Valuation 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 |
Hear what our clients have to say
Testimonials
Rifle vs. Shotgun Marketing Approach Testimonial
Dale Richards Valuation Presentation is a firehouse of ways to…
Productivity PyramidTM – holding on to A Performers
Attendees Praise Dale Richards Valuation Presentation & Productivity PyramidTM…Cash Flow and the Matrix
Gerry, General Manager, Rhode Island HIGHLY recommends Dale Richards for his…Operations & Financial Optimization Presentation.
Gary Gosselin, Rhode Island HIGHLY recommends Dale Richards for his 3…Dale Richards 3 day Optimization Solutions – solved LT problem
Dale Richards, 3-day Optimization Solutions, Rhode…Chris liked Dales Real World Examples using Dashboards
Dale Richards Valuation Presentation is a firehouse of…Jay liked Richards Presentation on skills and optimization
Jay loved Dale Richards’ Presentation skills and optimization…Revenue and profits with productivity pyramid
Consider these very important elements of a good coach and…101 Business Valuation Basics
Dale Richards Valuation & Business Concepts got Aaron Stapleton, Cincinnati, Ohio excited…Performance Dashboards
A 12-month rolling metric tracking system can work on most performance metrics. It…Performance Dashboards – keys to performance improvement
Performance Dashboards are keys for performance improvements presented by Dale…Be ProActive When Going After Customers – Productivity PyramidTM
A productivity improvement program (“Productivity PyramidTM”) with a…Productivity Pyramid TM and Graphical Dashboards Matt’s favorites
Dale presented his Productivity PyramidTM and Performance…Mark Driver with Summit Innovations LLC. Recommends Dale
I, Mark Driver with Summit Innovations, a distributor…
Ray gained insight into Revenue increase it 2x – 4x
Excel Management Systems, Dale Richards, Makes Accounting…Ashley gained productivity pyramid methods
Dale Richards helped Ashley Guerin gain methods to increase Revenue, Profits…Growing your business using the 80/20 Customer Gold Program
80/20 Customer Gold Program TM…Patrick Lee, President of Chesapeake Think Tank
Patrick stated that “Dale was right on time, It…Business Operations Improvement
Ana Melendez, Florida, was so pleased with Dale’ Richards’ Operations Optimization concepts she…Dale Richards explained the power of graphical performance dashboards.
Steve is from Sacramento, CA and runs…Berny Dohrmann CEO Space
I, Berny Dohrmann, am an investment banker and economist that runs…How to Increase you business value and valuation principles
How to Increase your business value and…Gabriela Coman – Valuation and Tax Assessments for the new year
In finance, valuation analysis is required…Dale Richards created the expansion business plan for Gabriela Coman-in limba Romana
Dale Richards created…Guide to Business Valuation Methods
Framinor is the premier fragrance & odor control company in Romania…Expansion business plan for Marian Coman ( in limba Romana)
Dale Richards’ created the expansion business plan…How to use your Valuation Report by Dale Richards
Valuation reports are complicated but Excel Management…Excel, Dale Richards, Valuation Expert helps client to understand process
Excel, Dale Richards, Valuation Expert helps…Mark Aistrope-Dale reminds Mark on ways to increase company value 2X – 4X
Dale Richards reminds…Kyle and Tammy from Asphalt Materials liked Dales business valuation and exit strategies ideas
The experience…Kyle Hansen – Dale helped him understand valuation strategy for sale
Kyle Hansen – Dale helped him understand…Dale Richards created the expansion business plan for Marian Coman
Dale Richards’ created the expansion business…Dale Richards created the expansion business plan for Gabriela Coman
Dale Richards created the expansion business…80-20 Customer Gold Program ®
80-20 Customer Gold Program ® was Philippe’s favorite in Berkele…80/20 Customer Gold ProgramTM was Praised by attendees of Dale Richards Valuation Presentation
Don White…Rifle vs. Shotgun MarketingTM part of Business Valuation
Rifle vs. Shotgun MarketingTM part of Business Valuation…The Productivity Pyramid TM is a key
The Productivity Pyramid TM is a key to improving…80|20 Customer Gold Program TM Business Optimization
Topics Ronda will implement from Dale Richards80…
Productivity Pyramid TM – Business Optimization | Dale Richards
Productivity Pyramid TM, Business Optimization were topics Wayne Lingerfelt…What are some typical Company Goals
Now the magic of turning supervisors from critics to coaches…Coaching Concepts and Practice Session
Scott, Portland, loved coaching concepts and practice session that go with…Excel Management, Dale Richards, provides high-quality valuation services
Brad Robinson, CEO, Predictive Tech, Group, Inc…The “80/20 Customer Gold ProgramTM” works.
