How do I complete the Accuracy Check Questionnaire?

[Tutorial Video] Accuracy Check Questionnaire

Accuracy Check Questionnaire

 

Once your clients accounting data has been connected to the interVal platform, it will produce an evaluation based solely on the historical financial data provided during the onboarding process. 

 

This article will walk you through the steps to complete the Accuracy Check Questionnaire, a platform feature that will capture additional data points that will adjust - or normalize - the valuation range.

 

1. Click on the Business Clients tab.

 

2. Select the business you would like to view.

 

3. Click the Accuracy tab, and then click the Basic Accuracy Check button. 

 

 

4. Complete all the fields in the questionnaire. 

 

5. Once you have answered all of the questions, click the Submit Answers button.

 

6. The platform will automatically calculate a new valuation range, using the original analysis as a baseline, applying any normalizations indicated in the Accuracy Check questionnaire.

Screenshot 2024-02-29 at 12.12.40 PM

 

7. To review the Accuracy Check answers, go to the Accuracy tab and click the View Results button. Here you will see a summary of the answers indicated in the questionnaire.

Screenshot 2024-02-29 at 12.13.12 PM

 

8. To change your answers, click the Restart Quiz button.

 

Once submitted, the valuation will re-run applying the most recent set of Accuracy Check answers to the calculation.