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Dale is the BEST when it comes to getting a company set-up properly
Dale is…
James Divver
Recommendations
Dale is an expert in his field. He is great to work with, and his…Brad Richards
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Dale is the out-sourced CFO of our company. His knowledge and skills have guided…Emily Richards
Man of Integrity
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Damian like Dales presentation on Optimization
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Betsey, Allentown…Recommendation
Dale is an experienced business hand, focused on optimization and valuation for small to medium…Recommendation
I have known Dale for over 10 years, and have worked closely with him in…Recommendation
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I met Dale through Vistage and I would recommend him without reservation to anyone who…Vic Holtreman
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I’ve had the incredible opportunity to work with Dale for over a year while…Brandon Savage
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Brooke Lee, St. Paul, MN will implement the contribution margin now
Brooke Lee, CEO, of a…Recommends
I wholeheartedly recommend Dale Richards. You might have seen his “Top Chair Speaker” presentation in…Dale Anderson 15 plus year Vistage Member, Minneapolis, MN, comments that Dale’s presentation
Dale…
Glenn Gave these very positive comments about the presentation.
Dale presented in Colorado Springs, CO on…Dale’s finance presentation was excellent and fun.
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Dale’s expert Program
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Very nice presentation-content-idea generation.
Very relevant speaker. I got a lot of take a…Highly enjoyed, “what my business is worth” is a key question we all have. It is…
I wish we had an entire day with Dale. He had a great deal of useful…
I think he and his subject matter were very good. Extremely knowledgeable!!! HIGHLY RECOMMEND HIM FOR…
HE WAS ONE OF THE BEST SPEAKERS I HAVE EVER SEEN. His info was relevant and…
Awesome. Best one of the year with a lot of take home value to work on…
Dale was a fantastic speaker and I enjoyed his presentation today…
Great multiple take aways. Dale I really appreciated the sacrifice you made to travel to our…
Thank you Dale. That was one of the MOST INFORMATIVE SESSIONS I’VE HAD THE PLEASURE…
ONE OF THE BEST SPEAKERS WE’VE HAD.
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Excellent info on topic, but also more generally great business advice.
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Dale is exceptionally well qualified to talk on a broad variety of business issues.
Evaluation presentation…Excellent speaker. He got everyone involved. I learned a lot…
TOP 5 SPEAKERS FOR TAKE AWAYS THAT WILL AFFECT MY BUSINESS!!
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ONE OF THE BETTER SPEAKER SESSIONS I’VE BEEN PART OF.
Very good presentation -GREAT content…Thanks Dale, it was a very enjoyable and informative presentation. My members all enjoyed it and…
Every member got a real value today.
Dale’s knowledge and presentation skills are high…Awesome. Will engage with Dale to improve my business…
Excellent content delivered in a high energy and focused session…
Great insight and knowledge -Wonderful presentation…
This was a highly impactful presentation and Dale was highly engaged with my members…
All of our Vistage speakers are first rate, and He Is The Most Valuable So Far…
Dynamic, Very high energy level -Especially loved the coaching period
I WANTED YOU TO KNOW THAT…WE NEED THIS PERIODICALLY AND REGULARLY…
Great session, very interactive and great specific examples were given…
DALE IS A GREAT SPEAKER – Real usable content. Very engaging…
Jim Johnson President of LINEDRIVE
Dale provided a solid review of our business value utilizing multiple…Lance Descourouez recommends Dale Richards for speaker
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Customer 80/20 Gold Program
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Andrew, Providence, RI has a plan to implement
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Increase profits & value
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Excel Management SystemsScott Ai Hawaii on Dales Value Principles
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Peter, Chicago, Learned about the Productivity Pyramid from Dale Richards Valuation Presentation…
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really liked the Productivity Pyramid idea that Dale Richards presented…Jason, Carson, CA , a 20 Year Vistage member learned new valuation principles.
