The Power of Knowing: How Assad Wealth Management and interVal Reveal Your Business's True Potential
As a business owner, you've invested countless hours and resources into building your company. It's likely your most valuable asset and a key source of your personal wealth. But do you know what your business is truly worth?
At Assad Wealth Management, we're excited to announce our exclusive partnership with interVal, an innovative platform designed to help business owners like you uncover and maximize your company's value.
Why Understanding Your Business Value Matters
Did you know that approximately 98% of Canadian business owners don't have an accurate measurement of their company's worth? This lack of insight means you could be missing out on critical opportunities for growth and wealth building.
Your business is more than just numbers on a balance sheet. It represents years of hard work, strategic decisions, and future potential. Having a clear picture of its value is essential for making informed decisions about:
Growth strategies
Succession planning
Retirement goals
Tax optimization
Potential sale or exit strategies
Introducing interVal: Your Business Valuation Solution
Through our partnership with interVal, Assad Wealth Management now offers our clients complimentary access to cutting-edge business valuation technology. Here's how it works:
We set up your business profile on the secure interVal platform.
You provide your financial data (either by uploading documents or connecting your accounting software).
Within just a few days, you receive:
An accurate business valuation range
Key valuation ratios and easy-to-understand reports
Insights into what's driving (or holding back) your business value
A "saleability score" to gauge how attractive your business might be to potential buyers
The Power of Ongoing Valuation
Unlike traditional business valuations that provide a one-time snapshot, interVal offers continuous monitoring of your business health. This allows you to:
Track your progress over time
Identify trends and opportunities
Make data-driven decisions to increase your company's value
Adjust your personal financial and retirement planning as your business grows
Beyond the Numbers: Comprehensive Business Health
interVal doesn't just provide a valuation – it offers a holistic view of your business health. The platform analyzes various aspects of your company, including:
Financial performance
Industry benchmarks
Operational efficiency
Growth potential
Risk factors
This comprehensive analysis helps you and our team at Assad Wealth Management develop targeted strategies to enhance your business value and align it with your overall financial goals.
How Assad Wealth Management Leverages interVal for Your Benefit
As your trusted financial advisors, we use the insights from interVal to:
Provide more accurate and comprehensive financial planning
Identify opportunities for business growth and optimization
Uncover potential tax-saving strategies
Ensure proper insurance coverage as your business value changes
Align your business goals with your personal wealth management strategy
Take the First Step Towards Unlocking Your Business's Potential
Don't leave your most valuable asset unmeasured and underutilized. As a client of Assad Wealth Management, you now have complimentary access to this powerful tool that can transform how you view and grow your business.
Ready to discover your company's true worth and unlock its full potential? Contact us today to get started with your interVal business assessment. Together, we'll ensure your business success translates into personal financial prosperity.
Remember, knowing your business's value isn't just about numbers – it's about creating a roadmap for your financial future. Let Assad Wealth Management and interVal help you navigate that journey with confidence.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Assad Wealth Management is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
You are not required or obligated to use the services of any of third parties listed. If you choose to engage the third party listed, IG Wealth Management/IG Private Wealth Management is not responsible for any services, products or advice they offer. IG Wealth Management/IG Private Wealth Management will not provide any personal information to third parties unless you provide express written consent. Neither IG nor IG Advisors will receive any financial compensation or revenue sharing for client referrals to interVal.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations. © Investors Group Inc. 2024.