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SMB owners don’t need more advice—they need aligned advice. When accountants, bankers, and wealth pros collaborate, owners gain clarity, confidence, and real momentum. 💡 Great piece by Rebecca Cook on why that alignment matters.👇hubs.la/Q03j7MZ00

98% of business owners don’t know what their business is worth. That’s not just a stat—it’s a red flag. 🚩 interVal’s own Karen Chalmers breaks down why this should outrage anyone advising owners—and how we fix it. 👇 hubs.la/Q03jJvDH0

Data is everywhere. Impact is rare. interVal helps advisors turn numbers into action — building stronger client relationships and better outcomes. Because data is good, but impact is better. hubs.la/Q03k6SJS0

💡 3 quick ways to deepen business client conversations today: 1️⃣ Ask about their 5-year vision. 2️⃣ Share one unexpected opportunity you see. 3️⃣ Introduce valuation as an ongoing metric, not just a selling tool. Great conversations start with better insights.

Most SMB owners are flying the plane while it’s already in the air.” 🛩️ Our VP of Strategic Accounts, Dave Bunce, shares tips in business.com on tackling cash flow, surprise expenses & more. Read it here 👉hubs.la/Q03kR16R0 #BusinessGrowth #interVal

Most business owners say, “My business is my retirement plan.” But do they know what it’s worth—right now? interVal delivers real-time valuations that turn guesswork into strategy and routine check-ins into valuable interactions. hubs.la/Q03l73bL0

You wouldn’t build a portfolio on guesses. So why build a wealth plan on a number your client made up? 👉 If their business is their biggest asset, shouldn’t you know what it’s actually worth? Swipe through. Then decide if you're ready to lead with the truth.

🚨 The biggest lie wealth managers believe? That business owners aren’t ready to talk until they’re ready to sell. The truth? They’re thinking about legacy, transition, and growth right now—they just need an advisor who sees the full picture. 👉 hubs.la/Q03m2ZtG0

Advisors: Stop asking biz owners about portfolio allocations. Start asking what’s keeping them up at night. 💬 Want deeper convos + better outcomes? Lead with their business. interVal helps you start smarter. 👉 hubs.la/Q03mr7Vc0

Valuation isn’t just for exits. It’s your seat at the table—before the big decisions get made. Use it. Drive strategy. Build momentum. 🔗hubs.la/Q03mKRbv0

A $3M business owner just walked into your office. You’ve got 5 minutes. Are you ready? If you lead with market, you’ve already lost. The business is the portfolio, if you’re not ready to talk valuation, succession, and growth—you’re not ready at all. 🔗 hubs.la/Q03nqZ020

If you’re not talking about the value of your client’s business, you’re missing the biggest piece. It’s not just income—it’s legacy, retirement, and liquidity all in one. Start leading with the metrics that matter. hubs.la/Q03nYQdB0

💡 Who do business owners trust most? Hint: It’s not who you might expect. If you're an advisor who wants to earn (and keep) that trust, this is a must-read. The bar has been raised, and interVal is helping advisors clear it. 👉 hubs.la/Q03p7hXM0

📣 “We’re rolling out something new… again.” Advisors are tired of tools that promise value but add complexity. What they need isn’t more tech—it’s smarter tech that fits into the way they already work. Read about how we’re doing things differently: hubs.la/Q03pXgVQ0

Advisors are missing millions in insurance revenue—because they’re not asking this one question: What’s the business worth? Valuation = opportunity. hubs.la/Q03qqD_60

Trevor Greenway recently joined Santiago Faus on The Voices of Tech Podcast, where they dive into the "why" behind interVal, and how we help bridge the talent gap in advisory services. ▶️ hubs.la/Q03r0BG10

You're chasing new leads. Meanwhile, your dormant clients are sitting on massive opportunity—just waiting for relevance. Start with a valuation. Reignite trust. Unlock growth. hubs.la/Q03r9LRF0

Business valuation isn’t just numbers—it’s narrative. Karen Chalmers shares how empathy, legacy & storytelling shape real value. 🎧 Listen: 🔗 Apple: hubs.la/Q03r9NfZ0 🔗 Spotify: hubs.la/Q03r9N6L0

The next decade of advisor growth will be led by business owners, not portfolios. Valuation. Succession. Legacy. That’s the real wedge. 🔗hubs.la/Q03r_m8Q0 #WealthManagement #BusinessOwners #AdvisorGrowth #interValInsights

Most advisory teams want to serve business owners. But if you’re talking portfolios before businesses, you’re already missing the mark. Here are 3 signs your team isn’t ready—yet—plus how to fix it: 👉hubs.ly/Q03swZKY0