Financial Services Review: Specials Magazine

Business valuations provide a comprehensive analysis of a company’s worth, enabling stakeholders to make well-informed decisions and drive growth. Engaging expert valuation services grants businesses a thorough comprehension of their value, empowering them to make prudent decisions that stimulate expansion, manage risks, and optimize overall worth. This is where interVal steps in, offering innovative solutions to democratize access to valuation in a seamless and automated fashion. Founded on the premise of bridging the gap between business owners and their financial advisors, interVal has revolutionized how accounting firms, banks, and wealth management firms interact with their clients. “We believe the valuation process is a fundamental right for all business owners, rather than a luxury reserved for a select few,” says Trevor Greenway, Co-Founder & CEO of interVal. One of the primary challenges business owners face is the lack of time and resources to dedicate to valuation. Founded by industry veterans who drew on their experience in M&A firms and a deep understanding of industry challenges, the interVal team addresses the need for a more accessible and streamlined approach to valuation; one that prioritizes transparency, efficiency, and empowerment. This empowers business owners to better understand their company's value drivers, identify growth opportunities, and mitigate risks. By embedding their valuation and business health feedback systems into the year-end process, interVal enables accountants and advisors to become proactive during client meetings. This integration not only saves time but also enhances human capital, which is crucial in an era marked by declining workforce participation in the accounting profession. interVal's platform acts as a conduit, surfacing valuable insights and opportunities for accountants and advisors to focus on areas where human expertise is most impactful. On the other hand, interVal democratizes access to critical information for business owners, providing them with actionable insights into their business's strengths, weaknesses, and growth potential. Through its automated valuation and business health metrics, interVal empowers business owners to make informed decisions on a day-to-day basis, ultimately driving business growth and value enhancement. Key to interVal's success is its customer-centric focus, which prioritizes the needs of business owners and their advisors. The company integrates its valuation tools seamlessly into existing workflows by partnering with accounting firms and financial advisors, empowering advisors to deliver proactive guidance and support to their clients. One such instance was when a client of an esteemed accounting firm approached interVal for a manufacturing business’s valuation. The company received valuable information regarding their financial status, discovering that their enterprise value is approximately $8.7 million. interVal's system also detected significant factors, such as excess working capital that exceeded industry standards.