Valuation of Competitive Analysis
Come see how Dale stacks up to the competition.
| FEATURE/BENEFIT | EXCEL MANAGEMENT SYSTEMS, INC | Houlihan Advisors | National CPA Firms | Regional CPA Firms |
|---|---|---|---|---|
| * NACVA, CVA = National Association of Certified Valuatiion Analysts, Certified Valuation Analyst | ||||
| Licensed Valuation Certification | NACVA, CVA* | Yes | Yes | Yes |
| Independent Third Party from CPA firm | Not associated with any large CPA firm | Yes | No | No |
| Report Write-up is Full Page Data | Yes | No | Some | Some |
| Valuation Calculations Shown | Yes | No | No | No |
| Valuation Conclusion Explained | Yes | No | No | No |
| Three Types of Reports Pages | Yes | |||
| Conclusion of Value | 80-150 | 40-50 | ??? | ??? |
| Estimation of Value | 50-80 | 30-40 | ??? | ??? |
| Calculation of Value | 15-40 | 5-10 | ??? | ??? |
| Early Stage Company Study | Yes | No | No | No |
| Early Stage Discount Handled | Yes | No | No | No |
| Proprietary Company Specfic Cost of Capital Factor | Yes – 10 Factors | No | No | No |
| Ibbotson Build Up Cost of Capital Formulation Used | Yes | Yes | Assume Yes | Assume Yes |
| COST Compared to National Firms | 10-40% LESS | Full | Highest | Higher |
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Excel Management, Dale Richards, provides high quality valuation services
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
-
How to Use Your Valuation Report
There is no “ONE NUMBER” in valuation. Therefore, the more calculations and results the greater the ability to use the data to achieve the results needed for any valuation objective.
Valuation reports are complicated, but Excel Management, Dale Richards, helps clients to understand the many calculations and how to use them to accomplish business objectives.
-
Excel, Dale Richards, Valuation Expert helps client to understand process
Excel, Dale Richards, Valuation Expert helps the client to understand the process. Tammy from Asphalt Materials, Salt Lake City, Utah, contracted Dalel to valuation their business for possible acquisition. She was very pleased with his understanding and help
-
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Excel Management, Dale Richards, provides high quality valuation services
Brad Robinson, CEO, Predictive Tech, Group, Inc., has used Excel Management Systems, Inc., Dale Richards's team to conduct four key business valuations for his blocking IP predicitve disease technologies. His four companies have almost a billion dollar valuation and these valuation analyses, calculations and reports are critical for a major IPO. Dale Richards speak all over the world on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. He is also an author on the topics.
-
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Scott, Portland, loved coaching concepts and practice sesssion that go with the Productivity Pyramid TM concepts that Dale Richards presented to his Vistage Key Group in Portland, Oregon. We also discussed the 80/20 Customer Gold Program TM, Why do Customers Buy and the Conftribution Margin vs. Gross Margin concepts that lead a business to 2X-4X increase in revenue, profits and value. Key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Dale Richards, Excel Manaement Systems, Inc. helps a client to understand valuation strategy for future sale. Dale helped Kyle Hanson to understand different strategies and timing for a potential sale. Kyle Hanson, Asphalt Materials gained needed insight to help him make a value-added decision on when and how to sell his company.
-
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT Attendees learned key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
NW brands Roger Zumwalt, NWE President
Dale's Productivity Pyramid TM and Financial Dashboards and performance enhancement methods can be used immediately. - by Roger from Portland, Oregon.Key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
Value Principles & Productivity Pyramid were Matt' Warnock's, Ridgecrest Herbals, Salt Lake City, UT take aways from Dale Richards Valuation Presentation on key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Excel Management, Dale Richards, provides high quality valuation services
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Excel Management, Dale Richards, provides high quality valuation services
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
Hear what our clients have to say
Brian in Pittsburgh Praise Dale Richards Valuation Presentation
Dale Richards is best speaker in 4 years as Vistage Member
Dale Richards Valuation and Dashboard Presentation was a hit in Virginia
Dale Richards taught Valuation & Negotiation skills in Vermont.
