Uncover Hidden Growth Opportunities for Your SMB Clients

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Uncover More Investment Opportunities.

Clear the clutter with interVal and focus on activities that matter.

  • Build plans with an accurate number for your SMB client's largest asset
  • Generate revenue from new opportunities
  • Increase AUM linked with SMB growth

Attach to your existing processes and surface high-value opportunities to both you and your SMB customers:

  • Key Metrics and benchmarks
  • Valuation and Saleability Score
  • Quantified growth opportunities delivered to your CRM
  • Business health and valuation feedback for SMBs to build better and stronger businesses
Learn how other Wealth Management Firms are leveraging interVal.
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Passively Grow Your AUM.

interVal’s automation uncovers opportunities so you don’t have to. 

Let automation uncover opportunities linked to:

  • Excess working capital = Investment opportunities
  • Serviceable debt capacity = Lending opportunities
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Healthier Businesses.

Our powerful platform allows you to proactively advise your clients by seamlessly identifying the largest revenue opportunities from your existing SMB clients across lending, cash management, specialty products, and wealth & insurance - paving the way for a steadier stream of higher-margin services.

Everyone wins when your business owner clients thrive — they utilize more services and become lifetime customers.

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Part of our coaching philosophy and effort to grow Owner prosperity includes delivering tools and technology to our business Owners so that they can focus on running their business. Using this tool, we can help member-Owners unlock real-time insight from accounting and other data they’re already producing.

Steve Bolton, Former Head Coach & CEO

Steve Bolton
ValleyFirst
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Using interVal with my members has opened up many conversations about their long-term goals and gives us a tool to track their progress over time. interVal is an easy way for us to provide existing and prospective members with a tangible way to understand their overall business health.

Bradley Byard, Business Banking Advisor

Bradley Byard

Hear what other customers are saying

29%

average growth rate of businesses using the interVal platform

85%

of a business owner’s wealth lives inside of their business

98%

of business owners don't know the current valuation of their business.

Let's Connect.

Seeing our platform in action is the easiest way to see how interVal can help our accounting partners with automation. If you would like to ask questions, get a platform tour, and learn how other firms are leveraging interVal technology, we are here for you!

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