Valuation & Financial Services
This section has three valuable services: (Register to Receive a FREE Sample Report)
1. Business Operations Improvement
2. Financial Performance
3. Turnaround Management
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
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.
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 29 years.
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 a quote today.
The site will guide you to and through the services you may need for your business valuation. Other Financial Services are available and include:
- Bookkeeping
- Accounting
- Tax reporting
- Auditing
- Financial Reviews
- 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.
We invite you to listen to comments from our clients about our programs.
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Dale Richards presents Knowledge is Power Valuation & Business Optimization in Cincinnati OhioDale Richards presented Knowledge is Power Valuation & Business Optimization
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Tom W. thanked Dale Richards for his Business Optimization Presentation in Atlanta, GATom thanked Dale for Metrics, CM, A/R collection. Tom is Pres/CEO Bull's Eye Br
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Dale Richards spoke in Myrtle Beach, SC and Amy wants to be a better coach with systemsDale Richards spoke in Myrtle Beach, SC and Amy Armstrong wants to be a better c
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Ashleigh Rivera, Reno NV, took away many actionable items from Dales presentation.Ashleigh enjoyed learning through Dales presentation on systemizing processes, a
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Brad Praised Dale Richards Knowledge is Power Business Optimization Presentation - SystemsBrad Fultz, Augusta Georgia, was especially excited about turning tribal knowled
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Tony Schutt, Kannegiesser ETECH Minneapolis liked Dale's Knowledge is Power Business OptimizationTony learned key metrics to improve management performance and the Productivity
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Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UTProductivity Pyramid® & Valuation Principles were key concepts learned by S
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Brian in Pittsburgh Praise Dale Richards Valuation PresentationBrian O'Conner from Pittsburgh, learned key business concepts from Dale Richards
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Dale Richards is best speaker in 4 years as Vistage MemberDale Richards presented his key business concepts that 2X-3X Business Revenue, P
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Dale Richards Valuation and Dashboard Presentation was a hit in VirginiaMatt McKelvey, a valuator himself, learned many new methods and uses for the Val
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Dale Richards taught Valuation & Negotiation skills in Vermont.Dale Richards taught Valuation & Negotiation skills in Vermont. Jack Russ
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Dale Richards made Complex Valuation easy to understand and applyJosh Newman from New York, New York, said he leaned ways to apply operation opt
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Larry So Carolina Praises Dale Richards Valuation & Optimization PresentationLarry Cossio, Owner Cossio Insurance, Greenville, So Carolina Praised Dale Richa
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Dale Richards Valuation Optimization Presentation with Dashboards was John's FavoriteDale Richards Valuation Optimization Presentation with Dashboards was John's Fav
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Excel Management Systems, Dale Richards, Makes Accounting Principles manage a businessExcel Management Systems, Dale Richards, Makes Accounting Principles work to man
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How to Increase you business value and valuation principles helped Mihai todayHow to Increase you business value and valuation principles helped Mihai, Simon,
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Jim, Chicago has 30+ years experience but has no systems, Dale Richards gave him a method to do itJim, Chicago has 30+ years experience but has not converted it to systems. Dale
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Dale's overall business performance improvement ideas were of great value for Greg in MinneapolisDale's overall business performance improvements ideas were of great value for G
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Values of Public vs. Private companies must consider the Marketability discountValues of Public vs. Private companies must consider the Marketability discount
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Build value for high exit, Trevor, Atlanta, learned from Dale Richards Valuation PresentationBuild value for high-exit, Trevor, Atlanta, learned from Dale Richards Valuation
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George, M&A Attorney learned how to Build Value from Dale Richards Valuation PresentationGeorge, M&A Attorney, Atlanta, Georgia learned how to Build Value from Dale
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Performance Dashboard is a key to enhance performance from Dale Richards Valuation PresentationBrian Slack, Atlanta, Georgia found out a Performance Dashboard is a key to enha
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Business Value Tools - How to Increase Value, Ft. Lauderdale, Dale RichardsBusiness Value Tools - How to Increase Value, Ankit Jan, Ft. Lauderdale, said Da
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Business Valuation Principles - Darren gained insight on common errors and methods by Dale RichardsBusiness Valuation Principles - Darren McBride, Reno, Nevada gained insight on c
