Testimonials

Mark Mestas provided a testimonial on Dale S Richards. Dale stayed after us to get the info needed. He worked even when he was in Africa. His communication was excellent. I had questions on the valuation & he was able to answer them articulately. The speed and the quality of the analysis and reports were all excellent. I would refer Dale to others. 

Mark Mestas

CEO, Dog Training Elite Franchising

Caleb learned in 3 hours what he has tried to learn over his 25-year career. Caleb learned from Dale S Richards’ presentation on Business Valuation Principles – How to Increase Your Business Revenue, Profits, and Value. Dale has helped over 150 companies 2X-3X their revenue, profits,

and value. We’d love to hear your testimonial on Dale S Richards

Caleb Chamberlain

CEO, OSH Cut

We needed it done quickly and he was able to ask all the right questions to help us get there. Went through and updated and looked at all the critical factors and explained them. Excellent Very Thorough. Good experience overall!

 

David Sahr

CFO, SAKURA Wagyu Farms

“Dale’s Quality of Analysis was excellent; it was very detailed and easy to follow. Dale was very efficient and quick. The price was lower than other
companies in my area”

 

 

Christine Queally Foisey

CEO · Co‑Founder , Medsafe

The timeliness of service was good. Dale called and explained the analysis, and the report includes very useful information for a buyer or seller to start a conversation. The report is at a price point that can be budgeted more frequently rather than a single event at the sale. I would refer others to Dale.

 

Reed La Tourette

President and Founder, L.A. Lift Services

Vistage Speaker, Dale Richards talks with Shippers Solutions President, Henry Camp in Louisville, KY. Camp, was grateful for the knowledge learned through Dales’s presentation on Innovative

Henry Camp

President, Shippers Solutions

Jim was happy with Dale’s timeliness of service. Exceeded his expectations while addressing issues he had not thought of. Dale was very thorough. Great value for a certified valuation and top-notch report Jim stated he would refer Dale’s services. “Dale is the guy I’d have do mine, I’d recommend him to anyone else”.

Jim Pack

CEO, Rock Solid Internet Systems

Kip had this to say about Dale’s certified valuation process and results.  Dales’s timeliness of service was excellent, with great communication and quick turnaround. . He was on topic and the valuation captured our market. Dale was easy to understand and well-presented. He worked with us on our needs and knows how to comprehend our company and needs.

Kip Eardley

President, Gladiator Solutions, Inc

Vistage member Steve Lindley and speaker Dale Richards learned and presented key business concepts of Optimization in Chicago to an Emerging Leaders group. Specifically, Steve will implement Dale’s method for systemization of tribal knowledge.

 

 

Steve Lindley

Operations Manager, Wille Brothers Concrete

Leslie Garrison, St Louis learned key business concepts on good coaching and performance dashboards from Dale

Leslie Garrison

CFO, Cornerstone Wealth Management

TJ Williams, St Louis Learned key business coaching concepts and a complex certified valuation concept in simple-to-understand terms from Dale S Richards.

TJ Williams

DC, PHD, The Institute of Natural Health

Dale Richards spoke in Myrtle Beach, SC and Amy Armstrong wants to be a better coach with systems. She Learned key business concepts from Dale S Richards’ presentation on Business Valuation Principles

Amy Armstrong

Exe. Director, Environment Law Project

Dale Richards presented Knowledge is Power Valuation & Business Optimization in Cincinnati. Keith Weyler, Pres LOTH holdings liked the certified valuation concepts and then how to raise value for employees, executives and stockholders.

Keith Weyler

President , LOTH holdings

Tom thanked Dale for Metrics, CM, A/R collection. Tom is Pres/CEO Bull’s Eye Brands, Inc Atlanta, GA http://www.smartmouthfoods.com Tom Learned key business concepts from Dale S Richards’ presentation

Tom Willingham

Pres/CEO , Bull's Eye Brands

Tanner Bean rated Dales services Excellent, for timeliness of service, quality of analysis, and report. Tanner stated he would refer Dale’s services to others

Tanner Bean

Attorney, Fabian Vancott

Dale’s timeliness of service was very good, as well as the price paid. Dale presented a satisfactory quality analysis and provided an excellent report.

