Let’s face it. Data is everywhere. It’s in dashboards, spreadsheets, CRMs, and sometimes scribbled on the back of a napkin after a client lunch. But for financial advisors working with business owners, raw data alone doesn’t move the needle. What matters is actionable insight. The kind that turns “here’s what’s happening” into “here’s what you should do next.”
That’s where interVal comes in.
We’re on a mission to help financial advisors level up by transforming them from spreadsheet jockeys into strategic partners business owners can’t live without. Here's how:
interVal doesn’t just present data. It tells a story. Our platform analyzes key metrics like business valuation, performance, and risk exposure, and distills them into insights that are easy to understand and even easier to act on.
Because let’s be honest, most clients are already data rich and information poor. They’re drowning in numbers but starving for meaning. interVal changes that.
Advisors get a snapshot of where the business is today and a clear path to guide the conversation forward—focused, strategic, and built for action.
Business owners don’t need more spreadsheets, they need a plan. And advisors need better tools to help them build it.
interVal equips advisors with clear, structured insights pulled from the business’s financials. With consistent updates twice a year, advisors can help clients see where they stand today and what levers they can pull to improve tomorrow.
No guesswork. No outdated PDFs. Just the clarity you need to lead with confidence and turn complex data into meaningful, strategic conversations.
Great advice starts with the right questions. interVal surfaces opportunity areas like how a change in EBITDA could boost valuation, or how recurring revenue could strengthen exit readiness. That allows advisors to dig deeper, faster.
Instead of “How’s business?” you get to ask, “Have you considered how this new contract impacts your valuation multiple?” (Spoiler alert: You’ll look like a rockstar.)
interVal isn’t just a value-add. It’s a value accelerator. When advisors use interVal, they’re not just checking in with clients once a quarter. They’re delivering insights that strengthen the relationship and open the door to more impactful planning.
It’s the difference between being a vendor and being a partner.
Here’s the truth: business owners don’t want more data. They want direction. They want someone to help them build, grow, and eventually exit on their terms.
interVal equips advisors with the insight, clarity, and confidence to do exactly that. It's not just about charts and graphs. It’s about impact.
Ready to turn insight into action?
With interVal, you’re not just helping clients understand their business. You’re helping them unlock its full potential.
Because at the end of the day, data is good but impact is better.
Author: Matt Beecher