interVal

Business owners make up your most complex clients—yet most planning still happens without a clear view of the business. If 70–90% of their wealth lives inside the company, how can advisors deliver truly aligned advice? A new data advantage is changing that. 👉 See why continuous business insights are becoming the new standard in wealth management. https://lnkd.in/gXBsxgyf

Accounting isn’t broken, but it is unbalanced. For years, firms have trained brilliant people to perfect compliance, not curiosity. To tick boxes, not translate numbers into insight. But the future of this profession belongs to the advisors who think beyond the file. At interVal, we believe accounting becomes truly valuable when it helps owners understand why their business is shifting, not just what changed. It’s time to bring critical thinking, commercial understanding, and real advisory back to the forefront. Less ticking. More thinking. That’s how firms create lasting impact for the clients who depend on them. Read more: https://lnkd.in/dm9-AjcU

Thought leadership isn’t about being loud. It’s about being trusted. The advisors who are winning new business today aren’t just managing portfolios, they’re shaping conversations. They’re the ones business owners look to for clarity, confidence, and direction. That’s the real power of thought leadership. It’s how you turn knowledge into credibility — and credibility into growth. With interVal, you can bring your insights to life in a way that connects. 📊 Share stories that spark interest. 💬 Turn complex business metrics into simple, actionable advice. 💡 Prove your value before you’re hired. As our VP of Marketing & Partnerships, Karen Chalmers, said on the CMO Convo Podcast: “You don’t need permission to be a thought leader, just a point of view and the courage to share it.” Advisors who lead with insight become the ones everyone talks about, and trusts. interVal helps you get there. 👉 See how interVal turns thought leadership into business growth: https://lnkd.in/gMPZmJT4

interVal is excited to announce our partnership with IG Wealth Management, helping Canadian business owners unlock the true value of their companies. Through this collaboration, IG advisors gain access to interVal’s AI-powered platform—delivering real-time business health and valuation insights, uncovering growth opportunities, and strengthening wealth planning strategies for SMB owners nationwide. This partnership represents another step toward making business value an ongoing conversation between owners and their advisory teams. 📈 Business owners gain clarity. 🤝 Advisors deliver smarter advice. 🌟 Together, we’re helping clients build stronger financial futures. Read the full announcement here: https://hubs.la/Q03F_tBw0

The Billable Hour Is Dying. Are You Ready? For decades, time-based billing has ruled accounting and professional services. But the cracks are showing: Clients are asking sharper questions. AI is speeding up work that used to take hours. Efficiency is now the new currency of value. Billing by the hour rewards slowness, not impact. It commoditizes expertise and puts the focus on production, not progress. At interVal, we help you see beyond the hours. By measuring value and outcomes, not just time spent, our platform empowers teams to deliver smarter insights, faster decisions, and better client outcomes. ⌛ Time is no longer the measure of value. Results are. Let interVal help you get there. https://lnkd.in/gUMc6Ygp

The firms that see the biggest impact from interVal all have one thing in common. They dive in early. They connect every client. They trust the data. They turn insights into action. When you use interVal to truly understand your clients’ businesses, not just their numbers, you start unlocking more meaningful conversations, uncovering new opportunities, and strengthening relationships that last. Whether you’re just getting started or refining your workflow, our Success Playbook outlines the best practices to help you build momentum from day one. 👉 Get your team aligned. 👉 Get client data into the platform. 👉 Use insights to drive action. The more you put in, the more value you get out, for your clients and your firm. Read the full guide https://lnkd.in/gEF5vStT