The author has used it many times to increase…Increase Value was a topic of great worth to Nick – General Manager- Gem Inc
Richards Valuation…Productivity Pyramid & Valuation Principles were key concepts learned
Productivity Pyramid & Valuation Principles were key…Productivity Pyramid TM is a jewel for performance-productivity improvement
Productivity Pyramid TM is a jewel…Productivity Improvement
Dale’s Business Knowledge is superior says Laurel, Dallas, 5G architecture is a premier…How to Increase business performance and value
Jim Pack learned key concepts from Dale RichardsHow…
Value Principles & Productivity Pyramid were Matt’s, take aways
Value Principles & Productivity Pyramid were…Productivity Pyramid – increase employee buy-in increase productivity
Chris learned from Dale coaching techniques to help…Converting Tribal Knowledge to Systems
Jim, Chicago has 30+ years experience but has no systems, Dale…Systems and Tribal Knowledge
Jim, Chicago has 30+ years experience but has no systems, Dale Richards…Becky learned from Dale’s coaching techniques
Becky learned ways to provide growth in her industry…Overall business performance improvement
Dale’s overall business performance improvement ideas were of great value for…Values of Public vs. Private companies must consider Marketability discount
Values of Public vs. Private companies…Graphical Dashboards: keys to show performance metrics
Graphical Dashboards are key ways to show performance metrics…Build your brand | Marshall’s favorite subject
Why to Customer Buy – Build your Brand for Free…Build Value for High Exit – Financially, Operational and Strategically
Build value for high exit, Trevor, Atlanta…George, M&A Attorney learned how to Build Value from Dale Richards
Rolling 12 Month…
Performance Dashboard | Cash Flow
Performance Dashboard is a key to enhance performance from Dale Richards Valuation…Rifle vs. Shotgun Marketing, Business Valuation: Dan, Florida, gained ideas to optimize his company
Rifle vs…Business MBA taught by Dale Richards
Ft. Lauderdale. Casey explained that Dale’s presentation was like…Business Value Tools
How to Increase Value, Ankit Jan, Ft. Lauderdale, said Dale Richards’ valuation concepts…Dave Micek – Momentus Officer
First let me speak for the entire Momentous team and say that…Common Errors and Methods
Business Valuation Principles – Darren McBride, Reno, Nevada gained insight on Common Errors…Productivity Pyramid TM & Systems
Productivity Pyramid TM & Systems were hot items for Mike Dillion…Performance enhancement concepts from Dale Richards presentation
Dale’s presentation on Business Valuation Principles – How to…Performance Improvement
Productivity Pyramid TM: Colin, Carlsbad, CA learned annual employee review do not improve productivity…
Business Valuation Principles:
Key elements gained by Ed, Houston, from Dale Richards Presentation will help him…Dashboard elements were key concepts.
Nike, Owner, Bedouin Suites, Canada. Learned about methods to improve his…80/20 Customer Gold Program.
M&A Business Value: Eric Mertz, Rochester NY gained valuation…Valuation Principles and How to Increase Value
Business Valuation: Loren W, Edmonton, Canada like the Valuation…Revenue Improvement: 80-20 Customer Gold Program TM
Bill, Edmonton Canada, heard Dale Richards and learned…Productivity pyramid Training (TM) increases profits and value for companies.
