Small- to medium-sized businesses make up 99% of all U.S. companies, and most owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights for business owners by automating business health analytics and delivering ongoing value monitoring, ultimately helping advisors provide better guidance by integrating business health data into their planning process.
Join Shannon Rosic, director of WealthStack content and solutions, as she speaks with Trevor Greenway, co-founder & CEO at interVal, on how interVal is empowering financial advisors to attract, retain, and better serve high-value business owner clients through the innovative use of technology.
Shannon and Trevor discuss:
- What data is most important in business valuations
- How InterVal fits into an advisors overall tech stack
- How wealth managers can act as the “quarterback” for business owners
- The importance of having clear business goals when implementing AI
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Connect with Trevor Greenway:
About Our Guest:
Trevor Greenway is an exceptionally passionate leader who believes that when data is harnessed for good, everyone in the ecosystem benefits. He understands that business owners and their advisors can operate more efficiently when financial data is sorted and contextualized in meaningful ways. Believing that everyone succeeds with access to comprehensive information, Trevor led the development of a software platform that provides this data in real time.