A Year of Evolving Needs

In 2024, the SMB landscape continued to evolve rapidly. Business owners faced an array of challenges, from navigating economic uncertainty to staying ahead of technological advancements and shifting market demands. These changes have underscored the critical role that wealth managers and accountants play in helping SMB owners not only survive but thrive in an ever-changing environment.

For many business owners, their company represents their most significant asset—a source of pride, a vehicle for financial stability, and the key to their legacy. Yet, too often, SMB owners lack the tools and insights to fully understand their business's value and potential. That’s where professionals like you come in, equipped with interVal’s tools to turn data into actionable insights without having to spend more time (you don’t have) to do it.  

Insights-Driven Conversations: The Key to Impact
In a year defined by uncertainty, one thing remains constant: the importance of personalized, data-driven advice. interVal has been proud to partner with wealth managers and accountants to deliver business health and valuation insights that fuel meaningful conversations with SMB clients. These insights help owners:

• Make informed decisions about growth strategies.
• Understand the impact of operational choices on long-term value.
• Prepare for eventual transitions, whether through succession planning, mergers, or acquisitions.

By putting value and business health at the center of conversations, you’ve helped your clients see the bigger picture and take proactive steps toward achieving their goals. In doing so, you’ve not only deepened client relationships but also positioned yourself as a trusted and proactive advisor in their journey

Looking Ahead: What’s Next for 2025
As we turn toward 2025, the horizon is bright with opportunity. SMB owners will continue to rely on wealth managers and accountants for guidance through:

• Tax planning and compliance: With tax regulations evolving, ensuring SMB owners are well-prepared remains a top priority.
• Strategic Initiatives: Helping businesses make investments, refine business models, and build future value at a faster pace
• Succession and exit planning: Supporting owners in building a roadmap for their next chapter—whether that’s retirement, a sale, or generational transfer.

interVal is committed to staying at the forefront of innovation to support you in this mission. Our tools will continue to evolve, delivering the insights you need to provide unparalleled service to your clients - all in less time.

Gratitude for a Year of Partnership
As the year ends, we want to express our heartfelt gratitude for the trust you’ve placed in us. Together, we’ve made significant strides in empowering SMB owners with the clarity and confidence to make better decisions. Your dedication inspires us to do more.

Here’s to closing 2024 with pride in all we’ve accomplished and opening 2025 with excitement for what’s to come. Thank you for being a part of our journey. Let’s continue to shape the future, one insight at a time.

Happy New Year from all of us at interVal!

Author: Trevor Greenway