Employee’s annual goals magically get…Contribution Margin Management Accounting:
Curt Finch, Journyx, Austin Tx, learned from Dale Richards’ Valuation Presentation, Excel…Recurring Revenue- Performance Improvement
Mark B NYC praised Dale Richards Valuation Presentation and learned key business…Productivity Pyramid
Nate, Portland, OR will implement this concept to improve performance. He learned other key…Tiffany Couch, WA, agreed that Dale made hard Valuation Principles more understandable
Tiffany, a Washington CPA…Tribal knowledge to systems
Systems Ralph E Atlanta will turn tribal knowledge to systems thanks Dale…Performance Improvement
Andrew McNeill, Hartford, Connecticut now Orange County, California, loved the Why Buy? Concept for…Rifle vs. Shotgun Marketing Approach
Are you looking for a focused marketing/sales strategy that can…Productivity Pyramid Training | important to Ken Atlanta GA
Ken praised Dale’s concepts and specific ways…Productivity Pyramid TM
Tom Nichols, Winter Construction, Atlanta really like Dale’s presentation on How to…Business Valuation:
Sean S., Toronto, Canada, gained great insight on Valuation and how to increase value…Performance Improvement & Optimization:
Jeff, Toronto, gained insight on What Customers Need with Dale Richards’ presentation…Business Evaluation – Performance Improvement
Business Evaluation – Performance Improvement were key points every CEO should hear from…Business Valuation
Scott Moore, Toronto, said Dale Richards; Valuation Presentation – How to Increase Value was descriptive…Business Valuation Methods
Gentry Boswell, SLC, Utah gained insight from Dale Richards that will be of…Performance Improvement
Matt Stalsberg, Ace Recycling, SLC Utah, learned from Dale key performance metrics and operation…Productivity Pyramid
Adam Thorpe, SLC, Utah, will apply the Dale’s Productivity Pyramid to improve employee…Business Valuation
Jeffrey Porter, Denver, loved Dale’s top 7 ways to increase business performance today…Valuation Principles
Mike Patton, San Jose, Loved the Valuation Principles that will correct errors in their…Business Performance Metrics
Kerry Gordon, CPA, Moss Adams Professionals. Sacramento, California is a 30+ year CPA…Performance Improvement
Customer 80/20 Gold Program TM, Will Montoya, owner of Montoya and Associates in…
Performance Improvement
John K, VP National Marker, Rhode Island, was richly rewarded by Dale 3 day…
Looking for ways to improve your business performance?
3-Day Performance Improvement Retreat: Michael Black President…Process Excellence
David Gracey Founder & President of Network 1 Consulting, Atlanta, gained system insight, How…business valuation
Who did your last business valuation and what did you like or dislike about…
Who did your last business valuation and what did you like or dislike?
MIKE PETERSON – Melbourne…Who did your last business valuation and what did you like or dislike about that valuation…
Business Valuation principles
Eric Poerschke Managing Partner Next Level Thinking, Houston, Loved Dale’s flexibility to…
Optimization ideas
What is your approach to marketing, Rifle vs. Shot gun ? Interested in increasing your…
Business Valuation Methods
Dragos Anastasiu of Eurolines, Owner of 21 companies, that employ 800 people in…Need help with employee engagement? How about employee effectiveness?
Paul Geana, Tui Travel, Bucharest, Romania commented…
productivity pyramid TM
Laurene, Ohio, really thinks the productivity pyramid TM is going to help their…
Dale Richards was top billed – main featured speaker
Dale Richards was top billed – main featured speaker…Customer 80/20 Gold Program
Dorinda, Ohio, learned about the Customer 80/20 Gold Program and…
Damian like Dales presentation on Optimization
Damian, Ohio, brought Dale in for 3-day, 4 company…Performance assessment
Ken, Malta Dynamics, Ohio, invites all companies to have Dale come to their companies…
Increase Value
Chris, Austin, Texas loved Dale’s delivery of Valuation Principles, How to Increase Value…Recommends
I wholeheartedly recommend Dale Richards. You might have seen his “Top Chair Speaker” presentation in…Increase profits
John, Austin, TX wants to implement 5 of Dale’s top 7: 1) Productivity…Robert liked Productivity Pyramid TM
Robert, Allentown, PA is immediately going to implement the Productivity Pyramid…Betsey, Allentown, PA, plans to immediately implement the 80/20 Customer Gold Program TM
Betsey, Allentown…Cam W, Columbus, OH, will use Dale’s systemize principle to help his company scale
Cam…Brooke Lee, St. Paul, MN will implement the contribution margin now
Brooke Lee, CEO, of a…Business Valuation Presentation
