Every wealth advisor tracks portfolio performance. It’s table stakes. But for clients who own a business, the most important number isn’t on a statement from the market—it’s embedded in their company.
For these clients, business value is often their single largest asset. Yet how often is it part of your planning conversations? How frequently do you measure it, monitor it, and use it to inform their broader wealth strategy?
In too many cases, the answer is “rarely.” And that’s a problem.
A Wealth Strategy Blind Spot
Without a clear view of business value, you’re working with an incomplete picture. You may be tracking retirement savings, insurance coverage, or investment growth, but missing the foundational number that influences them all.
That blind spot creates risk. More importantly, it limits your ability to show up with relevant, proactive advice.
When you integrate business valuation into your process, something powerful happens: you uncover opportunities that were hiding in plain sight.
You start asking better questions. Like:
- Is your client’s insurance aligned to their true enterprise value?
- Does their succession plan reflect the real worth of their business?
- How does the business performance impact their personal financial runway?
Those aren’t just nice-to-have insights. They’re catalysts for deeper conversations and smarter long-term decisions.
It Doesn’t Have to Be Hard
Advisors often assume business valuation is time-consuming, costly, or only needed at exit. That’s outdated thinking.
With interVal, tracking business value is built into your advisory process. It takes just minutes to generate a living, breathing snapshot of the business—and you don’t have to be a valuation expert to do it.
Once it’s in place, you’re no longer planning with assumptions. You’re building a strategy grounded in up-to-date, client-provided financials. And that transforms everything.
You can:
- Spot underinsured areas before they become a problem.
- Use valuation trends to spark estate planning or trust discussions.
- Link business growth to personal wealth targets in real-time.
- Flag when an owner is “accidentally exiting” without a plan.
This is where advisory work gets real—and really valuable.
Business Owners Want More
Today’s business owners aren’t looking for a stock picker. They’re looking for someone who understands their world. Someone who can connect the dots between enterprise health and personal financial outcomes. Someone who doesn’t just say “I get it,” but who actually proves it—with insights they didn’t know they needed.
Tracking business value regularly helps you do exactly that.
It shows that you understand how important their business is—to their retirement, their legacy, their family, and their sense of purpose.
And when you show up with that context, you’re no longer just an advisor. You become a trusted partner. A forward-thinking strategist. An essential part of their team.
The Future of Advisory Work Starts Here
Business value is the most undervalued metric in wealth management. But not for long.
The industry is shifting. Advisory firms that integrate business valuation into their practice are already standing out—and staying relevant.
This isn’t about selling more products or offering more services. It’s about changing the conversation, and making every meeting more meaningful.
At interVal, we believe advisors should have the tools to lead those conversations. To track business value as easily as they track a portfolio. And to help clients connect what they’ve built in their business to what they want in life.
Because when you help a business owner understand their true value, you unlock yours too.