How real-time valuations and business health insights create valuable interactions that drive long-term success.
There’s a well-worn phrase in the advisory world: “My business is my retirement plan.”
The problem? Most business owners don’t actually know what their business is worth, let alone how its performance today affects their personal wealth tomorrow.
That’s where interVal comes in.
This isn’t just a valuation platform. It’s a catalyst for smarter conversations, better decisions, and meaningful action. In fact, that’s the heart of the name: interVal stands for valuable interactions between advisors and clients.
More Than a Number
Traditional valuations are expensive, slow, and outdated by the time they’re delivered.
interVal flips the model. It delivers real-time, automated, dynamic valuations that open the door to richer planning and more strategic thinking.
But the magic isn’t just in the number. It’s in what that number reveals. Think business health, growth potential, and how value connects directly to the client’s financial future.
Business Health Drives Personal Wealth
When business owners see the key drivers behind their valuation (revenue trends, profitability, and risk), they gain clarity.
And when they focus on improving those drivers, they aren’t just making the business stronger. They’re building a more secure personal financial future, too.
Advisors who use interVal can help clients:
- Understand the real-time value of their business
- Track performance against long-term goals
- Identify which metrics matter most
- Make smarter decisions about succession, reinvestment, and exit planning
Valuation becomes a planning tool, not just a report. Business health becomes a shared objective.
The Power of Valuable Interactions
At its core, interVal is designed to spark conversations that matter.
A fresh valuation leads to a discussion about growth strategy. A dip in business health might trigger a conversation around risk management. A steady upward trend? That’s a great opening for legacy and estate planning.
These are the kinds of valuable interactions that build trust and drive results.
For the Advisor: Less Guesswork, More Impact
Advisors using interVal aren’t waiting for financials to appear. They are leading the conversation with current data, actionable insights, and a clear connection between business value and personal goals.
interVal makes it easy to:
- Bring valuation into the center of wealth planning
- Spot red flags and new opportunities
- Show progress over time
- Become the strategic partner every business owner needs
interVal helps advisors bridge the gap between business value and personal wealth in a way that is practical, ongoing, and relationship-driven.
By focusing on real-time valuation and business health, it unlocks the full potential of the business owner's largest asset. And by creating valuable interactions along the way, it turns routine check-ins into transformative moments.
Your clients already see their business as their path to financial freedom. With interVal, you can help them get there with more clarity, confidence, and control.
Author: Matt Beecher