Barry Slaymaker

Vice President of Finance, ATC Development

Tony learned key metrics to improve management performance and the Productivity Pyramid® – Goals, Coaching, Accountability, and Rewards, to raise productivity by 20-200% from Dale S Richards’ presentation on Business Valuation Principles .

Tony Schutt

Exe VP, Kannegiesser ETECH

Dale was very thorough & comprehensive. The entire process allows for transparency and provides a ton of value. The clarity of the report allows for a lot of confidence going forward. Excellent analysis, report, and the cost was good.

Andrew Morris

Regional Vice President, Arijet Communications

Especially excited about turning tribal knowledge to systems he learned from Dale S Richards’ presentation on Business Valuation Principles – How to Increase Your Business Revenue, Profits and Value 2X.

Brad Fultz

Chief Operating Officer, Blanchard Machinery Company

Learned how to turn tribal knowledge to systems from his Business Principles – How to Increase Your Business Revenue, Profits and Value 2X

Yvette Burger

HR Manager, Mallick Mechanical

Learned key business concepts from Dale S Richards’ presentation on Business Valuation Principles – How to Increase Your Business Revenue, Profits, and Value 2X.

David Glassman

Distributor, 2020 Metals

Quality of report and price paid – both were excellent, and I appreciated the Vistage Discount. Would refer Dale’s services to others.

Aaron Stewart

President, Stewart Construction

Dale was extremely upfront with the timelines. He expressed his timeline that would occur after we gave him all the information. He did better than what he promised. The multiple methods of approaches were calculated and explained. All the items were well laid out and explained. think it was a good price. I’ve tried others and really like Dale. I like the wonderful service that we received.

 

Cliff Hokanson

Executive Vice President, HHI Corporation

The report demonstrated attention to detail and Dale’s analysis and explanation of the valuation were expertly provided. Dale is professional and quickly met our needs. He took the time to explain each section of the report and provided insight into ways the results would most likely be utilized.. Dale’s personal touch confirmed we made the right choice.

Regina Hokanson

President & CEO, HHI Construction

Ashley learned about contribution margin and graphical metrics that help a company Increase Business Revenue, Profits and Value 2X

Ashley Davis

VP, Davis Jewelers

Great communication, thorough, and detailed. The price was excellent, would refer Dale to other. Dale was very responsive. Analysis and timeliness of service were also excellent.

Kim Butler

Founder, Prospertity Thinkers

Dayne stated that Dale used real-life examples to illustrate the financial topic that could have been boring but he made it fun.

Dayna Nuemann

Chief Sales Marketing Director, United Mail

Tony learned key metrics to improve management performance and the Productivity Pyramid® – Goals, Coaching, Accountability, and Rewards, to raise productivity by 20-200%

 

Tony Schutt

Exec. VP, Kannegiesser ETECH

Ashleigh enjoyed learning through Dales presentation on systemizing processes, active listening, and setting boundaries.

 

Ashleigh RIvera

Director of Operations, Gemini Legal

John learned key business concepts from Dale S Richards’ presentation..John’s particular interest in the contribution margin for each of his SKUs to optimize profits

John Maxon

Chief Operating Officer, Blanchard Machinery Company

Sam Phillips praises Dale Richards Knowledge is Power Valuation and Optimization Presentation in Monterey CA

 

Sam Phillips

Vice President of Operations, Ausonio Incorporated

Chris Martin, PA Praised Dale Richards’ Knowledge is Power Manual. Buy it NOW!! stated Chris

Chris Martin

Exe Chairman, Martin Guitars

Brad Fultz, Augusta Georgia, was especially excited about turning tribal knowledge to systems he learned from Dale S Richards’ presentation

Brad Fultz

Chief Operating Officer, Blanchard Machinery Company

Andres Sineros gained from Dale Richards Knowledge is Power Valuation & Business Presentation

Andres Sinero

Sineros Brothers Manufacturing , New Mexico

Derek in New Mexico Learned about Contribution Margin vs. Gross Margin and graphical dashboards to optimize his business performance

 

Derek Fannin

Operations Manager, Affordable Solar

Dr. Joy, Hawaii Praise Dale Richards Knowledge is Power Valuation & Business Optimization Presentation. She learned key business concepts from Dale S Richards’ presentation on Business Valuation Principles

Dr. Diane Joy Ostroff

Center for Natural Healing, Honolulu HI

Dustin Bennett, New Orleans, Learned key business concepts from Dale S Richards’ presentation on Business Valuation & Optimization Principles. He especially liked the referral program concept.

