Excel Management Systems, Inc. * Gate-Way Capital, Inc.
2722 South Davis Blvd.
Bountiful, Utah 84010-5749
(801) 299-9902, Fa (801) 299-9900, E-Mail:ExcelDSR@AOL.com
Dale S. Richards,
- Mountain West Capital Network
- Association of Corporate Growth
- National Assoc. Corp. Directors Board Member
BIOGRAPHICAL SKETCH (PDF)
DALE S. RICHARDS
Dale S. Richards specializes in Management & Marketing Consulting, Technology Commercialization and Business Financing. He has spent 25+ years consulting with over 150 businesses and universities on corporate structure, finance, organization, employee productivity, technology and product development strategies, process and resource productivity, contracts, marketing and financing. Mr. Richards is a Certified Valuation Analyst (CVA) with the National Association of Certified Business Valuators and a Utah Vistage CEO Advisory Board Chair and an international speaker with 200+ speeches given in three countries and 35+ states.
Particular financing work has been with institutional, Small Business Administration (SBA), SBIR/STTR grants, Venture Capital and private investors. Dale has managed tax filings, reporting and company financial reporting for many clients..
Mr. Richards, over the past 25+ years, has had executive management experience as CEO, President and Board of Director in marketing, engineering and administration areas. His management experience includes sales, marketing, engineering, finance, customer relations, power plant operations, quality assurance, business creation and product development.
He had six years as a director in business development for a local utility in which he screened, designed, developed, implemented and managed new businesses, products, and services. Mr. Richards has helped universities commercialize technology for fifteen years improving license or start up company’s value, time to market and probability of success. Thirty-five, technology based companies have been founded under Mr. Richards’ leadership. He helped these and other companies raise $500+ Million in equity funds.
Mr. Richards has served as Chairman of the Board & President of Mountain West Capital Network. He served 15 years as a Board member of the Association for Corporate Growth, National Association for Corporate Directors, the Utah sub-Chapter of the Turnaround Management Association and past Chairman of a local $30 million company. Dale has served as past Chairman of the Utah Manufacturers Technology Committee, a member of the Pioneer Partnership, and a member of the Utah Partnership for Education.
Mr. Richards is a consultant to the Wayne Brown Institute Venture Capital Conferences held in Utah, Hawaii, Phoenix, Los Angeles, Austin, Chicago, and New York. He has been a mentor for 30+ years.
Mr. Richards’ leadership helped guide several technology companies to successful mergers with larger entities. Mr. Richards’ performance enhancement and leadership methods, Productivity Pyramid TM and 80/20 Customer Gold Program TM, have guided clients to improved revenue, profits and value. One client with losses of $500,000 per year, was turned around to achieve profits of over $2 million per year in less than two years. He has turned around several companies as CEO.
Dale’s business valuation firms, has help companies value and improve their business value all over the United States and World. His company’s analyses, calculations and report, are the most comprehensive in the industry. He believes “Knowledge is Power” and provides this for his clients. .
Mr. Richards has a B.S. Degree in Chemical Engineering and a Master’s Degree in Business Administration. Dale resides in Bountiful, Utah, and has seven children and enjoys eleven grandchildren. Dale enjoys the outdoors, sports, religion, service and cultural activities.
|♦ Business Plan Development|
♦ Company Valuations
♦ Financial Analysis
♦ Founder & Incorp Documents
VC, Investors & Institutional
|♦ Mergers, Acquisitions & Purchases|
♦ Turnaround Management CEO
♦ Product Development & Marketing
♦ Productivity Enhancement
♦ Strategic Planning
♦ Technology Licenses & Licensing
♦ Process Optimization
Partial Client List
|♦ Anniversary Inn|
♦ Artistech Media
♦ Blomquiest Hale (BHC)
♦ Bowen Law Offices, PC
♦ Brigham Young University
♦ Broadcast International
♦ Candlelight Homes
♦ Cannon Sales
♦ Celerant Consulting, Boston, MA
♦ Clear Play
♦ D&S Fabrication
♦ DigiCorp, Inc.
♦ Empowerosity, Inc. (Hawaii
♦ EPIC Ventures
♦ Excel Energy.
♦ GRI/Spectator Blanket
♦ General Communications
♦ Halverson Company
♦ House of Pumps
♦ Independent Stock Market (ISM)
♦ Lava Corp.
♦ Natural Care Pharmaceuticals, Inc.
♦ Northwest Toxicology/ABS
♦ Okland Construction Company
♦ Parker Innovations
♦ Pioneer Oil and Gas
♦ Premium Oil Company
♦ Prototype Mgmt, Voice2Insight
♦ Ridgecrest Herbals
♦ State of Utah HR Training
♦ University of Utah
♦ Utah Centers of Excellence (UDCED)
♦ Utah Clean, Inc.
♦ Utah Power & Light/PacifiCorp
♦ Utah Small Business Development Ctr
♦ Utah State University
♦ USTAR SBIR Services
♦ VPI Engineering
♦ Warner Truck Center
♦ Weber State University
Specific Area Consulting Services
It has been Mr. Richards opportunity over the past 21 years to commercialize new ideas, products and technology for many educational institutions and companies. This extensive background can be summarized into three main areas:
- Commercialization of technologies and new ideas,
- Leadership roles as COE/President/Board Chairman/Board Member or Founder for new companies or the optimization of existing companies, and
- Develop a business strategy, business plan, secure funding or value for companies.
