interVal @interVal_ai
Building better financial futures for business owners and those advising them. View our recent links: https://t.co/0Jb6aKbQmh inter-val.ai London, Ontario, Canada Joined May 2020-
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š£ interVal CEO & Co-Founder Trevor Greenway will demo interVal at the Future Proof Canadian Tech Demo Drop š Sept 9, 11:40ā2:00, Q Wealth Patio @ Hyatt HB. #FutureProof
Business owners arenāt typical clientsātheir company is their biggest asset, income, and legacy. Rebecca Cook shares 3 insights every advisor should know. šhubs.la/Q03GS_B50
Weāre excited to partner with @IGWealthMgmt! š Together, weāre bringing AI-powered business valuations & health insights to SMB ownersāhelping advisors deliver smarter planning and clients unlock growth. Read more: hubs.la/Q03F_vJq0
AI isnāt replacing advisorsāitās becoming their co-pilot. Faster prep. Smarter conversations. Trusted opportunities. Thatās human-in-the-loop. š š Read more: The AI Co-Pilot: Why Human-in-the-Loop Models Are Driving Real Results hubs.la/Q03DQFpL0
Your clientsā business value holds the key to protecting their wealth and legacy. Without up-to-date valuations, insurance plans miss the mark. Advisors, itās time to stop guessing and start protecting what really matters. hubs.la/Q03CfVq_0
"The future of finance wonāt be led by spreadsheetsāitāll 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. šhubs.la/Q03BKWtH0
Our VP of Marketing, Karen Chalmers, is speaking at Pulse Innovation tomorrow on Thought Leadership as a Growth Strategy. Real insights for real builders. Donāt miss it. š hubs.ly/Q03Bjlt50
Advisors donāt need more data. They need to activate what they already have. interVal helps turn passive data into proactive adviceāso every conversation drives value. hubs.la/Q03zLDlF0
Valuation isnāt just a numberāitās a strategy. From capital access to wealth building, it turns businesses into launchpads for lasting success. Hereās how to use valuation to fuel momentum, not just stability. hubs.la/Q03yKT930
Valuation isnāt just a number. Itās a strategy. New from Gary Sanghera, CPA, CMA, CBV, ABV: āļø Smarter growth āļø Exit readiness āļø Tax & estate clarity Advisors who use valuation plan smarter, not just sooner. hubs.la/Q03yc4sS0
We are proud to be a partner of The Canadian āGreat White Northā Lounge at this yearās @FutureProof_HQ Festival in Huntington Beach, CA! We canāt wait to connect with Canadian wealth professionals, September 7-9, 2025. See you there? šļøLounge access: hubs.la/Q03xWmgf0
Tax strategy is the new battleground for accountants & wealth firms. But business owners donāt want turf warsāthey want alignment. Dave Bunce explains how firms can win by working together š hubs.la/Q03xFqCY0
Holistic planning isnāt about more productsāitās about more integration. Business-owning clients need advice that spans wealth, life & legacy. Read why the āwhole clientā deserves a whole new mindset. hubs.la/Q03xfRWb0
Most advisors track portfolio value. Smart ones track business value, too. For business owners, it's the #1 assetāand the biggest blind spot in wealth planning. interVal makes it easy to change that. hubs.la/Q03wRcZH0
āTrusted advisorā sounds niceāuntil you realize theyāre only seeing a sliver of your business. Owners need integrators, not siloed advice. š Read more: hubs.la/Q03wqP110
Karen Chalmers, interVal's VP of Marketing & Partnerships, joins Eric Holtzclaw on The Claw Podcast to dig into the real story behind small business valuationāand why it matters now more than ever. š§ Listen now: hubs.la/Q03wbH-w0
AI isnāt replacing wealth advisors. Itās redefining what great advice looks like. interVal empowers advisors with real-time business insightsāso you can lead with strategy, not just react. Smarter. Sooner. More human. hubs.la/Q03vN2hZ0
Most clients wonāt say what they really need. Great advisors hear it anyway. New from Dave Bunce, CPA, CA: how to listen between the linesāand act on it. š Read: hubs.ly/Q03tRgFx0
Good advisors manage wealth. Great advisors understand the business behind it. Relevance is the game-changerāespecially with business owner clients. š Read more hubs.la/Q03tygDj0
Most financial plans skip a business ownerās biggest assetātheir business. Thatās not a plan. Thatās a blind spot. Add valuation to the conversation. hubs.la/Q03sG7K40 #WealthPlanning #BusinessValue #AdvisorGrowth
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