Dale Richards made Complex Valuation easy to understand and apply
Larry So Carolina Praises Dale Richards Valuation & Optimization Presentation
-
Brian in Pittsburgh Praise Dale Richards Valuation Presentation
Brian O'Conner from Pittsburgh, learned key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. He was thrilled at the quality and awesome information he learned. -
Dale Richards is best speaker in 4 years as Vistage Member
Dale Richards presented his key business concepts that 2X-3X Business Revenue, Profits, and Value in Woodland Hills, California today. It also included Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. 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. -
Dale Richards Valuation and Dashboard Presentation was a hit in Virginia
Matt McKelvey, a valuator himself, learned many new methods and uses for the Valuation analysis, calculations and report as described by Dale. He also plans to implement the Contribution Margin and Cash Flow graphical techniques for his clients. He highly recommends Dale as a presenter, author, and certified valuator -
Dale Richards taught Valuation & Negotiation skills in Vermont.
Dale Richards taught Valuation & Negotiation skills in Vermont. Jack Russell, Century 21 is in the process of negotiation and was very pleased and appreciative of Dale's insights on Valuation Principles and how to use the many calculations that Excel Management provides to provide Knowledge is Power in any negotiation. -
Dale Richards made Complex Valuation easy to understand and apply
Josh Newman from New York, New York, said he leaned ways to apply operation optimization techniques that Dale presented to make a difference in the value of his company. Josh learned key business concepts from Dale Richards' presentation on Business Valuation Principles -
Larry So Carolina Praises Dale Richards Valuation & Optimization Presentation
Larry Cossio, Owner Cossio Insurance, Greenville, So Carolina Praised Dale Richards Valuation & Optimization Presentation given to his Vistage Group September 2018. Larry liked the valuation principles explanation of how the calculations work, common errors and ways to improve. He also liked the Productivity Pyramid TM, and 80/20 Customer Gold Program TM, along with the performance dashboard elements that help to make it easier to see what the performance metrics are in your company. Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically has been given to CEO's and Executives in 35 states and three countries.
Testimonials
Performance Dashboards – keys to performance improvement
Performance Dashboards are keys for performance improvements presented by Dale…
How to Increase business performance and value
Jim Pack learned key concepts from Dale RichardsHow…
Process Excellence
David Gracey Founder & President of Network 1 Consulting, Atlanta, gained system insight, How…
Contact us today to learn more about any of our services
Contact us now!Valuation of Competitive Analysis
Come see how Dale stacks up to the competition.
| FEATURE/BENEFIT | EXCEL MANAGEMENT SYSTEMS, INC | Houlihan Advisors | National CPA Firms | Regional CPA Firms |
|---|---|---|---|---|
| * NACVA, CVA = National Association of Certified Valuatiion Analysts, Certified Valuation Analyst | ||||
| Licensed Valuation Certification | NACVA, CVA* | Yes | Yes | Yes |
| Independent Third Party from CPA firm | Not associated with any large CPA firm | Yes | No | No |
| Report Write-up is Full Page Data | Yes | No | Some | Some |
| Valuation Calculations Shown | Yes | No | No | No |
| Valuation Conclusion Explained | Yes | No | No | No |
| Three Types of Reports Pages | Yes | |||
| Conclusion of Value | 80-150 | 40-50 | ??? | ??? |
| Estimation of Value | 50-80 | 30-40 | ??? | ??? |
| Calculation of Value | 15-40 | 5-10 | ??? | ??? |
| Early Stage Company Study | Yes | No | No | No |
| Early Stage Discount Handled | Yes | No | No | No |
| Proprietary Company Specfic Cost of Capital Factor | Yes – 10 Factors | No | No | No |
| Ibbotson Build Up Cost of Capital Formulation Used | Yes | Yes | Assume Yes | Assume Yes |
| COST Compared to National Firms | 10-40% LESS | Full | Highest | Higher |
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Excel Management, Dale Richards, provides high quality valuation services
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
-
How to Use Your Valuation Report
There is no “ONE NUMBER” in valuation. Therefore, the more calculations and results the greater the ability to use the data to achieve the results needed for any valuation objective.
Valuation reports are complicated, but Excel Management, Dale Richards, helps clients to understand the many calculations and how to use them to accomplish business objectives.
-
Excel, Dale Richards, Valuation Expert helps client to understand process
Excel, Dale Richards, Valuation Expert helps the client to understand the process. Tammy from Asphalt Materials, Salt Lake City, Utah, contracted Dalel to valuation their business for possible acquisition. She was very pleased with his understanding and help
-
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Excel Management, Dale Richards, provides high quality valuation services
Brad Robinson, CEO, Predictive Tech, Group, Inc., has used Excel Management Systems, Inc., Dale Richards's team to conduct four key business valuations for his blocking IP predicitve disease technologies. His four companies have almost a billion dollar valuation and these valuation analyses, calculations and reports are critical for a major IPO. Dale Richards speak all over the world on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. He is also an author on the topics.