Jan Hawkins, the CEO for John Henry Foster, Eagan, MN was thrilled to…7 methods to increase performance, value, and profitability in a business
I met Dale Richards through…Technical & operational
Tim Pinio, Ohio felt that Dale used a good mix of technical &…Randy Willaman Valuation process to increase value
Randy Willaman was glad Dale explained the Valuation Process…Valuation of a target company
When looking to acquire another organization in our industry, it was…
Clay, Rochester, NY, gained important insight on valuation principles
Clay, Rochester, NY, gained important insight on…Shawn, Rochester, NY, gained insight from Dale’s Customer 80/20 to raise revenue 2X-4X…
Valuation Principles
Scott, Bend, OR just sold his company – Dale Valuation Principles will help with future…Productivity Pyramid
Matt, Bend, Oregon, appreciated the Productivity Pyramid with its employee integration from Company Goals…Productivity Pyramid
Susie, Office Manager, Chicago, learned from Dale many business operational improvement ideas but really…Branding
Sam, Medical Shipment, Chicago, How to build brand concept from Dale. Sam really liked the…Dan Micic, CEO, Chicago, contracted Dale’s two day intense business assessment and optimization plan
Dan…Increase profits & value
Vinny, New Jersey, gained multiple ways to increase profits & value from…Dale S. Richards
Excel Management SystemsMichael, Neil Supply, NJ learned from Dale
Michael Moss, Neil Supply, New Jersey learned from Dale…John, Washington DC, is going to apply Dale’s Productivity Pyramid TM
John, Washington DC, is…Mary Clark Bartlett, CEO & Founder of Epicurean Group
Hello Dale,Success, thank you! Your interactive…
AquaSmart engaged Dale Richards to do a company valuation
3/3/16 Jack:, (Referral source to…
Jack, Tucson, AZ will use Minority Discount concept immediately
Jack, Tucson, AZ will use Minority Discount…Jonathan, Tucson, AZ, will use Productivity Pyramid TM
Jonathan, Tucson, AZ, will use the Productivity Pyramid…Chris, Tucson, AZ, learned key valuation concepts
Chris, Tucson, AZ, learned key valuation concepts to help…Scott, Tucson, AZ, really like the Productivity Pyramid TM
Scott, Tucson, AZ, really like the Productivity…Dale, Winnipeg, Canada loved Dale’s way of presenting
Dale Maksymyk Winnipeg, Canada loved Dale’s…Brian, Winnipeg, Canada, gained insight on valuation methods
Brian Oleksiuk, Winnipeg, Canada, gained insight on valuation…Sheila, Thomas, Brad and Kelly, Vancouver, BC, better leaders
Sheila, Thomas, Brad and Kelly, Vancouver, BC…Kris, Vancouver, Canada, said Dale’s Productivity Pyramid will help their company
Kris Emmons, Zeemac Vehicle…Don, CA will implement the Productivity Pyramid
Don, Huntington Beach, CA is going to implement the…
Vance from Vancouver, BC, Canada will increase his business value
Vance from Vancouver, BC, Canada will…Heather Dody, San Diego, loved how Dale personalized the presentation
Heather Dody, San Diego, loved how…Dena, San Diego, will use Dale’s recommendations
Dena, San Diego, will use Dale’s recommendations…Daniel Fong, owner of Million Dollar Baby, LA, gained business success insights
Daniel Fong, owner of…Matt Richardson, San Diego, learned from Dale
Matt Richardson, San Diego, learned from Dale: Reoccurring Revenue…Andrew, Providence, RI has a plan to implement
Andrew, Providence, RI has a plan to implement…Harlan liked Dales improvement concepts.
Harlan, Toledo, Ohio, said Dale is a very energetic presenter that…Daniel Prince, New Jersey, learned many high value ideas
Daniel Prince, Fairfield, New Jersey, learned several…Productivity Pyramid | Peter, Chicago
Peter, Chicago, Learned about the Productivity Pyramid from Dale Richards Valuation Presentation…
Lance Descourouez recommends Dale Richards for speaker
If you have not filled your 2016 speakers let…Dmitry R, from CT really liked the productivity Pyramid
Dmitry R, from CT really liked the…Jim Johnson President of LINEDRIVE
Dale provided a solid review of our business value utilizing multiple…Sunil, Pleasanton, CA. gained insight on valuation
Sunil, Pleasanton, CA. gained insight on valuation and productivity…DALE IS A GREAT SPEAKER – Real usable content. Very engaging…
Great session, very interactive and great specific examples were given…
WE NEED THIS PERIODICALLY AND REGULARLY…
Dynamic, Very high energy level -Especially loved the coaching period
I WANTED YOU TO KNOW THAT…All of our Vistage speakers are first rate, and He Is The Most Valuable So Far…
This was a highly impactful presentation and Dale was highly engaged with my members…
Great insight and knowledge -Wonderful presentation…
Excellent content delivered in a high energy and focused session…
Awesome. Will engage with Dale to improve my business…
Every member got a real value today.
