Barron's Advisor Jason Early: How Top Advisors Win Business Owner Clients
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Mar 31, 2026 Jason Early, founder of Riser, builds wealth-tech to help advisors analyze and plan around clients' private businesses. He discusses how advisors can clarify business assets, act as the deal-team quarterback well before exits, and use opinionated tools to spark better conversations. He also covers timing for advising owners, prospecting strategies, and where tech should stop and advisor work begins.
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Business Is The Central Asset Advisors Overlook
- Financial advisors lack clarity when treating a private business as a single line item on a balance sheet.
- Jason Early built Riser to aggregate disparate business data and surface the business as the client's central asset for planning.
Start Exit Conversations Years Before A Deal
- Act as the financial quarterback years before an exit by asking owners what they truly want from a transaction.
- Guide priorities like legacy, continuity, and what the business must be worth to meet personal goals, not just chase top price.
Operating Business Owners Are High-Value Clients
- Business owners are great clients while operating, not just after liquidity events, because they present complex problems advisors can solve.
- Data shows 66% of millionaires and 90% of those above $30M are business owners, concentrating wealth in businesses.