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Why Choose Excel?

Experience
Dale has been in the business for 23+ years and has helped over 150 companies
Leadership
Dale has fouded 30 tech companies and has served in CEO, President, COO, CMO and CFO positions.
Mentoring
As a Wayne Brown Institute Mentor, Dale has guided over 100 companies to raising over 3 billion in equity capital.

Why Do You Need a Valuation?

Valuations are important, here's why

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    Mergers/Acquisitions

    If your company is in negotiations for mergers or acquisition then a business valuation should be preformed.

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    Fairness Option

    When determining the fairness of mergers, acquisitions, buyback, etc., your company will need business valuation services

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    Employee Stock Option Plans

    Certain IRS rules dictate that you need an annual business valuation report

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    Estate and Gift Tax

    Business Valuations are required for Estate and Gift Tax

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    Litigation Avoidance

    Let Dale help you avoid litigation with business valuation services.

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    Tax Considerations

    When tax considerations are on the table look to Dale for business valuation services

Learn About Valuation

Business Success Now!

 

Welcome to the Successbiznow website – home of Excel Management Systems, Inc. and Dale Richards, President (download bio).  Excel and Dale have helped improve business performance and profits for over 150 businesses over a 20+ year period.

On this site you will find performance analysis tools that identify key metrics and ways to improve business operations and financial performance that lead to increased profits and improved quality of life for the business owners and officers.  There is also the option to have your business valued for employee stock options, estates, taxes, mergers and other valuation needs. Finally, attend seminars presented by a Vistage speaker and learn more about business operations.

 

Professional Background includes:

Welcome to the site; feel free to browse the tabs that lead to business success.  If you have questions please Contact Us.


Companies Dale Has Guided

  • ULogo
  • candlelight_homes
  • main_logo
  • SM2
  • okland
University of Utah
Client:
 Salt Lake City, UT
Candlelight Homes
Client:
 South Jordan, UT
Epic Ventures
Client:
 Salt Lake City, UT
Brigham Young University
Client:
 Provo, Utah
Okland Construction
Client:
 Salt Lake City, UT

Services Covered by Our Guarantee

  • Business Valuation100%
  • Patent Valuation100%
  • Corporate Valuation100%
  • Independent Valuation100%
  • Financial Valuation100%