Every business owner makes hundreds of decisions a year — some small, some transformative. But for their advisors, those decisions often live in the dark and can all have ripple effects on a client’s long-term wealth — yet too often, those impacts don’t surface until it’s too late to adapt.
That gap between business activity and financial insight is where opportunities — and confidence — are lost.
At interVal, we believe every business decision has the potential to become a wealth-building moment. But that’s only possible when business and personal financial plans are connected.
The Missing Link Between Strategy and Finance
For wealth and financial advisors, understanding a business owner’s personal goals without visibility into their company’s performance is like trying to complete a puzzle with missing pieces. You can see the picture, but not the details that make it whole.
Most advisors look backward at what’s already happened rather than forward to what could happen next. That limits their ability to guide clients through strategic, wealth-creating choices in the moment — when those decisions matter most.
That’s where interVal comes in.
Insights That Drives Real Impact
interVal connects directly to a business’s financial data, delivering valuation updates and business health metrics that advisors can trust. Instead of just relying on annual statements – or worse, taking the owner's word for it, you get a living snapshot of the company’s financial strength, performance trends, and value trajectory.
With that insight, every strategic decision, whether it’s expanding operations, investing in equipment, or preparing for an eventual exit, can be tied directly to its impact on the client’s overall wealth picture.
You’re no longer reacting to the past. You’re guiding in real time.
Confidence for Clients, Clarity for Advisors
When business owners see how today’s choices influence tomorrow’s wealth, they gain confidence. And when advisors can quantify those effects, conversations change.
It’s no longer just, “Can I afford to do this?”
It becomes, “How will this decision strengthen my business and my personal wealth?”
That’s powerful. That’s proactive advice.
The New Standard for Advisory Relationships
The advisors of the future won’t just manage portfolios — they’ll help clients align every business decision with their long-term financial goals. They’ll be partners in growth, strategy, and wealth creation.
interVal was built to make that future possible today.
By turning static financial data into living insight, we help advisors bridge the gap between business strategy and financial planning. We empower them to show clients how every decision, big or small, can move them closer to the life they want to build.
When advisors and clients share the same, real-time understanding of what a business is worth (and how it’s changing), every choice becomes more strategic, every conversation more meaningful, and every decision an opportunity to build lasting wealth.
Because when insight meets action, that’s where true value grows.