interVal
@interVal_ai
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Building better financial futures for business owners and those advising them. View our recent links: https://t.co/0Jb6aKbQmh
London, Ontario, Canada
Joined May 2020
We’re excited to partner with @IGWealthMgmt! 🎉. Together, we’re bringing AI-powered business valuations & health insights to SMB owners—helping advisors deliver smarter planning and clients unlock growth. Read more:.
inter-val.ai
IG Wealth Management partners with interVal to provide SMB owners with AI-driven business valuations, insights, and growth opportunities to strengthen wealth planning.
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AI isn’t replacing advisors—it’s becoming their co-pilot. Faster prep. Smarter conversations. Trusted opportunities. That’s human-in-the-loop. 🚀. 👉 Read more: The AI Co-Pilot: Why Human-in-the-Loop Models Are Driving Real Results.
inter-val.ai
AI is moving from hype to daily work. Discover how human-in-the-loop models boost accuracy, efficiency, and trust for advisors and their clients.
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The most fun image & video creation tool in the world is here. Try it for free in the Grok App.
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Your clients’ business value holds the key to protecting their wealth and legacy. Without up-to-date valuations, insurance plans miss the mark. Advisors, it’s time to stop guessing and start protecting what really matters.
inter-val.ai
Learn why accurate business valuation is key to protecting your clients with the right insurance and how advisors can close coverage gaps effectively.
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"The future of finance won’t be led by spreadsheets—it’ll be led by empathy.". A powerful piece by Dave Bunce, CPA, CA, on why human connection is the new core skill in accounting, wealth, and banking. 🔗
inter-val.ai
In a world of automation, the future of finance belongs to professionals who lead with empathy, ask better questions, and build real human connections.
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Our VP of Marketing, Karen Chalmers, is speaking at Pulse Innovation tomorrow on Thought Leadership as a Growth Strategy. Real insights for real builders. Don’t miss it. 🌐
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Advisors don’t need more data. They need to activate what they already have. interVal helps turn passive data into proactive advice—so every conversation drives value.
inter-val.ai
Wealth advisors collect valuable data—but often don’t use it. interVal helps activate that data to drive better conversations, strategy, and client outcomes.
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Valuation isn’t just a number—it’s a strategy. From capital access to wealth building, it turns businesses into launchpads for lasting success. Here’s how to use valuation to fuel momentum, not just stability.
inter-val.ai
Discover how valuation goes beyond planning; it’s a catalyst for business growth, capital access, performance tracking, and holistic wealth building. Learn how to leverage valuation as a long-term...
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Valuation isn’t just a number. It’s a strategy. New from Gary Sanghera, CPA, CMA, CBV, ABV:. ✔️ Smarter growth.✔️ Exit readiness.✔️ Tax & estate clarity. Advisors who use valuation plan smarter, not just sooner.
inter-val.ai
Business valuation isn’t just a number—it’s a strategic advantage. Learn how wealth advisors can use ongoing valuation to unlock smarter planning, smoother exits, and stronger legacies for business...
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We are proud to be a partner of The Canadian “Great White North” Lounge at this year’s @FutureProof_HQ Festival in Huntington Beach, CA! . We can’t wait to connect with Canadian wealth professionals, September 7-9, 2025. See you there?. 🎟️Lounge access:.
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Tax strategy is the new battleground for accountants & wealth firms. But business owners don’t want turf wars—they want alignment. Dave Bunce explains how firms can win by working together 👉
inter-val.ai
Tax strategy is now core to wealth and accounting services. Discover how advisors can collaborate—not compete—to better serve business-owner clients.
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Holistic planning isn’t about more products—it’s about more integration. Business-owning clients need advice that spans wealth, life & legacy. Read why the “whole client” deserves a whole new mindset.
inter-val.ai
Holistic planning isn’t a buzzword—it’s a mindset. Learn how to truly serve the whole client by integrating business, life, and legacy into every conversation.
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Most advisors track portfolio value. Smart ones track business value, too. For business owners, it's the #1 asset—and the biggest blind spot in wealth planning. interVal makes it easy to change that.
inter-val.ai
Discover why business value is the most critical and often overlooked metric in wealth management for business-owning clients.
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“Trusted advisor” sounds nice—until you realize they’re only seeing a sliver of your business. Owners need integrators, not siloed advice. 🔗 Read more:
inter-val.ai
Most business owners juggle siloed advice from experts—what they need is a true integrator who sees the whole picture and puts business value first.
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Karen Chalmers, interVal's VP of Marketing & Partnerships, joins Eric Holtzclaw on The Claw Podcast to dig into the real story behind small business valuation—and why it matters now more than ever. 🎧 Listen now:
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AI isn’t replacing wealth advisors. It’s redefining what great advice looks like. interVal empowers advisors with real-time business insights—so you can lead with strategy, not just react. Smarter. Sooner. More human.
inter-val.ai
AI is reshaping wealth advisory roles, enhancing insights and client relationships without replacing human touch. Discover how interVal empowers advisors with real-time, data-driven guidance.
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Most clients won’t say what they really need. Great advisors hear it anyway. New from Dave Bunce, CPA, CA: how to listen between the lines—and act on it. 🔗 Read:
inter-val.ai
Most clients won’t say what they really need—great advisors learn to hear it anyway. Here’s how to become indispensable by listening between the lines.
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Good advisors manage wealth. Great advisors understand the business behind it. Relevance is the game-changer—especially with business owner clients. 👉 Read more
inter-val.ai
Discover what sets great advisors apart: relevance. Learn how focusing on business owners and valuation insight leads to deeper relationships and real growth.
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Most financial plans skip a business owner’s biggest asset—their business. That’s not a plan. That’s a blind spot. Add valuation to the conversation. #WealthPlanning #BusinessValue #AdvisorGrowth.
inter-val.ai
Many financial plans ignore a business owner's biggest asset—their company. Learn why business value must be part of every meaningful financial plan.
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Advisors focused only on portfolios are missing the real opportunity. Business owners need guidance on value, transition, and legacy—start there. The next decade of growth belongs to those who lead with the business. 🔗 Read more:
inter-val.ai
Business owners are driving the next wave of advisor growth. Learn how to serve them better and unlock deeper relationships and higher-value opportunities.
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Most advisory teams want to serve business owners. But if you’re talking portfolios before businesses, you’re already missing the mark. Here are 3 signs your team isn’t ready—yet—plus how to fix it:.👉
inter-val.ai
Most advisory teams want to serve business owners—but aren’t equipped yet. Learn the three signs you're not ready, and how to turn insight into action.
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