This section has three valuable services:

  1. Certified Business Valuation Expert Services (Register to Receive a Free Sample Evaluation Report)
  2. Financial Accounting and bookkeeping Services
  3. Business Audits, Reviews and CPA Opinions

Certified Business Valuation Services:   Dale Richards, President, Excel Management Systems, Inc.,  is a Certified Valuation Analyst (CVA) business valuator certified through the National Association of Certified Valuation Analysts (NACVA).  He also serves on the Education Quality Assurance Board (EQAB) of NACVA and has been completing valuation analysis work for 20+ years.

business chart showing success

Mr. Richards’ 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 us now for

quote today.

Business Valuations are needed for many business situations and include:

  • Employee Stock Option Plans – where IRS rules can require annual market valuation data
  • Merger/Acquisitions
  • Partial Business Buyout
  • Financing or Investment
  • Estate & Gift Taxes
  • Purchase Allocation
  • Fairness Opinion
  • Litigation Avoidance
  • Life Insurance
  • Shareholder Agreements
  • Tax Considerations
  • Buyer/Seller Agreement

valuation-table

 

The site will guide you to and through the services you may need for your business valuation.Other Financial Services are available and include:

  1. Bookkeeping
  2. Accounting
  3. Tax reporting
  4. Auditing
  5. Financial Reviews
  6. Financial Opinions

 

As you search the site and have questions, please hit the Contact Us links and submit your question and our team of experts will get back to you with the answers.

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