valuation and negotiation
20Mar 2019

Valuation & Negotiation Skills

The more valuation calculations with detailed assumptions, the easier it will be to predict company value and help with negotiations. Multiple & complex valuation models – timeliness, responsive, and reporting processes don’t have to be burdensome.

Business Valuation Principles made easy for any executive to understand with insight […] Read more

stocks
31Dec 2018

Determining the Valuation of Stock Options in your Business for 2019

DETERMINING THE VALUATION OF STOCK OPTIONS IN YOUR BUSINESS

There are two primary purposes for stock options. One is part of an employee benefits package and the other is to pay for goods and services to help companies retain cash. Both of these purposes are valuable […] Read more

why do you need a business valuation
23Oct 2018

Why would you need a Business Valuation?

I’ve worked in valuations for decades. Many have asked me, why would you need a business valuation? For starters:

Employee Stock Option Plans.
Merger/Acquisition
Partial Business Buyout
Financing or Investing
Estate and Gift Tax
Purchase Allocation
Fairness Option
Litigation Avoidance
Life Insurance
Shareholder Agreement
Tax Considerations […] Read more

Rules for Minority Discount in Business Valuations
25Sep 2018

Rules for Minority Discount in Business Valuations

Rules for Minority Discount in Business Valuations

Minority Interest Discount – The concept of minority interest deals with the relationship between the interest being valued and the total enterprise, based on the factors discussed. “The primary factor on the value of the minority interest in relationship of the minority […] Read more

How Valuation Services Can Help You Sell Your Business
29Mar 2018

How Valuation Services Can Help You Sell Your Business

Valuation services may seem to be something you can do without when you get ready to sell your business. After all, you have your balance sheets, bank accounts, and tax returns, those will show what your business is worth right? Well, that is not completely true. Those items […] Read more

Tax season
20Dec 2017

Techniques To Allow Potential Funders To See The Objectives And Details

Techniques To Allow Potential Funders To See The Objectives And Details

Objectives and Details

It is very important to thoroughly look at the details of your business. In doing so, you could maximize your value and grow revenue 2 x 5 times

In an earlier article, we discussed […] Read more

quick guide
26Sep 2017

Quick Guide to Business Valuation Methods

Quick Guide to Business Valuation Methods. Let’s face it, the goal of many business owners is to build a company which can ultimately be sold for a large profit. While this may be the end goal, how to go about doing this can be quite difficult. This […] Read more

business valuation
9Aug 2017

Multiple – Complex Valuation Models

Multiple – Complex Valuation Models

Business Valuation Principles made easy for any executive to understand with insight on How to Increase Your Business Value Financially, Operationally and Strategically. I understand business theory, and I hope to make it easier for you to understand as well.  In the […] Read more

top seven ways
4Apr 2017

Top Seven Ways

Dale’s Top Seven Ways to Increase Business Revenue, Profits and Value

Dale’s Top Seven Ways to Increase Your Business Value

Goals–Coaching-Accountability–Rewards

There should be rewards for performance.  At all levels.  Profit sharing, bonuses, and specific milestone accomplish […] Read more

valuation errors
17Feb 2017

Common Valuation Errors

Internet Search – What is the correct Cost of Capital Number to Use?

Common Valuation Errors.  There are rules of thumb out there that give advice on what cost of capital or discount rate to use for a valuation present value calculation. A search on the internet […] Read more

valuation basics
2Dec 2016

Business Valuation Basics Washington CPA Tiffany Couch

Business Valuation Basics  Washington CPA Tiffany Couch

Washington CPA Tiffany Couch, Acuity Forensics’ founder and principal agreed

If you are new to the business valuation or never needed a business valuation until now, business valuation is a simple term to define a process of […] Read more

23Jul 2015

WHAT DO YOU KNOW ABOUT BUSINESS VALUATION PRINCIPLES

Dale Speaks in Washington, DC. Some comments from the group about what they learned about Business Valuations:
A. Cost of Capital (Present Value Discount Factor) is not the bank loan interest rate
B. The risk of your business determines your Cost of Capital
C. There are more valuation […] Read more

Auditor
19Jan 2015

How valuation services can help you sell your business

Valuation services may seem to be something you can do without when you get ready to sell your business. After all you have your balance sheets, bank accounts and tax returns, those will show what your business is worth right? Well, that is not completely true. Those items […] Read more

The-cost-of-capital
27Oct 2014

Tips To Pick the Right Valuation Service Provider

Tips To Pick the Right Valuation Service Provider

Knowing how to pick the right valuation service provider can be difficult depending on the type of business and the company that is chosen to handle this transaction.  There are many valuation service providers who claim to know […] Read more

Complex valuations
23Sep 2013

Complexity of Equity Warrants Valuations

Complexity of Equity Warrants Valuations. If you have recently been offered a warrant as a perk from a company you work for, it may be a good idea to use a certified

If you have recently been offered a warrant as a perk from a company you work […] Read more

24May 2013

Keys to Evaluating Valuation Service Providers

Keys to Evaluating Valuation Service Providers | The first step to choosing a valuation service provider is to evaluate the package of services offered to determine whether the provider meets your needs.  There are several points that should be covered when you begin searching for a valuation service, to […] Read more

methods
9May 2013

Quick Guide to Business Valuation Methods

Quick Guide to Business Valuation Methods

Let’s face it, the goal of many business owners is to build a company which can ultimately be sold for a large profit.  While this may be the end goal, how to go about doing this can be quite difficult.  This […] Read more

5Nov 2012

Business Funding Video

Business Funding Video

Business Funding Video. This  video will provide an overview of the Business Funding Services offered by Excel Management Systems, Inc. Please Contact Us for more information or to ask any questions […] Read more

1Nov 2012

Dale | Local Business Edition

Dale | Local Business Edition

This video will provide a general overview of the services offered by Excel Management Systems, Inc. Please Contact Us for more information or to ask any questions.

.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100 […] Read more