RISR and OnePoint BFG Wealth Partners Partner to Enhance Business Owner Planning for Financial Advisors
RISR, a leading business-owner engagement and planning platform for financial advisors, has announced a strategic partnership with OnePoint BFG Wealth Partners, a rapidly growing wealth management and financial planning firm overseeing more than $16 billion in client assets. The collaboration is designed to strengthen OnePoint BFG’s ability to serve entrepreneurs, privately held business owners, and family enterprises by equipping advisors with specialized technology that supports comprehensive business planning, succession strategies, valuation insights, and long-term wealth management.
The agreement enables OnePoint BFG to integrate the RISR platform across both its centralized financial planning team and advisor practices that specialize in working with business owners. By incorporating advanced planning technology into its advisory model, the firm aims to deepen client relationships, uncover additional planning opportunities, improve advisor efficiency, and support continued organic growth while delivering increasingly personalized advice.
The partnership also reflects a broader trend across the wealth management industry, where firms are investing in technology platforms capable of addressing the increasingly sophisticated needs of business-owning clients whose financial lives extend well beyond traditional investment management.
Meeting the Evolving Needs of Business Owners
Business owners represent one of the most important—and often most complex—client segments within the wealth management industry.
Unlike traditional individual investors, entrepreneurs frequently face financial decisions that span multiple areas simultaneously, including:
- Business valuation
- Succession planning
- Exit strategies
- Tax planning
- Estate planning
- Cash flow management
- Risk management
- Retirement preparation
- Employee ownership planning
- Family wealth transfer
These interconnected financial issues require advisors to possess specialized planning tools capable of evaluating both business and personal financial circumstances.
The RISR platform was developed specifically to help advisors address these unique planning requirements through a more integrated advisory approach.
Strategic Technology Investment
OnePoint BFG views technology as an essential component of delivering modern financial advice.
As wealth management continues evolving, firms increasingly recognize that technology can enhance—not replace—the personal relationships between advisors and clients.
Rather than simply automating administrative tasks, specialized planning platforms provide advisors with deeper analytical insights that support more informed recommendations.
Through its partnership with RISR, OnePoint BFG seeks to equip advisors with advanced planning capabilities that improve client engagement while identifying opportunities to strengthen long-term financial outcomes.
The firm’s leadership believes these investments will contribute to both improved client experiences and sustained business growth.
Expanding Advisory Capabilities Across the Firm
The agreement allows OnePoint BFG to deploy the RISR platform throughout multiple areas of its organization.
Implementation will extend across:
- Centralized planning teams
- Individual financial advisors
- Business owner specialists
- Entrepreneur-focused advisory practices
- Comprehensive wealth planning services
This broad implementation ensures that advisors throughout the organization can consistently incorporate business planning into client conversations.
By standardizing access to specialized planning resources, the firm aims to enhance service quality while improving collaboration among advisory teams.
Strengthening Client Relationships
One of the primary objectives of the partnership is to deepen advisor-client relationships.
Traditional wealth management conversations often concentrate primarily on investment portfolios, retirement savings, and asset allocation.
However, for business owners, the business itself frequently represents their largest financial asset.
Understanding the health, value, and future potential of that business becomes essential for developing comprehensive financial strategies.
RISR helps advisors facilitate more meaningful conversations by providing data-driven insights into the operational and financial characteristics of a client’s business.
These discussions frequently reveal planning opportunities extending well beyond conventional investment advice.
Addressing an Underserved Market
RISR founder and Chief Executive Officer Jason Early emphasized that business owners remain among the most underserved client groups within wealth management.
Although entrepreneurs often possess substantial wealth creation potential, many advisory firms have historically lacked specialized tools necessary to address their unique planning requirements.
Business owners typically require advice integrating multiple disciplines, including finance, taxation, legal planning, succession, and business operations.
By partnering with OnePoint BFG, RISR seeks to help advisors better engage this important client segment while supporting more comprehensive planning relationships.
Early also noted that OnePoint BFG’s longstanding commitment to personalized advice made the firm an ideal strategic partner.
Demographic Trends Create Growing Demand
Several demographic shifts continue increasing demand for sophisticated business owner planning.
According to industry estimates, more than half of employer-owned businesses in the United States are controlled by individuals aged 55 or older.
As these owners approach retirement, many begin evaluating succession options involving:
- Family transfers
- Third-party sales
- Employee ownership
- Private equity transactions
- Strategic acquisitions
- Business restructuring
Industry research also indicates that approximately 74 percent of business owners expect to sell or transfer ownership as they transition toward retirement.
These demographic trends suggest that millions of businesses may change ownership during the coming years.
Consequently, advisors increasingly require specialized expertise capable of supporting clients throughout these complex transitions.
Succession Planning Becomes Increasingly Important
Business succession planning represents one of the most challenging aspects of financial planning for entrepreneurs.
Unlike traditional retirement planning, business succession involves both personal financial objectives and operational continuity.
Effective succession planning typically addresses numerous considerations, including:
- Business valuation
- Ownership structure
- Tax implications
- Estate planning
- Management succession
- Family governance
- Liquidity needs
- Retirement income
Poorly planned transitions may reduce business value while creating unnecessary financial and operational risks.
RISR’s planning technology helps advisors identify potential issues early, allowing clients additional time to prepare for future ownership transitions.
