owner clients in meaningful conversations about aligning their business performance with personal and financial goals. It serves as both a conversation starter and a tool for guiding clients through key areas such as optimizing cash flow, understanding their business valuation, mitigating risks, and planning for a successful exit. By addressing critical questions like “What is my business worth today?” and “What does my ideal exit look like?” you can provide actionable insights that drive clarity and confidence for your clients.

This presentation can be used during client meetings, as part of your marketing efforts to attract new business, or in workshops to showcase your expertise. It integrates seamlessly with RISR’s Insights Reports, allowing you to reference key metrics like Dream Valuation and Risk Assessments to deepen your conversations. Whether you’re helping clients estimate their valuation, identify growth opportunities, or secure their equity value, this presentation is a professional and effective way to support your clients in planning for their future.