Q Wealth's new partnership with interVal empowers advisors to deliver accurate business valuations and insights
Q Wealth Partners has announced a strategic collaboration with interVal, integrating another fintech innovation into Q Wealth’s leading technology platform.
This partnership will allow Q Wealth Advisors to offer clients who own privately held businesses a more accurate valuation of their enterprises.
Beyond valuation, interVal will provide actionable insights, enabling advisors and clients to understand overall business health, set meaningful goals, and track growth over time.
The interVal application enhances the attractiveness of the Q Wealth client experience platform for both potential clients and advisors. Jared Rabinowitz, executive and founding partner of Q Wealth, shared his thoughts on the partnership with interVal:
“Any opportunity to use technology to deepen advisor-client engagement, and do it with efficiency at scale, is in the sweet spot for Q Wealth. About a year ago, we noticed accounting firms and lenders starting to use tools like interVal.”
“We imagined the potential for deploying it in the wealth advisory space and reached out to CEO Trevor Greenway to propose the opportunity. The reality is, for most business owners, their business is the most important asset on their balance sheet.”
“The traditional approach to financial planning is to just ask them what they think it’s worth—and that guess can be wildly inaccurate, leading to missed opportunities. interVal brings clarity to the plan, but so much more to the advisor’s ability to add value for clients.”
“With interVal, we’ll be able to identify opportunities like excess working capital held in the business which could be more productively deployed, or opportunities to expand the business through access to credit.”
“We’ll also help spot key risks that could be addressed to ensure clients protect the value they’ve worked so hard to create. We’re truly excited by the possibilities.”
Trevor Greenway, CEO, and co-founder of interVal, stated, “By leveraging interVal, Q Wealth Advisors will be empowered to help business owners understand and enhance their overall business health. This partnership is a testament to our shared commitment to drive growth and unlock new opportunities for business owners.”