-
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Scott, Portland, loved coaching concepts and practice sesssion that go with the Productivity Pyramid TM concepts that Dale Richards presented to his Vistage Key Group in Portland, Oregon. We also discussed the 80/20 Customer Gold Program TM, Why do Customers Buy and the Conftribution Margin vs. Gross Margin concepts that lead a business to 2X-4X increase in revenue, profits and value. Key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Dale Richards, Excel Manaement Systems, Inc. helps a client to understand valuation strategy for future sale. Dale helped Kyle Hanson to understand different strategies and timing for a potential sale. Kyle Hanson, Asphalt Materials gained needed insight to help him make a value-added decision on when and how to sell his company.
-
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT Attendees learned key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
NW brands Roger Zumwalt, NWE President
Dale's Productivity Pyramid TM and Financial Dashboards and performance enhancement methods can be used immediately. - by Roger from Portland, Oregon.Key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
-
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
Value Principles & Productivity Pyramid were Matt' Warnock's, Ridgecrest Herbals, Salt Lake City, UT take aways from Dale Richards Valuation Presentation on key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically.
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Excel Management, Dale Richards, provides high quality valuation services
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
How to Use Your Valuation Report
Excel, Dale Richards, Valuation Expert helps client to understand process
Dale Richards reminds Mark, Chicago, on ways to increase company value 2X - 4X
Excel Management, Dale Richards, provides high quality valuation services
Scott, Portland, loved coaching concepts and practice session: Productivity Pyramid TM
Dale Richards, Excel Management Systems, helps client to understand valuation strategy for sale
Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UT
Dale's Productivity Pyramid TM and Financial Dashboards can be used immediately - Roger, Portland
Value Principles & Productivity Pyramid were Matt's, take aways from Dale Richards Presentation
Hear what our clients have to say
Brian in Pittsburgh Praise Dale Richards Valuation Presentation
Dale Richards is best speaker in 4 years as Vistage Member
Dale Richards Valuation and Dashboard Presentation was a hit in Virginia
Dale Richards taught Valuation & Negotiation skills in Vermont.
Dale Richards made Complex Valuation easy to understand and apply
Larry So Carolina Praises Dale Richards Valuation & Optimization Presentation
-
Brian in Pittsburgh Praise Dale Richards Valuation Presentation
Brian O'Conner from Pittsburgh, learned key business concepts from Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. He was thrilled at the quality and awesome information he learned. -
Dale Richards is best speaker in 4 years as Vistage Member
Dale Richards presented his key business concepts that 2X-3X Business Revenue, Profits, and Value in Woodland Hills, California today. It also included Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically. 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. -
Dale Richards Valuation and Dashboard Presentation was a hit in Virginia
Matt McKelvey, a valuator himself, learned many new methods and uses for the Valuation analysis, calculations and report as described by Dale. He also plans to implement the Contribution Margin and Cash Flow graphical techniques for his clients. He highly recommends Dale as a presenter, author, and certified valuator -
Dale Richards taught Valuation & Negotiation skills in Vermont.
Dale Richards taught Valuation & Negotiation skills in Vermont. Jack Russell, Century 21 is in the process of negotiation and was very pleased and appreciative of Dale's insights on Valuation Principles and how to use the many calculations that Excel Management provides to provide Knowledge is Power in any negotiation. -
Dale Richards made Complex Valuation easy to understand and apply
Josh Newman from New York, New York, said he leaned ways to apply operation optimization techniques that Dale presented to make a difference in the value of his company. Josh learned key business concepts from Dale Richards' presentation on Business Valuation Principles -
Larry So Carolina Praises Dale Richards Valuation & Optimization Presentation
Larry Cossio, Owner Cossio Insurance, Greenville, So Carolina Praised Dale Richards Valuation & Optimization Presentation given to his Vistage Group September 2018. Larry liked the valuation principles explanation of how the calculations work, common errors and ways to improve. He also liked the Productivity Pyramid TM, and 80/20 Customer Gold Program TM, along with the performance dashboard elements that help to make it easier to see what the performance metrics are in your company. Dale Richards' presentation on Business Valuation Principles - How to Increase Your Business Value, Financially, Operational and Strategically has been given to CEO's and Executives in 35 states and three countries.