Independent Valuation Services
Dale Richards, President of Excel Management Services, Inc. is a certified business valuator certified through the National Association of Certified Valuation Analysts (NACVA). He also serves on the Education Quality Assurance Board (EQAB) of NACVA.
Dale has been completing valuation analysis work for over 20 years. He brings high quality and expertise when performing independent valuations. Excel Management Systems’ costs are typically 20% – 50% lower than regional and national competitors yet the report quality exceeds the competitors with details of HOW the calculations are made. Contact Dale for quote today.
Why would you need an independent valuation?
- Financing or Investing
- You should know your value when investing or financing
- Estate and Gift Tax
- Independent Valuations are required for Estate and Gift Tax
- Litigation Avoidance
- Let Dale help you avoid litigation with independent valuation services.
- Life Insurance
- Find independent valuation for life insurance purposes.
- Tax Considerations
- When tax considerations are on the table look to Dale for independent valuation services
Independent valuation is needed for many business related items. Dale Richards is one of the best and most qualified independent valuation experts.
Feel free to contact us with any questions and we will get you all the information that you need. Independent Valuation can be a huge task and we know that. Dale will make Independent Valuation easier on you, your employees, and your business.
A few Valuation Basics:
Maybe you are new to the business world or never needed an independent valuation until now. Read on to learn the basics of what valuations are.
Valuation is a simple term to define; it is the process of estimating what something is worth. This could refer to you personally, your business, or even a patent.
In finance, valuation analysis is required for many reasons including tax assessment, wills and estates, divorce settlements, business analysis, and basic bookkeeping and accounting. Since the value of all things will fluctuate over time, valuations are as of a specific date. Valuations do not last forever; you will need to get them whenever a big event comes up. Remember value always changes.
There are many reasons why someone would need a valuation done. Maybe you are selling your business. When you sell a valuation will need to take place to determine how much your company is actually worth.
If your company is getting to the stage where you want buyout a company or maybe complete a merger. You will need a valuation for that.
Personally you will probably purchase life insurance someday or maybe that time is now. You will need a valuation to determine how much you are actually worth.
Best Valuation in the Business
If you are looking for quality valuation done right, then you are in the right place. Dale has worked in valuations for decades and is willing to help you make your next valuation as painless as possible.
Look around the site to learn more or contact us soon and we can help you out!
The site will guide you to and through the services you may need for your business valuation.
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Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
Jim, Chicago has 30+ years experience but has no systems, Dale Richards gave him a method to do it
Dale's overall business performance improvement ideas were of great value for Greg in Minneapolis
Values of Public vs. Private companies must consider the Marketability discount
Build value for high exit, Trevor, Atlanta, learned from Dale Richards Valuation Presentation