Dustin Bennett

Visionary, NOLA Restaurant Supply & Design

Randy Clegg stated that Dale completed the Quality of analysis inside of 2 weeks once he had the required information. Dale was very comprehensive and thorough in his explanations. Dale Covered every angle and then some when it came to the quality of reporting. Pricing seemed very fair considering my research. Overall very positive experience – would recommend Dale.

 

 

Randy Clegg

CEO, Applespice

Heather Beessoff stated that Dale delivered in the communicated timeline and very quickly! In both instances, the valuation was as anticipated. The report was thorough, straightforward, and very clear. Very reasonable and within our budget. Would recommend Dale for all the reasons given above.

Heather Bessoff

DVM, Chief Executive Officer, Ampimmune

Had full report back within one week after providing information notes Dave Pardus. Quality of Analysis had multiple scenarios – including minority discount which will help with valuing internal sales in our business. Dale has Terrific value – it was half the price of prior valuations and quality was better than others

Dave Pardus

CEO, Total Beverage Solution

Dale was able to answer our questions quickly. Jeff Alexander stated The price paid was worth the update. Excellent quality of analyses and reports. Would refer Dale.

 

 

Jeff Alexander

CEO, Alexanders Print Advantage

Jane Plante says Dale’s timeliness of service is excellent. His response was quick & informative. Very though the quality of analysis & reporting. Provided plenty of backup to reinforce valuation numbers. Loved the Vistage discount. Invaluable different views on value based on whichever situation you are in. Would recommend Dale to others.

Jane Plante

COO/Vice President, AOS

Steve Snedegar, Iowa, learned key Knowledge is Power business concepts from Dale S Richards

Steve Snedegar

CEO, GMT Corporations

Dale’s knowledge is power book & seminar are a hit in Bellevue, Washington for Evan Hoover an Emerging Leader Vistage member.

Evan Hoover

Director of Administration, Foundation for International Services

Knowledge is Power for Dale Richards’ Certified Valuation Work per Joe Fronzaglio of Nucor Steel in Connecticut.
Joe Fronzaglio

CEO, Nucor Steel

Dale Richards Knowledge is Power book is a hit to Lauren Foster in Charleston SC

Lauren Foster

CEO

Deb Moore thanked Dale for training on Knowledge is Power Valuation & Business Optimization

Deb Moore

, Ray's Flooring Specialists

Shawn Mullen, Iowa learned key Knowledge is Power business concepts from Dale S Richards’ presentation 

Shawn Mullen

President/CEO, Protex Central

Ethan attended a Vistage Emerging Leaders Group program and found Dale’s info very insightful.

Ethan Skaggs, PE

Principal Engineer, LDA Engineering

Gary attended Dale’s 3 Day Optimization Analysis and Training program and he shares his comments in this video.

Gary Gosselin

CEO, Shannon Motors

Drew works in the healthcare industry and found he was able to apply what he learned at Dale’s training program.

Drew Haverstock

Owner, Milestone Therapy

Brian O’Conner from Pittsburgh learned key business concepts from Dale Richards’ presentation on Business Valuation Principles. This video highlights his thoughts. 

Brian O'Conner

VP of Marketing, Aerotech Inc.

Deborah attended a Vistage event in Pittsburgh and shared her thoughts on the presentation in this video.

Dr. Deborah Gilboa

Entrepreneur in Mental Health Field

Everything was delivered extremely quickly and was very thorough. He provided a wealth of detailed information as always. Very helpful and beneficial. I was very happy with the services and will recommend Dale to others in need of Dale’s services.

Jeff Bray

CEO, Medquest Pharmacy

Dale received excellent marks in Price, Quality of report, and analysis.  His timeliness of services was also excellent, and I would not hesitate to refer Dale to others.