He stated that he…Lucian and Iulia, from Romania, found value in the business concepts
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Stephen from Saint John, Canada…
Productivity Pyramid TM & Systems
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Technical & operational
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Optimization ideas
What is your approach to marketing, Rifle vs. Shot gun ? Interested in increasing your…
Business Valuation principles
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Business Valuation:
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Performance Improvement
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Looking for ways to improve your business performance?
3-Day Performance Improvement Retreat: Michael Black President…business valuation
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Performance Improvement
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Business Performance Metrics
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Productivity Pyramid
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Productivity Pyramid TM: Colin, Carlsbad, CA learned annual employee review do not improve productivity…
Common Errors and Methods
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First let me speak for the entire Momentous team and say that…Business Value Tools
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Rifle vs…Performance Dashboard | Cash Flow
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Rolling 12 Month…
Build Value for High Exit – Financially, Operational and Strategically
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Richards Valuation…The “80/20 Customer Gold ProgramTM” works.
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Berny Dohrmann CEO Space
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I, Mark Driver with Summit Innovations, a distributor…
Be ProActive When Going After Customers – Productivity PyramidTM
A productivity improvement program (“Productivity PyramidTM”) with a…Performance Dashboards – keys to performance improvement
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A 12-month rolling metric tracking system can work on most performance metrics. It…101 Business Valuation Basics
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Amy Johnson, Skyline Scaffolding, CA…
Dale made Complex Valuation easy to understand and apply
Josh Newman from New York, New York…Kris Watson, of WSI Trash Valet & Recycling praised Dale.
The valuation was completed quickly once…Dale Richards gave Josh & Vistage Members insights to increase business profits & value
Dale Richards…Dale Richards gave Josh & Vistage Members insights to increase business profits and value
Dale Richards…Nathan Christensen, praised Dales valuation principles and Productivity Pyramid
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Management Systems, Inc. to Vistage members…
Why Choose Excel?
Experience
Leadership
Mentoring
Why Do You Need a Valuation?
Valuations are important, here's why
Mergers/Acquisitions
If your company is in negotiations for mergers or acquisition then a business valuation should be preformed.
Fairness Option
When determining the fairness of mergers, acquisitions, buyback, etc., your company will need business valuation services
Employee Stock Option Plans
Certain IRS rules dictate that you need an annual business valuation report
Estate and Gift Tax
Business Valuations are required for Estate and Gift Tax
Litigation Avoidance
Let Dale help you avoid litigation with business valuation services.
Tax Considerations
When tax considerations are on the table look to Dale for business valuation services
Comprehensive (All calculations shown) Business Valuation Reports in less time (3-5 days) and lower cost (20-50%) Guaranteed!
25 year proven matrix & process to increase Business Performance, Value & Profitability. The program is designed for CEO, President, CXO, SB, or KEY.
Excel Management’s comprehensive business valuation analysis and business valuation methods cost 20% – 50% less than regional and national competitors, yet the report analyses and quality exceeds the competition. Excel provides Corporate Valuation Services, Business Valuation Services, Financial Valuation Assessment, Expert Business Valuation Methods, Valuation Services, Operations Assessment which yield key metrics and performance action items to raise business profits and value 2X-4X. Proven over 100 times.
As a certified instructor and speaker for the State of Utah and for Vistage International, Dale Richards has presented all over the US, Canada, and Europe.
We have helped clients establish equity-based financing, lines of credit, asset loans, SBA financing, and all other bank sourced financing.
Companies Dale Has Guided
University of Utah
- Client:
- Salt Lake City, UT
Candlelight Homes
- Client:
- South Jordan, UT
Epic Ventures
- Client:
- Salt Lake City, UT
Brigham Young University
- Client:
- Provo, Utah
Okland Construction
- Client:
- Salt Lake City, UT
Services Covered by Our Guarantee
Business Valuation100%
Patent Valuation100%
Corporate Valuation100%
Independent Valuation100%
Financial Valuation100%