How is an Insights Report generated?

When creating an Insights Report, RISR considers the business owner’s financial components and user-generated answers for modeling. We need at least one year of financial results to generate a business valuation.

Insights are generated from the financial data and answers provided by the user, and point out key considerations such as business owner and/or key person dependency, vendor diversification risk, client concentration risk, and more. Each Insights Report also highlights growth opportunities and best practices, key risks and recommended mitigation, and additional “beyond the numbers” considerations to help clients make more informed decisions for life after retirement.