For advisors, the challenge with business-owner clients is clear: their wealth is tied up in the business, yet most of the planning conversations only focus on the financial side. The result? A disconnect between the business plan and the financial plan, and an advisor forced to work without the full picture.
That’s where interVal comes in.
By making succession, exit, and legacy planning part of everyday discussions, interVal helps you connect the dots. You become the bridge between where the business is going and how that future supports your client’s personal financial goals.
Most advisors build financial plans without clear visibility into the business plan. And when 98% of business owners don’t know what their company is worth, you’re essentially planning with missing pieces.
When you connect business value with financial planning, you:
- Deepen client relationships. You’re no longer “just” managing wealth, you’re showing clients how their largest asset drives their future.
- Differentiate yourself. Many advisors avoid these conversations because they feel too complex. By bringing clarity, you stand apart.
- Open new opportunities. Linking business strategy to personal wealth creates more meaningful planning, and more reasons for clients to keep coming back to you.
Business owners are constantly making decisions about growth, risk, and strategy. Advisors are helping them make decisions about wealth, retirement, and legacy. But until now, those conversations have happened in silos.
interVal changes that. Our platform uses a company’s financial statements to generate clear, ongoing insights into business value. That value, and the insights and opportunities we provide, become the connector between the business plan and the financial plan, finally giving you and your client a shared starting point.
With interVal, you can:
- Show the real-time impact of business performance on long-term wealth.
- Help clients make operational decisions with their future in mind.
- Highlight how changes in the business affect succession, exit, or retirement readiness.
- Confidently align business strategy with personal goals.
It’s not just about understanding “what the business is worth.” It’s about weaving business insights directly into wealth conversations, so planning is no longer fragmented.
When you bridge the business plan and the financial plan, you move into a category most advisors never
- You’re the one helping business owners make smarter decisions today.
- You’re the one positioning them for stronger outcomes tomorrow.
- And you’re the one ensuring their legacy connects seamlessly to their wealth strategy.
Planning with the end in mind means aligning the business plan and the financial plan from day one. interVal gives you the clarity and tools to make that possible, helping you deliver better outcomes for your clients, while strengthening your own practice.
Because when business owners see their business and financial plans working together, you’re not just their advisor. You’re their bridge to the future