Dale’s knowledge and presentation skills are high…Thanks Dale, it was a very enjoyable and informative presentation. My members all enjoyed it and…
ONE OF THE BETTER SPEAKER SESSIONS I’VE BEEN PART OF.
Very good presentation -GREAT content…Dale was great! Somehow he was able to effectively cover a lot of ground without…
TOP 5 SPEAKERS FOR TAKE AWAYS THAT WILL AFFECT MY BUSINESS!!
Very helpful to all of…Excellent speaker. He got everyone involved. I learned a lot…
Dale is exceptionally well qualified to talk on a broad variety of business issues.
Evaluation presentation…If the goal is to prepare a company for eventual sale and definitive growth — this speaker…
Excellent info on topic, but also more generally great business advice.
Excellent material. Very responsive to…I found the speaker to be extremely knowledgeable on the subject matter and good at engaging…
ONE OF THE BEST SPEAKERS WE’VE HAD.
This is one speaker we could have spent…Thank you Dale. That was one of the MOST INFORMATIVE SESSIONS I’VE HAD THE PLEASURE…
Great multiple take aways. Dale I really appreciated the sacrifice you made to travel to our…
Dale was a fantastic speaker and I enjoyed his presentation today…
Awesome. Best one of the year with a lot of take home value to work on…
HE WAS ONE OF THE BEST SPEAKERS I HAVE EVER SEEN. His info was relevant and…
I think he and his subject matter were very good. Extremely knowledgeable!!! HIGHLY RECOMMEND HIM FOR…
I wish we had an entire day with Dale. He had a great deal of useful…
Highly enjoyed, “what my business is worth” is a key question we all have. It is…
Very nice presentation-content-idea generation.
Very relevant speaker. I got a lot of take a…Bruce Hill, Montana, liked Dale’s business partner analysis
Bruce Hill, Yellowstone Electric, Billings, Montana, said…Jenny from San Francisco, valued “Why Buy” concept
Jenny from San Francisco, California, said the concept…Felicia Wilhelm, CEO, Prairie Estates, Chicago,
really liked the Productivity Pyramid idea that Dale Richards presented…Jason, Carson, CA , a 20 Year Vistage member learned new valuation principles.
He stated that he…Lucian and Iulia, from Romania, found value in the business concepts
from Dale Richards Presentation – How…Christian Ionita, owner of Micri Gold from Bucharest, Romania
thought Dale’s Productivity Pyramid was most…Christian & Jennifer Ionita, owners of Micri Gold
from Bucharest, Romania are very grateful that Dale…Batrice from Romania was really happy she came to hear Dale
Batrice, a student from Bucharest…Alice a student from Bucharest, Romania
Learned that key business concepts from Dale Richards are valuable…Tyler from Calgary, Canada liked the Productivity Pyramid
From Dale Richards will help his team to…Ryan from Scottsdale, Arizona learned key business concepts
Dale Richards’ presentation on Business Valuation Principles – How…Dave from Long Island, NY Liked key business concepts
Dale Richards’ presentation on Business Valuation Principles…Laura from Saint John, New Brunswick, Canada learned key concepts
Metrics of performance from Dale Richards…Stephen from Saint John, Canada, Learned from Dale Richards Valuation Presentation
Stephen from Saint John, Canada…
Dave K, comments on keys he learned on Culture
Hello from Waterloo, Iowa. Dale spoke at…Mary Clark Bartlett learned about Certified Valuation
Mary Clarek Bartlett leaned about Certified ValuationExperts in San…Acclaims Dale’s Valuation Expertise – it is worth listening to
Brad Smith, Palo Alto, CA, Acclaims…Dale Richards’ Valuation Presentation was fun and valuable
Louis from Santa Clara California says Dale Richards…Dale can help you reach 2X-5X increase in Value
From San Jose, Dave Elliott says…Bill from Chicago enjoyed and learned from Dale Richards
Bill for Chicago enjoyed and learned from…Loved Dale Richards Valuation Presentation
Paul, a 20 year Vistage member loved Dale Richards Valuation Presentation…Appreciated Dale’s Presentation on How to Increase Your Business Value
Dwain is a seasoned businesses…Dale Anderson 15 plus year Vistage Member, Minneapolis, MN, comments that Dale’s presentation
Dale…
Craig MN Praises Dale Presentation
Craig Warner from Minneapolis, MN learned key business concepts from Dale…
Dave learned key business concepts from Dale
Dave, a CPA and Valuator, from Minneapolis learned key…Dale’s expert Program
Vistage Chair, Bob Slate, comments: Dale’s expert Program. Mobile, Alabama April…Dale Speaks in Orlando – Long Time Vistage Members positive comments. Dale Presented the Valuation Principles – How…
Glenn Gave these very positive comments about the presentation.
