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We want to help you keep your hard-earned money.


It’s quite a juggling act for closely-held business owners to know how best obtain the cash needed from their business in order to retire, without losing much of it to taxes, fees and commissions. Business owners also have many risks they need to manage as they begin to transition away from their involvement in the company. 

Rise's team of niche experts helps business owners create a simplified, tax-efficient exit strategy.  Specifically we help business owners with:

  • Informal Valuation Determination

  • Outline Stock Disposition Timeline

  • Key-Person Insurance

  • Coorindation with Legal Counsel for Legal Contracts

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