Small and medium-sized businesses make up 99% of all American companies, and most owners are unaware of their enterprise value. The episode dives into how Interval provides critical insights to business owners by automating business health analytics and providing continuous value monitoring, ultimately helping advisors provide better guidance by integrating business health data in their planning process.

Join Shannon Rosic, WealthStack's director of content and solutions, as she talks with Trevor Greenway, co-founder and CEO at InterVal, about how InterVal is empowering financial advisors to attract, retain and better serve owner-occupier clients. high value business through innovation. the use of technology.

Shannon and Trevor discuss:

• What data is most important in business valuations
• How InterVal fits into the overall advisor technology stack
• How Wealth Managers Can Act as “Hedging” for Business Owners
• The importance of having clear business goals when implementing AI

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About our guest:

Trevor Greenway is an extremely passionate leader who believes that when data is used for good, everyone in the ecosystem benefits. He understands that business owners and their advisors can operate more efficiently when financial data is organized 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.