The summary tables presented below show Dale S. Richards’ commercialization consulting experience in many industry application areas. Mr. Richards has been a key commercialization consultant for the State Centers of Excellence since its inception. He has assisted with the startup of sixteen new Utah companies and consulted with many companies on operations in a broad array of technologies. He is well known in the community for his ability to successfully commercialize multiple technology applications as one time. His Center PI’s have requested his assistance under the new COE Program because of his excellence performance and rapport with the PI’s and their teams.
- Commercialization of Technology and New Ideas – Industry Areas of Experience
|Technology Area||Result||Technology Area||Result|
|Acoustic cooling-energy conversion||InPr||Meat processing improvement||LicEx|
|Agriculture –New seed strains||LicEx||Mineral visualization/simulation||LicSU|
|Artificial – 4th generation heart||LicSU-CON||Mineral extraction methods||LicSU-CON|
|Bioremediation||LicSU-CON||Modified activated carbon||LicSU|
|Biology-Transgenics||LicSU-ExOf||Nanosize particle formation||LicSU|
|Human cell signaling||LicSU||Neural Interfaces-Artificial sight||LicSU-CON|
|Chemical separation methods||LicEx||Oil Extraction innovative equip||CON|
|Coal Processing||LicEx||Particle size analysis||LicEx|
|Computer computational power||LicEx-CON||Petroleum simulants & reservoir sim.||LiSU|
|Computer circuitry design methods||LicEx||Raman Instrumentation||LicEx|
|Compression Technology||CON||Valu Rapid Prototyping||LicSU-CON|
|Construction methods/analysis mat’ls||LicSU||Small satellite technologies||LicSU-ExOf|
|DNA testing||LicCon-ExOf||Scientific computing-visuals||LicSU|
|Digital controls||LicSU-CON||Unmanned air vehicles||LicSU-InPr|
|Fuel cell membranes||LicSU||Visualizations: Medical||5Lic:2SU,3Ex|
|Genetic improvement in livestock||LicEx||Visualization: Security||LicSU-InPr-CON|
|Genome research/methods||LicEx||Wine testing and analysis||LicSU|
|Isotruss structures||LicSU-CON||Wireless multi-antennas||LicSU|
Key for Success notation above:
LicSU = License to and assisted in startup company LicEx = License to existing company
ExOf = Executive Officer in licensee company CON = Consultant to spin off company
InPr = In the process of commercialization Val = Valuation services
- Leadership roles as CEO/President/Board Chairman/Board Member or Founder for new companies or the optimization of existing companies
|Company Industry Area||Result||Company Industry Area||Result|
|Auto-Recreation vehicles||CON||Hoses, fittings, junctions||CON,Val|
|Automotive appearance products||CON||Human exercise-fitness||TurnCON|
|Artificial – 4th generation heart||CON||Information services||CON|
|Bio-Analytics – PCR||CON, Bd||Jewelry stores||TurnCON|
|Business services software||CON||Law School Formation||CON,Val|
|Business maintenance services||TurnCON||Lubricants – Metal working||CON|
|Cabinets & furniture||TurnBd||Maintenance of operational assets||CON|
|Clothing – modest patterns||CON||Medical products||TurnExOf,Val|
|Computer computational power||LicEx-CON||Management consulting||ExOf-Bd|
|Construction-major systems||CON,TurnBd||Mineral: kaolin||TurnExOf-CON|
|Consumer products-invent to mkt||ExOf-Bd||Mineral extraction methods||CON|
|Credit Card Services||CON||Modeling, Acting Services||CON|
|Digital controls||LicSU-CON||Movie-film productions||TurnCON|
|Digital Music, label, storage||Val,CON, Bd||Moving & storage||CON|
|DNA, RNA, PCR assay products||CON,Val,Ex||Neural Interfaces-Artificial sight||CON|
|Electronic data systems||TurnCONVal||Office products-services||TurnBd|
|Electric system sales||TurnCONVal||Oil & gas reserves/production||CON,Val|
|Electronic – exercise system||CON||Petroleum distribution & services||TurnCON|
|Employee Health Care Coaching||CON||Printing||Val, CON,|
|Energy innovations||ExOf-Bd||Pump equipment sales-services||TurnCON|
|Engineering Services||CON||Rapid prototyping||CON|
|Entrepreneur development||CON-Bd||Security equipment/monitoring||Bd-CON|
|Environmental Land Preserve||CON||Small satellite technologies||ExOf-Bd|
|Excavation Equip. Controls||CON||Software technologies||TurnCON,Val|
|Eye-Vision services||TurnCON||Training, Executives||CON|
|Financial Services – Mortgages||CON||Transcription services – via web||TurnCON,Val|
|Food manufacturing & services||CON,Val||Travel – exotic tours||CON|
|Golf Swing Analysis||ExOf||Utility-public||CON|
|Health & Human Services||Con,Val, Bd||Venture capital fund||Bd|
|Home automation||TurnExOf||Visualizations: medical||CON-Bd|
|Home maintenance services||TurnExOf,Val||Visualization: security||CON-Bd|
|Home Security||TurnEx,Bd||Window (high rise) clean/maint.||CON-Bd|
Key for Success notation above:
TurnExOf = Turn around Executive Officer TurnBd = Turn around Board Chairman or Member
ExOf = Executive Officer Bd = Board of Directors Member
TurnCON = Consultant to Executive Officers or Board CON = Consultant for optimization
Val = Valuation Services
- Business strategy, business plans, valuations and secure funding for companies.
Mr. Richards has reviewed, developed or assisted in the development of over 100 business plans that have resulted in the investment of over $50 million in capital. Over 90% of all business plans developed or optimized by Mr. Richards have been successfully funded. Mr. Richards is also an accredited business valuator and has completed many valuations for stock plans, litigation, funding, mergers and other business purposes. These business functions are represented in the industries shown in the previous two tables.