Soundview Magazine Highlights the “Knowledge is Power Manual” by Dale S. Richards
Certified Valuations
During the course of a business lifetime, there are many reasons why a corporate valuation is needed. There could be an upcoming merger or acquisition, a business buyout, establishment of an Employee Stock Option Plan, an Estate or Gift Tax, or even a situation where litigation is involved.
Company Operations
Corporate results are the end benefit of operational success and financial optimization. Developing a strategic plan is a base requirement for achieving success for any organization. Our programs focus on the various silos within a company and that includes employee recruitment, compensation . .
Valuation Principles
Establishing the value of a business requires an analysis of the company culture and the operational procedures. During Dale’s classes, he covers a host of topics including Contribution Margin Analysis, product line profitability, and development of a scorecard analysis. The Customer 80/20 analysis and spreadsheet review is also a key element.
Strategic Plan Facilitator
Operating a successful business is like playing chess. . . you need a strategy to win the game. CEOs need a 360 vision covering all aspects of company operations and often it means thinking like a scientist. This means looking at segmentation, market analysis, Internal data, benchmarks, and KPI’s. An experienced facilitator can guide you on the right path.
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business leaders. For more than 60 years, Vistage has helped CEOs, business owners, and key executives reach new levels of success.