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What Clients are Saying

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

20 year proven matrix & process to increase Business Performance, Value & Profitability. Program is designed for CEO, President, CXO, SB, or KEY

Excel Management’s comprehensive business valuation analysis and business valuation methods cost 20% – 50% less than regional and national competitors, yet the report analyses and quality exceeds the competition. Excel provides Corporate Valuation Services, Business Valuation Services, Financial Valuation Assessment, Expert Business Valuation Methods, Valuation Services, Operations Assessment which yield key metrics and performance action items to raise business profits and value 2X-4X.  Proven over 100 times.

As a certified instructor and speaker for the State of Utah and for Vistage International, Dale Richards has presented all over the US, Canada and Europe.

We have helped clients establish equity based financing, lines of credit, asset loans, SBA financing and all other bank sourced financing.

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

  • 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%