Trusted Relationships Create Better Outcomes.
We believe every business owner’s legacy is best protected when their trusted advisors help lead the way. At Rise, we partner with a variety of advisors to deliver seamless, tax-efficient, and respectful succession strategies through our established ESOP.
Who We Collaborate With
1
Transaction & Legal Partners
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Corporate Attorneys
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ESOP Counsel
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Trustees & Fiduciaries
2
Financial & Valuation Experts
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Certified Public Accountants (CPAs)
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Wealth Managers & Financial Planners
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Valuation Professionals
3
Succession & Brokerage Partners
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Business Brokers
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Investment Bankers
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M&A Advisory Firms
Our Philosophy: Collaboration over Substitution
At Rise, we do not bypass the advisor. We believe the best transactions occur when a client’s long-term advisory team is fully integrated into the process.
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Preserve Relationships: We encourage owners to retain their trusted advisors during and after the transition.
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Shared Expertise: We bring specialized ESOP transactional expertise to the table, handling the complex ESOP structures so you can focus on maximizing tax advantages, wealth planning, and legal protections for your client.
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Frictionless Execution: By integrating your client into our existing ESOP (established in 1998), we eliminate the typical administrative friction, allowing you to deliver a successful exit with institutional-grade backing.
Referral Process
Initial Introduction
We meet with you (the advisor) first to understand the client's high-level goals, timeline, and whether an ESOP collective model is a potential fit.