Tim Conway

Chief Operating Officer, Semco Plastics

It was very good. The timeliness of Dales service was faster than was expected. He provided excellent quality of analysis, and the quality of the report had a lot of detail and comparisons. The price was also very good. Jenn would refer Dales’s services to others.
Jennifer Welding

Unlimited Design

Dale had great content in his presentation. He would like to have even more data/examples in the workbook. He plans to revisit his workbook after the session, specifically some of the formulas/calculations discussed.
Wes Dunn

Director, Operations Engineering, Jungle Disk

The quality of the report was excellent. The quality of the analysis was also excellent. I would recommend Dale to others. It was a very good price.
Ivan Gekht

Chief Executive Officer, Gehtsoft

Dale was personable & professional. He did a great job. Everything was well presented and he offered a very nice price for a great report.  A complete success.  I liked everything we received. I would refer Dale to others. His quality of report and analysis was excellent.
Dave Krivus

Chief Financial Officer, UMF Medical

Dale provided me with excellent timeliness of service, his quality of analysis & report was excellent.  Dale’s experience showed in his reports. He provided excellent service,  at an excellent price.  Great Value!
Scott Roberts

Excellent timeline of service. Dale reviewed both the financial and market data and provided a balanced perspective on the valuation. His Quality of analysis was excellent. The report provides all the details needed to support his findings.  The price was competitive to other proposals that I reviewed. Dale met all my objectives in providing a valuation I would recommend Dale to others.
Greg Bartels

Chief Executive Officer,

Dale is fantastic at follow through. The quality of the analysis was excellent. He understood my business and used his experience to develop an accurate reflection of the value of my business. He offers all of the details while also highlighting the salient points. Price paid was excellent.  I received tremendous value, from all of my interactions with Dale   I would recommend Dale’s services to others.
Allison Heaney

Chief Financial Officer,

UpHealth UPH-NYSE was grateful for Dale Richards’ Excellent Facilitation of their first team meeting.  Dale Richards was on short notice asked to facilitate UpHealth’s first live team meeting in Salt Lake City and  CEOOF  MedQuest Pharmacy expressed his gratitude to Dale.
UpHealth

Analysis, it was very thorough. The work was done very quickly. Dale was excellent in his analysis and very thorough in the report. The price was very good. Would refer Dales services to others
Sharon McLachla

CEO, Anderson Door Company

Timeliness of service, Dale processed everything quickly. The quality of analysis was excellent, and this is the 2nd time around. It is easier to understand the second time. The quality of the report provided us with many options. The price was excellent, and Dale discounted the second report Would refer Dale to other
Jeff Alexander

Chief Financial Officer, Alexander’s Print Advantage

Dale is cooperative and works well with customer time requirements. His quality of analysis is excellent. He is Informative, and Dale explained the analysis in detail and provided answers to questions we had and more. Excellent detail and affordable. This is the second time that we have used Dale’s services.

Glenn Foreman

Founder, Mud Buddy Manufacturing

The whole valuation was completed in very short order! There is a lot of excellent commentary accompanying the numbers. I appreciate that several valuation approaches were used in achieving the valuation amount. Very thorough and comprehensive. It’s a really good value! The product is excellent, prompt, and very insightful.
Trent Servoss

Fractional CEO, Company Vitals

He showed me how I was slowing the project down by not providing all required documents in a timely fashion. Continually kept me on task and provided results shortly after all documents were received. Numbers were detailed and justified with a thorough market analysis. Excellent Details and justification of the process were provided. Price was fair . Dale was responsive, detailed, and provided a high level of trust
Bodie Christiansen

Chief Operating Officier, Simplified Supplement Solutions

Quality of analysis and report was excellent. The price was also excellent and Tood stated he would refer Dales’s services to others.  Todd is the CEO, and a Residential Mortgage Loan Originator, with Achiea Mortage
Todd Beasley

, Achieva Mortage

He took the time to understand the unique patterns and trends of the company. He thoroughly provided multiple perspectives and assisted in identifying the correct value for the purposes required. Very fair price for the quality of work and deliverable.  Already scheduled to present to our team of Fractional CFO’s.  Excellent rate, Quality of analysis, rate of timeliness, and the price paid!
Tim Weeks