Beyond Traditional Investment Management
The partnership reflects broader changes occurring throughout the wealth management profession.
Increasingly, clients expect advisors to provide guidance extending beyond investment selection.
Modern wealth management frequently includes advice involving:
- Financial planning
- Tax strategies
- Estate planning
- Insurance analysis
- Business consulting
- Philanthropic planning
- Retirement income
- Family wealth management
Business owners often require integrated advice connecting each of these areas.
By adopting specialized business planning technology, OnePoint BFG seeks to expand the scope of advisory conversations while delivering greater overall value.
How the RISR Platform Supports Advisors
RISR provides advisors with analytical tools that help evaluate important aspects of a client’s business.
The platform offers insights related to:
- Business valuation
- Growth opportunities
- Financial health
- Operational risks
- Succession readiness
- Long-term planning
These assessments allow advisors to better understand how business performance influences broader financial planning recommendations.
Rather than relying solely on historical financial statements, advisors gain structured insights supporting more proactive planning discussions.
Identifying Hidden Planning Opportunities
Many business owners focus primarily on operating their companies rather than regularly evaluating long-term strategic planning issues.
As a result, important financial opportunities may remain unaddressed.
RISR helps advisors identify planning areas that clients might otherwise overlook.
Potential opportunities include:
- Improving enterprise value
- Strengthening succession readiness
- Reducing operational risk
- Enhancing retirement preparedness
- Optimizing tax efficiency
- Protecting family wealth
Earlier identification of these issues provides greater flexibility for implementing appropriate financial strategies.
Supporting Organic Growth
For OnePoint BFG, the partnership also supports the firm’s long-term growth objectives.
Organic growth remains a central priority alongside strategic acquisitions.
Providing advisors with specialized planning resources enhances their ability to attract new clients while strengthening existing relationships.
Business owners frequently maintain extensive professional networks that generate referral opportunities.
By improving service capabilities for this client segment, the firm expects to increase client retention while expanding relationships through referrals and additional planning engagements.
Investing in Advisor Success
OnePoint BFG believes advisor success depends upon access to high-quality planning resources.
Technology investments therefore focus not simply on operational efficiency but also on enhancing advisors’ ability to deliver meaningful client outcomes.
The partnership reinforces the firm’s broader commitment to:
- Advisor education
- Planning excellence
- Technology innovation
- Client engagement
- Long-term relationship management
These investments create an environment where advisors can devote more time to strategic planning conversations while relying upon specialized analytical tools to support recommendations.
Leadership Emphasizes Comprehensive Planning
Andy Schwartz, Chief Executive Officer of OnePoint BFG, emphasized that exceptional planning remains central to the firm’s philosophy.
As client financial situations become increasingly sophisticated, advisors require more advanced planning capabilities.
According to Schwartz, continued investment in technology enables advisors to strengthen client relationships while delivering increasingly comprehensive guidance.
The firm’s objective extends beyond expanding assets under management.
Instead, OnePoint BFG seeks to establish itself as a trusted long-term advisor capable of supporting clients through every stage of business ownership and wealth creation.
Supporting Firm Expansion
OnePoint BFG continues pursuing growth through both organic expansion and strategic acquisitions.
As the organization grows, maintaining consistent planning quality across multiple advisory teams becomes increasingly important.
Standardized planning platforms help ensure advisors throughout the firm have access to the same analytical resources and planning methodologies.
This consistency enhances client experiences while supporting operational scalability.
RISR’s technology therefore becomes an important component of the firm’s long-term growth infrastructure.
Business Owner Planning as a Strategic Priority
The partnership highlights OnePoint BFG’s view that business owner planning will remain a significant driver of future growth.
Business owners often require ongoing advice throughout multiple stages of the business lifecycle, including:
- Business formation
- Growth financing
- Risk management
- Expansion
- Ownership transition
- Retirement planning
- Legacy planning
These long-term advisory relationships frequently create opportunities for broader wealth management engagement involving family members, business partners, and future generations.
Consequently, specialized planning capabilities may become an increasingly valuable competitive advantage for advisory firms.
The Future of Integrated Wealth Management
The collaboration between RISR and OnePoint BFG illustrates how wealth management continues evolving toward more integrated advisory models.
Rather than focusing exclusively on investment performance, firms increasingly emphasize comprehensive financial planning encompassing every aspect of clients’ financial lives.
For business owners, this holistic approach provides greater confidence that personal financial objectives remain aligned with business decisions.
Technology platforms like RISR help advisors deliver these integrated planning experiences while improving efficiency, consistency, and analytical depth.
The strategic partnership between RISR and OnePoint BFG Wealth Partners represents an important step toward enhancing comprehensive planning services for entrepreneurs and privately held business owners. By integrating RISR’s specialized business planning technology across its advisory platform, OnePoint BFG is strengthening its ability to deliver deeper insights into business valuation, succession readiness, growth opportunities, and long-term wealth planning. As demographic trends drive increasing demand for sophisticated business transition strategies, the collaboration positions both organizations to help advisors better serve one of the wealth management industry’s most valuable client segments. Through continued investment in technology, advisor capabilities, and holistic financial planning, the partnership aims to improve client outcomes while supporting sustainable long-term growth for both business owners and the advisory firm.
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