--- title: "Advising Business Owners: Why SMBs are an Industry Goldmine" description: Unlock the goldmine of advising SMB owners—help them turn business value into wealth and retirement, while growing your advisory firm’s future revenue. image: https://www.inter-val.ai/hubfs/Advising%20Business%20Owners.png --- [Skip to content](https://www.inter-val.ai/insights/advising-business-owners-why-smbs-are-an-industry-goldmine#main-content) [![interVal](https://www.inter-val.ai/hs-fs/hubfs/interVal.png?width=1800&height=414&name=interVal.png) ![interVal](https://www.inter-val.ai/hs-fs/hubfs/interVal.png?width=1800&height=414&name=interVal.png) ](https://www.inter-val.ai) [ Login ](https://app.inter-val.ai/login?_gl=1*lkj76a*_gcl_au*MTc2MjYzNDM0Ny4xNzUzMjg5NDcx*_ga*Mjg5NDAwNjgwLjE3Mjk3ODk2NDU.*_ga_265DVWJ3J6*czE3NTk1MTU5MjgkbzI3NCRnMSR0MTc1OTUxNzA2MCRqNTkkbDAkaDA.) - [Solutions ](https://www.inter-val.ai/insights/advising-business-owners-why-smbs-are-an-industry-goldmine#) - [Wealth ](https://www.inter-val.ai/wealth-management-firms) - [Accounting ](https://www.inter-val.ai/accounting-firms) - [Banking ](https://www.inter-val.ai/banks) - [Personal Tax ](https://www.inter-val.ai/personal-tax) - [Insights ](https://www.inter-val.ai/insights) - [Company ](https://www.inter-val.ai/company) - [Book a Demo ](https://www.inter-val.ai/get-started) ###### 3 min read # Advising Business Owners: Why SMBs are an Industry Goldmine By: [ Matt Beecher ](https://www.inter-val.ai/insights/author/matt-beecher) Mar 4, 2025 11:39:40 AM [Insight](https://www.inter-val.ai/insights/tag/insight) [For Wealth Firms](https://www.inter-val.ai/insights/tag/for-wealth-firms) ![Featured Image](https://www.inter-val.ai/hubfs/Advising%20Business%20Owners.png) As seen in [WealthTender](https://wealthtender.com/advisors/practice-management/advising-business-owners-why-smbs-are-an-industry-goldmine/) ![WealthTender](https://www.inter-val.ai/hubfs/WealthTender.svg) Helping business owners turn their business value into retirement realization is more than just a feel-good goal. Business owners are often high earners whose wealth exists within their biggest asset: their business.  It’s easy to be focused on wealth that exists right now. The clients with the money are the ones willing to pay more, right? That math seems to make sense, until you consider the [“HENRY”s (High Earners, Not Rich Yet).](https://wealthtender.com/insights/financial-planning/henrys-high-earners-not-rich-yet/) Business owners are perfect HENRYs, and an often overlooked opportunity for wealth advisors who are only focused on current revenue. Building out long-term potential with your clients allows you to take your high-growth “B” clients and nurture them into your next “A” client — before they look for a different wealth advisor at the precipice of their impending wealth liquidity.  To small and medium business owners, their business is more than just an income stream, it is their retirement plan, their life’s work, their best ideas, and their safety net. Wealth managers play a role in the health and success of business owners due to their positioning to help guide them towards growth, scaleability, and ultimately, an [exit plan](https://wealthtender.com/insights/exit-planning/). Whether through M&A, succession, or other wealth transfer plans, wealth managers and business owner clients both win when working together. With the [Great Wealth Transfer](https://wealthtender.com/insights/do-rich-people-plan-to-transfer-wealth-to-their-heirs/) upon us, now is the time to build these lasting relationships.  That’s the why, but here’s the how: 1. Talk about the future The more you know, the more you can grow. Focus on what’s ahead, including goal and expectation setting. When clients experience forward-thinking advisory, they understand that their growth is a mutual goal. Tying yourself to their future of success is key to client retention.  2. Bring new data and insights Provide strong storylines and data-backed suggestions that [help business owners](https://wealthtender.com/insights/investing/what-value-can-a-financial-advisor-bring-to-your-small-business/) understand the “why” behind different advisory decisions. Showcasing trustworthy data to paint the picture of how and why their wealth should be managed in a certain way will help with friction and enhance the chances of genuine success. 