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Rebecca CookDirector of Customer Success - interVal
Watch how firms like TG&C are using interVal to create conversations with their SMBclients and are helping them plan ahead.
"Using interVal's automated discovery has been a game changer for me and my clients. Having access to automated actionable insights surfaced through the platform has allowed me to proactively advise my clients efficiently. They may need to invest excess working capital or have a better understanding of their serviceable debt, but they are trusting me as their advisor to do so, and interVal saves me time to help them."
"It’s clear to us our business owners want to tap insights from a tool like interVal. It truly helped us contextualize advice in a way we hadn't been able to previously."
"I have been looking for a tool for my coaching practice that will help my clients not only focus on the bottom line in their income statements, but the value of their business on the balance sheet. That is the true bottom line, what could they sell this business for and bring the wealth that they have built up, across to their personal holdings. interVal makes my job easier, and me much more effective!"
"interVal is a value-added tool we use with our clients. It provides key knowledge of the value of the client’s business as they grow and ultimately look toward succession planning. The first question from many of our clients used to be “how much tax do I owe?” However, after using interVal for several years, many of our clients first question has become “what is my business worth this year?”"
"I am thrilled to share my positive experience with this remarkable business valuation program. From the moment I started using this software, I was amazed by its intuitive interface and user-friendly design. It made the entire valuation process seamless and efficient. The program's comprehensive features and robust functionality allowed me to perform an accurate valuation of my business with ease."
“Being able to offer interVal as a solution to our business owners, gives them insight on their business that they wouldn’t easily have access to. They not only have a better understanding on how their business is performing, they also can understand where there are opportunities for them to grow. As a Libro coach, having this information allows us to give better advice and help businesses with their goals and business planning on a consistent basis.”
"Using interVal with my members has opened up many conversations about their long-term goals and gives us a tool to track their progress over time. By understanding the business on a deeper level, I can have more meaningful conversations with members at annual review meetings. interVal is an easy way for us to provide existing and prospective members with a tangible way to understand their overall business health."
"If you’re looking to understand where your business is today, start on the journey to improve your Saleability Score and increase your business knowledge, then interVal is your answer. Having a great score is very satisfying whether you’re selling or not."
"Having a year of rebound from COVID-19 behind me, I take great comfort in having a baseline of what my business is worth by leveraging the interVal platform. While the lockdowns certainly impacted my overall performance, I am now aware of the areas that I can focus on to ensure that the value of my business will continue to grow post-pandemic."
“interVal’s platform helps give me the confidence to know that I’m on the right track and am building a strong, sustainable, and valuable business. Feedback from the platform also highlights when and where adjustments are needed. I am excited to continue to utilize the interVal platform as we continue our growth journey at The Dime on Wortley.”
"As a business owner, it's essential to have a clear understanding of my company's current financial performance and business value in order to make informed decisions and ensure long-term success. Now that we have been introduced to interVal, I have access to a comprehensive view of my business's valuation, and benchmarked financial ratios. These outputs have been essential for knowing my value today and for identifying areas of strength and weakness within my business."
"I own a boutique building company on Vancouver Island. Even though we have been in business for 20 years, we are continually going through refinement and reformulation of our workflows and business structure. InterVal was introduced to me by our Credit Union and this programme has been an invaluable resource to not only give us a current baseline but also to help inform our future potential. This software is user friendly and the support is superior. I highly recommend this platform to anyone that wants key insight into their business performance and future potential."
In an interview with Trevor Greenway, CEO at interVal, Davie shares the story about his family restaurant, and why he believes that business owners deserve access to business valuation and health metrics throughout their ownership journey.
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.