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Why Choose Excel?

Dale has been in the business for 29+ years and has helped over 150 companies
Dale has fouded 30 tech companies and has served in CEO, President, COO, CMO and CFO positions.
As a Wayne Brown Institute Mentor, Dale has guided over 100 companies to raising over 3 billion in equity capital.

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

Learn About Valuation

30 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.

Comprehensive (All calculations shown) Business Valuation Reports in less time (3-5 days) and lower cost (20-50%) Guaranteed!

Companies Dale Has Guided

  • Candlelight Homes
University of Utah
 Salt Lake City, UT
Candlelight Homes
 South Jordan, UT
Epic Ventures
 Salt Lake City, UT
Brigham Young University
 Provo, Utah
Okland Construction
 Salt Lake City, UT

Services Covered by Our Guarantee

  • Business Valuation100%
  • Patent Valuation100%
  • Corporate Valuation100%
  • Independent Valuation100%
  • Financial Valuation100%