Building better financial futures for business owners and those advising them. View our recent links: https://xitter.cf/t.co/0Jb6aKbQmh
London, Ontario, Canada
Joined May 2020
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Scrutiny is growing. Clients can see more of what they pay, and they're asking what they get for it.
For business-owner clients, there's a stronger answer than last quarter's numbers. Speak to the business and earn a place in the relationship that returns alone don't secure.
interVal for Business gives advisors a way in earlier:
- A valuation & a view of business health
- The cash sitting in the business, brought into planning today
- Liquidity, protection & planning needs surfaced well before an exit
Before the exit. Not after it.
You reviewed your top clients' T1's for planning opportunities. What about the other 180?
Reviewing 200 has never been realistic, so the opportunities in those files stay invisible.
interVal Personal Tax reviews the return and surfaces what's actionable across your entire book.
interVal Business gives you visibility into growth levers years before an exit.
interVal Personal Tax surfaces the planning opportunities sitting inside tax documents.
Two products, same idea. You've got the documents. You may as well get the intelligence that comes with it.
The accountant has the financial statements. The advisor has the personal plan. The business owner has a slightly different conversation with each of them.
We built interVal to bridge the gap. When both advisors are looking at the whole picture, the plan gets better.
A business owner who has never had their business valued is building a retirement plan around a number they invented.
Your job here isn't to become a valuator. It's to make sure the largest number in the client's plan is a REAL number.
Help them find the number with interVal.
Every document. A growth plan.
interVal Business + interVal Tax
Turn client paperwork into forward-looking advice, in minutes.
"It gives you more insight so much faster than if you had to read the whole T1. Having that executive summary makes our thought process much faster, more focused, more targeted to what it is that we need to do."
- Paola Wortman, Financial Advisor at @IGWealthMgmt
There's a document already on your desk that contains next year's planning agenda. It's not a market outlook.
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We just launched something we're really proud of.
Meet interVal Personal Tax 👋
🔗 Learn more at
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AI won’t replace wealth advisors. It gives them more time to be strategic: less admin, more insight, better client conversations. That’s the real opportunity. Read more: hubs.la/Q04fkJfV0
You are waiting for a liquidity event that someone else is already shaping.
Trillions are about to change hands. The advisor who waits for the sale has already lost.
Stop showing up after the decision. Start shaping it.
Read why early advisors win:
hubs.la/Q04c70Fy0
In her latest article for the CMO Alliance, our VP of Marketing, Karen Chalmers, explores how brands build deep, structural trust.
Move from a transactional relationship to a deeply connected one with your business owner clients. Let us help you.
hubs.la/Q049VpBv0
Shift from service provider to strategic partner.
If you wait for your business owner clients to bring up an exit plan, you're already too late. You need to lead the conversation years in advance.
Read the guide here: hubs.la/Q0491cD-0
Hearing an owner say "the business is my retirement plan" is common, and they are usually right. But that statement is only useful when paired with a real valuation framework and ongoing monitoring. Otherwise, it is just a hope.
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We’re proud to share that interVal has been recognized as an Excellence Awardee for WealthTech Service Provider of the Year in the annual Wealth Professional Awards, hosted by Wealth Professional Canada Magazine.
#WPAwards2026 #WealthTech