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Business Valuation Principles: Key elements gained by Ed, Houston, from Dale Richards PresentationBusiness Valuation Principles: Key elements gained by Ed, Houston, from Dale Ric
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80-20 Customer Gold Program ®, Rifle vs. Shotgun, Dashboard elements were key conceptsNike, Owner, Bedouin Suites, Canada. Learned about methods to improve his comp
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How to Improve Value & Performance is what Greg, CA learned from Dale RichardsBusiness Valuation Principles & How to Improve Value and Performance are wha
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Eric, NY gained valuation insights & 80/20 Customer Gold®M&A Business Value: Eric Mertz, Rochester NY gained valuation insights that
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Contribution margin Management Accounting: Curt learned from Dale Richards' Valuation PresentationContribution margin Management Accounting: Curt Finch, Journyx, Austin Tx, learn
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Tiffany Couch, WA, agreed that Dale made hard Valuation Principles more understandableTiffany, a Washington CPA, Acuity Forensics' founder and principal agreed that
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Jim Bennett; Business Evaluation - Performance Improvement were key points every CEO should hearBusiness Evaluation - Performance Improvement were key points every CEO should h
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Business Valuation: Scott M, Toronto, Praises Dale Richards Valuation PresentationBusiness Valuation: Scott Moore, Toronto, said Dale Richards; Valuation Present
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Business Valuation: Mike Patton, Calif, Loved Valuation Principles to correct errorsMike Patton, San Jose, Loved the Valuation Principles that will correct errors i
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Business Performance: Kerry, 30+ year CPA, will now use Dale\\\\\\\'s Cash Flow graphical methodBusiness Performance Metrics: Kerry Gordon, CPA, Moss Adams Professionals. Sacra
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Frank Luongo, Irvine CA learned many key points on business valuation and then how to increase valueFrank, Core Technologies, Long Beach, CA learned key Business valuation principl
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Mike Peterson, Suntree Pharmacy, FL gained Valuation Services & business Valuation principlesMIKE PETERSON - Melbourne, FL — Business Manager for Suntree Pharmacy gained
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Eric Poerschke , Houston, Loved Dales flexibility to adapt Business Valuation princiEric Poerschke Managing Partner NextLevel Thinking, Houston, Loved Dale's flexi
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Christopher Anderson, Ledge Lounger, Houston, can 2X business with Dale\\\\\\\\\\\\\\\'s valuation -Chris Anderson, Houston, President of Ledge Lounger, Inc. attended Dale's Vistag
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Ken, Ohio, invites all companies to have Dale complete 2-3 day assessment/Growth sessionKen, Malta Dynamics, Ohio, invites all companies to have Dale come to their comp
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Chris loved Dale's delivery of Valuation Principles, How to Increase Value with attenChris, Austin, Texas loved Dale's delivery of Valuation Principles, How to Incre
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Cam W, Columbus, OH, will use Dales systemize principle to help his company scaleCam Williams, Columbus, OH, HotChickenTakeover Restaurant was voted top new rest
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Jan Hawkins, St Paul, MN really enjoyed a learned from Dale Richards Valuation PresentationJan Hawkins, CEO John Henry Foster, Eagan, MN was thrilled to a part of the Vist
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Clay, Rochester, NY, gained important insight on valuation principlesClay, Rochester, NY, gained important insight on valuation principles that will
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Scott, Bend, OR just sold his company - Dale Valuation Principles will help with future dealsScott, Bend, OR just sold his company - Dale Valuation Principles will help with
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Jack, Tucson, AZ will use Minority Discount concept immediatelyJack, Tucson, AZ will use Minority Discount concept immediately from Dale Richar
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Chris, Tucson, AZ, learned key valuation concepts to help his business valueChris, Tucson, AZ, learned key valuation concepts to help his business value. H
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Robert Fox, in Las Vegas said Dale is a valuation expert to get you the max value for your businessRobert Fox, CEO Space Las Vegas, Had fun and was amazed that Dale could present
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Brian Cumming, PE Owner of BCA Technologies, FL, gained business valuation knowledge & management cBrian Cumming, PE Owner of BCA Technologies Orlando, gained business valuation m
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Matt Richardson, San Diego, learned from Dale: Reoccurring Revenue and Cash Cow value vs. Sell PriceMatt Richardson, San Diego, learned from Dale: Reoccurring Revenue and Cash Cow
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Vance from Vancouver, BC, Canada will increase his business value because of DaleVance from Vancouver, BC, Canada will increase his business value because of Dal
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Brian, Winnipeg, Canada, gained insight on valuation methods that will help him right nowBrian Oleksiuk, Winnipeg, Canada, gained insight on valuation methods that will
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Randy Willaman, Dublin, OH, was glad Dale explained the valuation process & how to increase valueRandy Willaman, Dublin, OH, was glad Dale explained the valuation process. It he