3. Gather feedback Sometimes asking for feedback can feel awkward, but it is imperative for growth. Whether you choose to do this in 1:1 conversations or something less “personal” like surveys, feedback is valuable. Iterate your strategy as you learn. [![Ready to Evolve Your Firm?](https://no-cache.hubspot.com/cta/default/43604078/interactive-188489221758.png) ](https://www.inter-val.ai/hs/cta/wi/redirect?encryptedPayload=AVxigLKrvfl2Od%2BO16VqTsu40080I5Id8NFcVx7i8%2FuVZ0%2Bn1czX94QRwLQ2Q0dodLU3PBYSUX4vKaClCkJ8fFXptmMfZsR2vQEZohtQQJSm9mxCaATiUvxuPqmYjrMl68Gha3NDnvvLkPCGKZ4JCxDGP7D3eIhxtEKgoOo4RiXj8n1DqGZdqGh7dRwq0C0M&webInteractiveContentId=188489221758&portalId=43604078) 4. Stay innovative Tech and AI are everywhere in this industry, and it can be hard to know where to start. Review your tech stack often, and stay ahead of the curve by onboarding technology that helps with time constraints, data insights, process automation, etc. Without an innovative attitude, you’re bound to outgrow the trajectory of the industry. The bottom line Becoming the quarterback advisor to business owners puts you in their corner for eventual M&A, succession, or other wealth transfer plans. Regardless of each SMB’s long-term goals, [helping them grow their business effectively ](https://www.inter-val.ai/wealth-management-firms)will also grow your wallet share as an advisor, because when their largest asset becomes liquid, you get to help them invest it. * Author: Matt Beecher* - [Tweet](https://twitter.com/share) ## [The Myth of the “Trusted Advisor”: Why Most Business Owners Are Still on Their Own](https://www.inter-val.ai/insights/the-myth-of-the-trusted-advisor) If you run a business, chances are you’ve got a few people in your corner—an accountant, a wealth... ## [Too Many Tools, Too Little Time](https://www.inter-val.ai/insights/too-many-tools-too-little-time) In Customer Success, I spend a lot of time talking with advisors and firm leaders about the... ## [The Next Decade of Advisor Growth Will Be Business-Owner Led](https://www.inter-val.ai/insights/the-next-decade-of-advisor-growth-will-be-business-owner-led) The next wave of growth in wealth management isn’t hiding in portfolios—it’s locked inside... ##### Solutions Solutions - [Wealth](https://www.inter-val.ai/wealth-management-firms) - [Banks](https://www.inter-val.ai/banks) - [Accounting](https://www.inter-val.ai/accounting-firms) - [Personal Tax](https://www.inter-val.ai/personal-tax) ##### Company Company - [Our Story](https://www.inter-val.ai/company#ourStory) - [Culture](https://www.inter-val.ai/company#ourCulture) - [Careers](https://www.inter-val.ai/company#ourCareers) - [Media](https://www.inter-val.ai/media) ##### Resources Resources - [Insights](https://www.inter-val.ai/insights) - [Terms of Service](https://www.inter-val.ai/policies/end-user-terms-of-service) - [Privacy](https://www.inter-val.ai/policies/end-user-terms-of-service#privacy-policy) - [Security](https://www.inter-val.ai/policies/security) ##### Sign up for our newsletter Sign up for our newsletter [![interVal_WHT](https://www.inter-val.ai/hubfs/interVal_WHT.png) ](https://www.inter-val.ai) © 2026 Inter-val Inc. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Matt Beecher", "url" : "https://www.inter-val.ai/insights/author/matt-beecher" }, "dateModified" : "2025-06-16T13:28:00.657Z", "datePublished" : "2025-03-04T16:39:40.000Z", "headline" : "Advising Business Owners: Why SMBs are an Industry Goldmine", "image" : [ "https://www.inter-val.ai/hubfs/Advising%20Business%20Owners.png" ], "mainEntityOfPage" : { "@id" : "https://www.inter-val.ai/insights/advising-business-owners-why-smbs-are-an-industry-goldmine", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.inter-val.ai/hubfs/interVal.png" }, "name" : "interVal" } } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "alternateName" : "interVal AI", "logo" : "https://www.inter-val.ai/hubfs/interVal.png", "name" : "interVal", "sameAs" : [ "https://www.linkedin.com/company/interval-ai", "https://www.youtube.com/@inter-Val_ai", "https://x.com/interVal_ai", "https://www.facebook.com/int.valAI", "https://www.instagram.com/interval.ai/" ], "url" : "https://www.inter-val.ai/" } ```