
The team at PKF C&P faced a critical problem: they were reactive, not proactive, in valuation discussions. This led to a constant struggle to manage client expectations on fair enterprise value, slowing down their advisory process.
Our sales executive, Joshua, connected with PKF C&P to show them how Valutico could help them overcome their unique issue of needing to take ownership of the valuation process.
With Valutico, the firm has seen a dramatic reduction in the time spent on valuations, which has led to significant cost savings and the ability to justify their assumptions with confidence.
The automated financial data integration played a crucial role. Julia from CSM helped them seamlessly integrate the tool into their existing workflow for maximum impact.
We work with SMEs in the tech industry worldwide and help them reach out to international investors. We noticed that we spent a lot of time managing valuation-related expectations on fair enterprise value. Valutico changed the game for us. We started using the software to do an upfront valuation in house, rather than analyzing the valuations brought to us. This made a big difference.
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