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An Interview with Dave Bunce from interVal

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Manage episode 423099630 series 3575942
Content provided by Ryan Chenier and Mastery Fractional CFO Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Chenier and Mastery Fractional CFO Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Dave Bunce, Director of Partnerships at interVal, who shared his journey from public accounting to running a successful marketing agency, which scaled rapidly through technology. This experience paved the way for his current role at interVal, where he combines his accounting expertise with technology to help professional advisors and business owners. Connect with Dave Bunce on LinkedIn here: Dave Bunce. As well, visit inter-val.ai for more information on interVal and what they can do for your business. Feel free to visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary
  • Dave Bunce, Director of Partnerships at interVal, discusses how interVal helps professional advisors and business owners measure business valuation and financial health. The software provides automated insights and tools to guide business owners in wealth creation and succession planning.
  • Dave also mentions the importance of using technology to grow professional service firms and the role of artificial intelligence in predicting valuation outcomes.
  • Ryan, the host, highlights how interVal has helped his own business and clients gain a different perspective on success and business valuation. The conversation concludes with Dave providing contact information for those interested in doing business with interVal.

Key Takeaways

  • interVal helps professional advisors and business owners measure business valuation and financial health.
  • The software provides automated insights and tools for wealth creation and succession planning.
  • Technology, including artificial intelligence, plays a crucial role in growing professional service firms and predicting valuation outcomes.
  • Business owners need to be open to learning and implementing new strategies to overcome barriers to growth.

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 423099630 series 3575942
Content provided by Ryan Chenier and Mastery Fractional CFO Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Chenier and Mastery Fractional CFO Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Dave Bunce, Director of Partnerships at interVal, who shared his journey from public accounting to running a successful marketing agency, which scaled rapidly through technology. This experience paved the way for his current role at interVal, where he combines his accounting expertise with technology to help professional advisors and business owners. Connect with Dave Bunce on LinkedIn here: Dave Bunce. As well, visit inter-val.ai for more information on interVal and what they can do for your business. Feel free to visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary
  • Dave Bunce, Director of Partnerships at interVal, discusses how interVal helps professional advisors and business owners measure business valuation and financial health. The software provides automated insights and tools to guide business owners in wealth creation and succession planning.
  • Dave also mentions the importance of using technology to grow professional service firms and the role of artificial intelligence in predicting valuation outcomes.
  • Ryan, the host, highlights how interVal has helped his own business and clients gain a different perspective on success and business valuation. The conversation concludes with Dave providing contact information for those interested in doing business with interVal.

Key Takeaways

  • interVal helps professional advisors and business owners measure business valuation and financial health.
  • The software provides automated insights and tools for wealth creation and succession planning.
  • Technology, including artificial intelligence, plays a crucial role in growing professional service firms and predicting valuation outcomes.
  • Business owners need to be open to learning and implementing new strategies to overcome barriers to growth.

  continue reading

25 episodes

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