“We Need to Do Something, But We Don’t Know What” is how a leader at a large, national accounting firm recently answered our...
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Using Data to Deliver Tailored Customer Experiences
Today’s clients expect more than one-size-fits-all solutions, they want...
When we talk about business valuation, most people’s minds jump straight to big, abstract concepts: goodwill, cash flow, or...
Wealth advisors who serve SMB owners have a unique chance to elevate their advisory role by leveraging interVal’s insights. By...
interVal, a leading software provider for Wealth Firms, Accounting Firms and Financial Institutions with automated insights for...
In Product Development and Advisory
Of all the skills a Product professional needs - roadmapping, researching, product change...
A Barometer of Business Health
When business owners think about valuation, their minds often jump to one major milestone:...
Client Retention and Organic Growth
Everyone understands the concept of compounding returns. Professional advisors preach this...
Reflecting on Bench Accounting
The recent closure of Bench Accounting is a moment to reflect on its impact and draw lessons...
In 2024, the SMB landscape continued to evolve rapidly. Business owners faced an array of challenges, from navigating economic...