Trending
At the Future Proof Festival in September 2025, industry veteran Matt Beecher, Chief Revenue Officer at interVal, shared how the company is reimagining the way advisors engage with a critical but often underserved segment: business owners. With trillions in wealth transfer on the horizon, interVal believes the firms who act now will set themselves apart in the next decade.
Who is interVal?
InterVal positions itself as a software company built to bridge the gap between advisors and their business-owner clients. Its platform, powered by AI and machine learning, delivers actionable insights by turning complex business financial data into prompts, conversations, and outcomes that advisors can use to deepen relationships and create tangible value.
Beecher notes that the problem is one of both time and tools. Advisors are well equipped to serve post-liquidity clients, but often don’t have the capacity—or the priority—to engage entrepreneurs and owners before the sale of their business. That, he argues, is a mistake.
“We have $3 trillion worth of wealth that’s going to be transferred via the proceeds of small-business sales over the next 10 years,” Beecher explained. “Advisors have to shift their focus a little bit from traditional post-economic clients to pre-economic clients—because that’s where the opportunity lies. If we wait until after a liquidity event, it’s too late.”
Shifting to Tangible Outcomes
Beecher’s perspective is informed by more than 25 years in wealth management and fintech, spanning back to the late 1990s. What excites him about this era is the rise of specialized technologies that enable advisors to target opportunities in new ways.
For interVal, that means arming advisors with tools that drive measurable outcomes: higher business valuations, better-structured exits, and interim opportunities like insurance placement, liability protection, and more AUM growth.
As Beecher puts it, growth is no longer abstract. Tangible, visible outcomes are what differentiate the best advisors. The platform’s goal is to ensure that by surfacing these opportunities, advisors are positioned as proactive partners—not just reactive managers of wealth after a sale.
Building Better Conversations
InterVal’s name holds a deliberate meaning. While the “V” may suggest “valuation,” the company also sees it as “valuable interactions.” The goal is to create more—and better—touchpoints with clients over their most important financial asset: their business.
This means helping advisors have conversations that go beyond investment portfolios and explore business health, succession planning, and exit readiness. By creating opportunities for interaction, the advisor strengthens relationships before a sale and secures a seat at the table long after.
“At the end of the day, the most valuable thing is enabling advisors to have deeper conversations about a client’s most valuable asset—their business,” Beecher said. “If you can do that consistently, you’re going to win.”
Leveraging Data Without Overload
One of the challenges in the space is the enormous complexity of financial statement data. Most advisors would not consider themselves experts in interpreting balance sheets and operational metrics. InterVal streamlines this process by transforming raw data into prompts, action items, and workflows—all designed to make sophisticated insights usable during client conversations.
Beecher emphasizes that the company is not simply about information overload. Instead, interVal’s mission is to surface the unknowns and guide advisors to opportunities hidden within client financials. In practice, this could mean spotting excess working capital, identifying risks like the absence of a buy-sell agreement, or flagging steps toward liquidity planning.
Future-Proofing Advisor Practices
The Future Proof Conference itself is a symbol of industry change—where once wealth management was a behind-closed-doors activity, today it is increasingly tech-driven, data-driven, and media-driven.
Beecher sees interVal positioned at the heart of this transformation. “Speed and scale matter. Mass personalization matters. But you can’t get there without technology. It’s just not scalable otherwise,” he said.
The company’s roadmap centers on workflow, efficiency, and AI-driven decision-making. Advisors, he explains, don’t need more dashboards—they need clear direction. That means suggested next steps, client talking points, and prioritized actions all integrated into their day-to-day processes.
A Closed-Loop Example
Beecher shared a compelling case study of an advisor who used interVal’s system to perform a valuation and business health analysis for a client. The process revealed that the business was worth $15 million—information that the owner hadn’t fully appreciated.
That single insight launched a sequence of conversations around succession, exit planning, and risk management. One crucial discovery was the lack of a buy-sell agreement. Working with interVal’s insights, the advisor facilitated the adoption of a new agreement, funded by a substantial corporate-owned life insurance policy. The premium payments were funded internally using excess working capital identified by the platform.
The result? The client was better protected, the advisor earned new business, and assets under management grew. This aligned incentives across the board and cemented the advisor relationship.
Stories like this demonstrate the closed-loop system interVal envisions: surfacing opportunities, driving action, and creating measurable results for both advisor and client.
What’s Next for interVal
Looking forward, interVal is focused on expanding its reach in the large enterprise and mid-market segments, particularly with major RIA networks and global wealth platforms.
Partnerships with institutions like IG Wealth in Canada showcase the company’s growing presence. Meanwhile, product innovation continues to push into the AI frontier—turning data into workflows that drive efficiency and personalization at scale.
Beecher frames this as the evolution from being data-rich but information-poor to delivering actionable insights that advisors can immediately apply.
“We don’t want to just give advisors more information,” Beecher said. “We want to serve up the prompts and action items that create tangible outcomes. That’s how you deepen client relationships and grow your business.”
Why It Matters for Advisors
For financial advisors navigating a changing landscape, interVal represents both a strategic tool and a mindset shift. Rather than waiting for clients to arrive at liquidity, the platform equips advisors to become essential guides earlier in the journey—when advice can be most impactful.
With an estimated $3 trillion in wealth transfer through business sales in the next decade, the opportunity is too significant to ignore. Advisors who embrace solutions like interVal position themselves at the forefront of this emerging market—creating stronger client relationships, driving firm growth, and ultimately ensuring they remain, in Beecher’s words, “the proactive advice givers” that today’s business owners desperately need.
To learn more about please visit the interVal website here.