Director of Customer Success - interVal
Watch how accounting firms like Tino Gaetani & Carusi are using interVal to create conversations with their small business clients, and help them plan ahead. You'll hear from Vanessa Salvador, CPA, CA a partner at Tino Gaetani & Carusi on her use of the platform and how she re-engages with clients by talking about valuation.
“Our members were quickly able to start using and gaining value from interVal. Members have indicated that the platform is user-friendly and easy to navigate, with no involvement needed from their advisor during onboarding. This has allowed advisors to focus on outputs with members.”
“As a Relationship Manager and Coach, it’s my job to help our Libro business Owners succeed. When our Owners can use tools like interVal to help understand the impact of their daily decisions on their business, Libro’s role in their business journey becomes more impactful.”
"As a new business owner in a challenging industry and opening during the pandemic we were happy to just be operating. Going into our second year we needed to regroup and take a hard look at what we were doing correctly and what we could do better. The numbers and information that InterVal provided gave us a realistic picture of where we were at, what factors were hurting our business and what areas we should work on. We now have the confidence to make some big changes and tackle some problems that we had put on the backburner just because we didn't understand the bigger picture. I would highly recommend this program. The support was phenomenal and it led to a fantastic learning and growing experience."
“interVal came along at the perfect time for our company. We were cash strapped and leveraged going though restructure in shareholders. All we had to do was submit audited financial statements and the rest was taken care of, too easy! We didn’t have the resources to get a proper valuation done with our financial position, but we still needed to know what our business was worth. The ease and accuracy that interVal provided made a difficult situation less stressful. The fact that interVal also takes goodwill into account was key for us being in business for 42 years. This has given us the opportunity to potentially expand our ownership group and boost revenue significantly. For anyone looking to get an accurate valuation of their company I would highly recommend interVal."
"Upon being made aware of interVal by my banker, I was excited to have a valuation completed to use as a benchmark metric for my business. The procedure was quick and easy, the whole process was completed within a couple of days and required only about 10 minutes of my time to provide the required data. The valuation report was fair and provided just the right amount of detail to understand how the numbers were derived. In my opinion, this data is invaluable for any business owner regardless of their intent to sell or not – having this tool leads to a deeper understanding of whether your strategic decision making is having a positive effect or otherwise, which is critical. I am looking forward to getting an updated report after our upcoming year end. Thanks interVal for providing a great service!"
"I found the experience with interVal arriving at Servus, so timely, particularly with two business members who had mentioned that succession planning or sale of business was becoming an item for which laying out a framework was becoming a priority. In preliminary discussions, I had asked what they felt the business would value at now, and if I could offer a platform that could confirm their thoughts, and would also give guidance on how they can maintain that value and even improve it with real time review and recommendations…wouldn’t that be a great start? In both cases, it was an enthusiastic YES! Since they have both signed up, I have been able to confirm that the interVal valuation was within a few hundred thousand dollars for both members, quite impressive for companies valued at millions of dollars. For my part, the ratio information that comes along with the reporting has been nice to include in my discussions, metrics, and review of the account. Adding another touch point with these members to show we are paying attention and always at the ready to provide feedback and recommendations based on these real time updates."
"After introducing my owners to the interVal platform, we’ve really been able to create a stronger, more meaningful relationship as this tool has helped us all understand the current state and discuss their future goals and how Libro can be a part of that growth. I’ve been able to better articulate their struggles and successes to help work towards achieving their end goals. We have all found the platform to be extremely user friendly and easy to understand as well. Would highly recommend!"
"I overestimated the amount of time it would take to upload the files into interVal's platform to determine what my company was valued it. To my surprise, it only took a few minutes, and the valuation was a great way of understanding where we sit as a business without the emotion. It also serves as a useful tool to determine if the day-to-day decisions are improving value over time."
"As a small business owner I believe that interVal is going to be a crucial tool for use in planning for my business in the future. It has helped me understand where there is value in my existing business and what areas I would need to improve in order to effectively increase the value of my business. This insight is critical to my continued business operations, future success as well as further out on the horizon, when we look at things like succession planning and the next generation. Thank you for developing this tool, we look forward to being a user for years to come."
"Understanding the value of a small business is hard. Understanding the value of a software services business is harder. InterVal solves these problems. They made assessing my company's value as simple as importing my accounting data, completing some easy to answer questions and then provided me with valuation range as well as a detailed explanation as to the valuation rationale. The InterVal reports are informative as well as helping our team to understand our value and how to add to it going forward."
"As business owners, we hear terms like; operate lean, ROI, EBITDA, Debt Service, Debt/Equity, Succession/Exit Strategies, BPR, and find ourselves constantly wondering how the business is really progressing? Now interVal has given us an invaluable tool to trim the fat and & punch above our weight as small-medium size businesses. Cost effective, administratively friendly, and furnishing management with actionable insights and feedback really motivates our team, while creating laser focus on initiatives that will drive corporate value."