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.
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 a 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. You may have looked at companies like Early Growth who can help you but have been confused about what exactly this process is, or what it could mean for your business. 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 to 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 a 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. Explore our website to better understand the value we can offer your organization.
The site will guide you to and through the services you may need for your business valuation.
Hear what our clients have to say
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Excel Management, Dale Richards, provides high quality valuation services
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
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How to Use Your Valuation Report
There is no “ONE NUMBER” in valuation. Therefore, the more calculations and results the greater the ability to use the data to achieve the results needed for any valuation objective. Valuation reports are complicated, but Excel Management, Dale Richards, helps clients to understand the many calculations and how to use them to accomplish business objectives. -
Excel, Dale Richards, Valuation Expert helps client to understand process
Excel, Dale Richards, Valuation Expert helps the client to understand the process. Tammy from Asphalt Materials, Salt Lake City, Utah, contracted Dalel to valuation their business for possible acquisition. She was very pleased with his understanding and help -
Excel Management, Dale Richards, provides high quality valuation services
Brad Robinson, CEO, Predictive Tech, Group, Inc., has used Excel Management Systems, Inc., Dale Richards's team to conduct four key business valuations for his blocking IP predicitve disease technologies. His four companies have almost a billion dollar valuation and these valuation analyses, calculations and reports are critical for a major IPO. Dale Richards speak all over the world on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. He is also an author on the topics. -
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Dale Richards, Excel Manaement Systems, Inc. helps a client to understand valuation strategy for future sale. Dale helped Kyle Hanson to understand different strategies and timing for a potential sale. Kyle Hanson, Asphalt Materials gained needed insight to help him make a value-added decision on when and how to sell his company. -
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
Value Principles & Productivity Pyramid were Matt' Warnock's, Ridgecrest Herbals, Salt Lake City, UT take aways from Dale Richards Valuation Presentation on key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.