Client advisory services made easy.

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The Forward Thinking Firm - Download Now.

 

Uncover Hidden Growth Opportunities.

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

  • Automate opportunity identification & cross departmental referrals
  • Increase advisory revenue
  • Actively drive SMB value

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 advisory opportunities delivered to your CRM
  • Business health and valuation feedback for SMBs to build better and stronger businesses
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Know More.
Grow More.

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

Let automation uncover opportunities linked to:

  • Excess working capital = Investment opportunities
  • Surplus non-operating assets = Diversify revenue streams
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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, investments, 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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It’s clear to us our business owners want to tap insights from a tool like interVal. It truly helped us contextualize advice in a way we hadn't been able to previously.

Rick Santos, Managing Partner

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interVal has delivered a significant return for our firm. The automated, recurring insights allow us to service more clients in a proactive manner, deepening our role as their trusted advisor. When everyone is aware of a business' ever-changing value and the leading indicators impacting that value, it allows us to play a more active advisory role in their business journey.

Scott Furlonger, Managing Owner

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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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