In my years as a marketing executive I’ve seen how the right tools can transform the way businesses connect with their clients. At interVal, we’re helping wealth management firms do just that by using business valuation insights to better serve SMB owners. This isn’t just about data—it’s about creating deeper connections, offering unique value, and positioning your firm as a proactive partner. This is the first in a series exploring how to tactically incorporate interVal’s tools to make business valuation a unique selling point and a marketing advantage. Let’s dive in.
Implement Valuation-Based Touchpoints in Client Communications
Proactively reach out to your clients to review interVal’s valuation insights. These touchpoints can serve as ongoing engagement points that show your firm is consistently monitoring their financial interests.
Create an Educational Campaign on Business Valuation for SMB Owners
Develop a content series—blogs, emails, or webinars—on the importance of knowing business value, and why it matters in financial planning. Emphasize how this insight can impact insurance needs, succession planning, and overall wealth management. This educates and positions your firm as a trusted partner, building credibility and engagement with prospective clients.
Offer Personalized Valuation Reports as a Lead Magnet
Use interVal’s valuation data to create tailored, simplified valuation reports for prospective clients. This can be a powerful lead-generation tool on your website or through your social channels. When business owners see your ability to provide this personalized service, it establishes your firm as knowledgeable and proactive.
Using interVal for business valuation insights positions your firm as a proactive, engaged partner for SMB owners. Each valuation update and communication reinforces your brand as a client-focused, data-driven advisor—a firm that business owners can rely on to guide them at every stage.
Author: Karen Chalmers
