VALUTICO CASE STUDY

How Valutico Helped PKF FI Eliminate Errors in Their Valuation Process

The team at PKF FI was spending too much time on manual valuation tasks, which also left room for human error. They needed a solution that would streamline their process and improve accuracy.

With Jean Poireau our sales exectutive worked with PKF FI to demonstrate how Valutico’s automation features could directly address their issue of time-consuming manual valuation processes.

Result:

By integrating Valutico, PKF FI not only saved a significant amount of time on each valuation but also drastically reduced the risk of errors, ensuring a higher standard of work for their clients.

The automated report generation feature was key to their success.Charlotte Petreau from CSM provided personalized training that allowed them to master the tool and see immediate benefits.

Since adopting Valutico, PKF FI has joined the over 90% of users who have reported significant time savings, with their team now completing tasks at least 3–5 times faster.

Valutico has helped me save time and avoid making mistakes when doing valuations for our clients.

PKF FI
Jean Marc-Petit Partenaire Principal, PKF

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Our French team are waiting to provide you the solution and service that PKF FI. Set up your slot below:

CLIENT
PKF FI
INDUSTRY
Advisory / Accounting & Tax & Audit
LOCATION
France
RESULTS
Avoid making mistakes when doing valuations
LEAD INDIVIDUAL
Jean Marc-Petit. Partenaire Principal

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VALUATION GUIDANCE

Peer selection guidebook

Comparable Company Analysis (CCA) is a widespread method for valuing companies, but it has one core component that must be done well—choosing the peer companies in your selection. This guidebook outlines the basic parameters you should adopt.

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Learn the techniques to help you value businesses accurately. How can you select the best valuation method for different companies? Find out in our guide.