15Dec 2017

Business Funding and Valuation Services

Business Funding

I have helped to mentor over 100 companies for successful fundraising events, as a partner with the Wayne Brown Institute headquartered in Salt Lake City, Utah. These companies have raised over a billion dollars.

Do you know the keys to a successful funding event?

  1. Concise one-page business FACT sheet
  2. Easily understandable business plan
  3. Succinct ten-minute presentation
  4. Understanding of the fundraising process

How about the 5 C’s of Banking? Do you know them? Loans require the 5 C’s of banking and a specific business plan to achieve the objective and establish the confidence of the banker.

  1. C – Character – Trust and history
  2. C – Capacity – Financial strength to repay
  3. C – Capital – Own investment vs. needs
  4. C – Collateral – Income and asset support
  5. C – Conditions – Economy impact and conditions

A few Valuation Basics:

Maybe you are new to the business world or never needed a business valuation until now. Read on to learn the basics of what valuations are.

Valuation is a simple term to define; it is the process of estimating what something is worth. This could refer to you personally, your business, or even a patent.

Business valuation is a process and a set of procedures used to estimate the economic value of an owner’s interest in a business. Business valuation is used by financial market participants to determine the price they are willing to pay or receive to perfect a sale of a business.

In finance, valuation analysis is required for many reasons including tax assessment, wills and estates, divorce settlements, business analysis, and basic bookkeeping and accounting. Since the value of all things will fluctuate over time, valuations are as of a specific date. Valuations do not last forever; you will need to get them whenever a big event comes up. Remember value always changes.

There are many reasons why someone would need a valuation done. Maybe you are selling your business. When you sell a valuation will need to take place to determine how much your company is actually worth.

If your company is getting to the stage where you want to buyout a company or maybe complete a merger. You will need a valuation for that.

Dale Richards created the expansion business plan for Gabriela Coman Romania to grow with additional capital from 20% to 90% growth per year. In three days of joint work, a detailed plan was created with novel proprietary organizational techniques to allow potential funders to see the objectives and details quickly to ensure success (in limba Romana).


Learn more about Business Valuation Principles by Dale S Richards



Preview Dales presentations: Watch Dale In Action Dale S. Richards specializes in management, marketing, operation optimization & business valuation consulting and is a 25+ year turnaround expert. He has implemented success concepts into results in 150+ companies. Dale is a Certified Valuation Analyst (CVA) with NACVA, a Vistage International CEO-Board Chair in Utah and a World and Vistage International Speaker. Visit to learn more about Dale and business valuation services.

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