Dale presented in Colorado Springs, CO on…Dale delivered several golden nuggets
Dale Speaks at CEO Space Mar ’15, Henderson, Nevada, David Corbin…Dale’s finance presentation was excellent and fun.
Jan from Paris, France said Dale’s finance…Bill Enjoyed the monthly coaching vs. annual critic concept.
Bill Hawfield, accomplished Vistage Speaker comments on…Enjoyed the explanation of the value of SYSTEMS
A Typical Vistage Group after Dale’s Value…Really liked the “Why Buy” concept
Mary Beth, Jacksonville, Florida, really liked the “Why Buy” concept…Scott Ai Hawaii on Dales Value Principles
Hey Friends, I have the privilege of speaking in…David Noah, President, InterMart, Inc. This one meeting has paid for several years of my Vistage…
Recommendation
Dale is an energetic leader truly dedicated to the success of everyone involved, and is…Michael K Wood
Recommendation
Dale is one of the most experienced and innovative leaders around. He has the ability…Sterling Barnes
Recommendation
I’ve had the incredible opportunity to work with Dale for over a year while…Brandon Savage
Recommendation
Dale has an extensive and successful background in business. This, combined with high-level and…Rob Wachtler
Recommendation
Dale is a detailed manager who keeps track of the bottom line. He works exceptionally…Brad Bertoch
Recommendation
Dale and I advised the same client, a start-up company. His input was substantially…Jack Fatum
Recommendation
Dale is highly motivated, energetic, and has creative approaches to problem solving. He has extensive…Rajiv Kulkarni
Recommendation
Dale was a great source of support through the early years of MedQuest. He helped…Pratap Khanwilkar
Recommendation
To the world community, I highly endorse the work ethic and skills of Dale Richards…John M. Knab
Recommendation
Dale is a fellow Vistage Chair, whose depth of business acumen, wide-ranging business experiences…Jay McDonald
Recommendation
Dale and I have spent quite a bit of time together as members of the…Bob Toombs
Recommendation
Dale is an experienced entrepreneur in Utah and excellent communicator who was tapped by Vistage…John Higuchi
Recommendations
Dale has done a remarkable job of recruiting, organizing and planning for a group of…Glade Jones
Recommendation
Dale is the out-sourced CFO of our company. His knowledge and skills have guided…Emily Richards
Man of Integrity
Dale is a man of integrity. We hope to be able to work…Aaron Brandley
Dale is the BEST when it comes to getting a company set-up properly
Dale is…James Divver
Recommendations
Dale is an expert in his field. He is great to work with, and his…Brad Richards
Recommendation
I met Dale through Vistage and I would recommend him without reservation to anyone who…Vic Holtreman
Recommendation
I have had the privilege of serving with Dale on the boards of multiple non…Brian Loyd
Recommendation
I have known Dale for over 10 years, and have worked closely with him in…Recommendation
Dale is an experienced business hand, focused on optimization and valuation for small to medium…Recommendation
Dale has always brought in more value than his services cost. He is dedicated to…
Contact us today to learn more about any of our services
Contact us now!Valuation 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 |
Hear what our clients have to say