Fractional CFO, Company Vitals

Dales rate, quality, and price were excellent. Dale and the team helped me in record time. Less than a week to get the analysis/report. The Vistage & Returning Customer discount made a difference. Vistage Price was doable for us. Otherwise, we could not have moved forward. Thank you
Nick Lieberman

President/Partner , Innovare Medical Media

“Service was excellent, the report was ready on schedule, and convenient.  The quality of the analysis was excellent. There was an extensive amount of benchmark information provided for companies with the same code. The report was very comprehensive & actionable. Helps with goal setting and management. Great value and I appreciated the Vistage discount.
Amber Gilbert

Managing Director, Cyanhealth

Extremely informative with a lot of back-up data to verify valuation provided.  The quality of analysis was excellent, with 9 approaches and statistical correlation. Explaining everything in infinite detail. Very responsive, and excellent turnaround time. First-rate. Extremely informative based on data and research. Cost competitive – blows the competition away!
Erik Fleming & John Caron

, Diverse Optics Inc & Pierco Genuine Beekeeping Equipment

Responsive and patient while working through our valuation, providing an excellent rate of timeliness of service. The quality of analysis, quality of  Report, and the cost were excellent.  Dale was great at explaining his process and how he came up with our valuation. The report was clear and Dale took the time to explain the report to us.
Candice Summer

, Excel Boats

Turnaround time of the report was quick. The quality of analysis provided information “we didn’t think of”. The report was easy to follow and the price was excellent, she loved the referral discount. Stormie states that she would recommend Dale, he was very caring for our situation, and we were treated amazingly.
Stormie Williams

, Rawlings WY

Very patient with our delays and excellent at follow-up without judgement. Turn around was very quick when received. He was extremely detailed and his support valuation was very descriptive.  Fair Price for the work performed and report provided – the quality was well worth the reports.  Dale was easy to work with,  he is very knowledgeable and the information provided is on point.
David & Christine Zumpano

CPA, Estate Planning Law Center

Dales quality of analysis and quality of reports were very good – excellent.  The price paid for services was very good, and Bart would refer Dale Richards services to others without hesitation.
Bart Bartlett

CEO, DemandZEN

Completed what was asked and always returned our calls quickly. He does a great job, and I have been referring others to Dale.  He was very responsive and even worked on our case right after some outpatient surgery. Dale listened to what we needed and delivered”.

 

Bert Cooper & Theresa Fanning

Clarus Wealth Advisors

On time when needed and very thorough. As promised, he supplied all the calculation and assumptions details needed for their valuation objectives at an excellent price.  It was a great experience and  the report was easy to follow and supplied the information we needed for the transaction. I would recommend Dale. The quality of analysis and report were Excellent.
Matt McCauley

CEO, Logo Brands

Dale responded quickly. Quality of analysis was excellent. He was very thorough. The list price was good… he gave a discount because of our past business relationship and the immediate availability of all the information he needed. Dale is great!

Paul Hoyt

A 32 year Vistage member, Bruce Nesbitt, Chicago, praised Dale Richards Valuation/Optimization Presentation in Chicago. Bruce has seen over 250 Vistage speakers but rated Dale Richards, Excel Management Systems, Inc. President, as the number 1 best speaker over 32 years
Bruce Nesbitt

32 Year Vistage Member, Chicago IL

Dale got back to us right away and even video conferenced once while he was on vacation in order to meet our timeline. EXTREMELY detailed analysis! Price is competitive with other offers we explored and the use of the Vistage network was very helpful.

Sri

Caroline said Dale was the best speaker she has had in the 4 years she has been a Vistage member and had many wonderful takeaway action items. That included: Contribution Margin vs. Gross Margin, Graphical KPI dashboards, The trademarked 80/20 Customer Gold Program, How to invoice to collect A/R in less than 25 days and the trademarked Productivity Pyramid Coaching skills.
Caroline Connolly

CEO, OptoTest

Dale was on task from the first moment we contacted him! The final report was very thorough & comprehensive. I don’t think anyone could have don’t that amount of work for twice the amount he charged. He was excellent in every dimension of this project. I couldn’t be happier!

Stephen Halverson

The analysis and quality of the report were very thorough. The price fits the services rendered. Good service – would refer Dales services to others

James Horton