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 Valuation 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 Specific 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
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Dale Richards presents Knowledge is Power Valuation & Business Optimization in Cincinnati OhioDale Richards presented Knowledge is Power Valuation & Business Optimization
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Tom W. thanked Dale Richards for his Business Optimization Presentation in Atlanta, GATom thanked Dale for Metrics, CM, A/R collection. Tom is Pres/CEO Bull's Eye Br
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Dale Richards spoke in Myrtle Beach, SC and Amy wants to be a better coach with systemsDale Richards spoke in Myrtle Beach, SC and Amy Armstrong wants to be a better c
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Ashleigh Rivera, Reno NV, took away many actionable items from Dales presentation.Ashleigh enjoyed learning through Dales presentation on systemizing processes, a
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Brad Praised Dale Richards Knowledge is Power Business Optimization Presentation - SystemsBrad Fultz, Augusta Georgia, was especially excited about turning tribal knowled
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Tony Schutt, Kannegiesser ETECH Minneapolis liked Dale's Knowledge is Power Business OptimizationTony learned key metrics to improve management performance and the Productivity
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Productivity Pyramid & Valuation Principles were key concepts learned by Steven, SLC, UTProductivity Pyramid® & Valuation Principles were key concepts learned by S
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Brian in Pittsburgh Praise Dale Richards Valuation PresentationBrian O'Conner from Pittsburgh, learned key business concepts from Dale Richards
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Dale Richards is best speaker in 4 years as Vistage MemberDale Richards presented his key business concepts that 2X-3X Business Revenue, P
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Dale Richards Valuation and Dashboard Presentation was a hit in VirginiaMatt McKelvey, a valuator himself, learned many new methods and uses for the Val
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Dale Richards taught Valuation & Negotiation skills in Vermont.Dale Richards taught Valuation & Negotiation skills in Vermont. Jack Russ
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Dale Richards made Complex Valuation easy to understand and applyJosh Newman from New York, New York, said he leaned ways to apply operation opt
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Larry So Carolina Praises Dale Richards Valuation & Optimization PresentationLarry Cossio, Owner Cossio Insurance, Greenville, So Carolina Praised Dale Richa
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Dale Richards Valuation Optimization Presentation with Dashboards was John's FavoriteDale Richards Valuation Optimization Presentation with Dashboards was John's Fav
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Excel Management Systems, Dale Richards, Makes Accounting Principles manage a businessExcel Management Systems, Dale Richards, Makes Accounting Principles work to man
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How to Increase you business value and valuation principles helped Mihai todayHow to Increase you business value and valuation principles helped Mihai, Simon,
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Jim, Chicago has 30+ years experience but has no systems, Dale Richards gave him a method to do itJim, Chicago has 30+ years experience but has not converted it to systems. Dale
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Dale's overall business performance improvement ideas were of great value for Greg in MinneapolisDale's overall business performance improvements ideas were of great value for G
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Values of Public vs. Private companies must consider the Marketability discountValues of Public vs. Private companies must consider the Marketability discount
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Build value for high exit, Trevor, Atlanta, learned from Dale Richards Valuation PresentationBuild value for high-exit, Trevor, Atlanta, learned from Dale Richards Valuation
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George, M&A Attorney learned how to Build Value from Dale Richards Valuation PresentationGeorge, M&A Attorney, Atlanta, Georgia learned how to Build Value from Dale
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Performance Dashboard is a key to enhance performance from Dale Richards Valuation PresentationBrian Slack, Atlanta, Georgia found out a Performance Dashboard is a key to enha
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Business Value Tools - How to Increase Value, Ft. Lauderdale, Dale RichardsBusiness Value Tools - How to Increase Value, Ankit Jan, Ft. Lauderdale, said Da
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Business Valuation Principles - Darren gained insight on common errors and methods by Dale RichardsBusiness Valuation Principles - Darren McBride, Reno, Nevada gained insight on c
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Business Valuation Principles: Key elements gained by Ed, Houston, from Dale Richards PresentationBusiness Valuation Principles: Key elements gained by Ed, Houston, from Dale Ric
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80-20 Customer Gold Program ®, Rifle vs. Shotgun, Dashboard elements were key conceptsNike, Owner, Bedouin Suites, Canada. Learned about methods to improve his comp
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How to Improve Value & Performance is what Greg, CA learned from Dale RichardsBusiness Valuation Principles & How to Improve Value and Performance are wha
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Eric, NY gained valuation insights & 80/20 Customer Gold®M&A Business Value: Eric Mertz, Rochester NY gained valuation insights that
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Contribution margin Management Accounting: Curt learned from Dale Richards' Valuation PresentationContribution margin Management Accounting: Curt Finch, Journyx, Austin Tx, learn
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Tiffany Couch, WA, agreed that Dale made hard Valuation Principles more understandableTiffany, a Washington CPA, Acuity Forensics' founder and principal agreed that
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Jim Bennett; Business Evaluation - Performance Improvement were key points every CEO should hearBusiness Evaluation - Performance Improvement were key points every CEO should h
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Business Valuation: Scott M, Toronto, Praises Dale Richards Valuation PresentationBusiness Valuation: Scott Moore, Toronto, said Dale Richards; Valuation Present
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Business Valuation: Mike Patton, Calif, Loved Valuation Principles to correct errorsMike Patton, San Jose, Loved the Valuation Principles that will correct errors i
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Business Performance: Kerry, 30+ year CPA, will now use Dale\\\\\\\'s Cash Flow graphical methodBusiness Performance Metrics: Kerry Gordon, CPA, Moss Adams Professionals. Sacra
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Frank Luongo, Irvine CA learned many key points on business valuation and then how to increase valueFrank, Core Technologies, Long Beach, CA learned key Business valuation principl
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Mike Peterson, Suntree Pharmacy, FL gained Valuation Services & business Valuation principlesMIKE PETERSON - Melbourne, FL — Business Manager for Suntree Pharmacy gained
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Eric Poerschke , Houston, Loved Dales flexibility to adapt Business Valuation princiEric Poerschke Managing Partner NextLevel Thinking, Houston, Loved Dale's flexi
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Christopher Anderson, Ledge Lounger, Houston, can 2X business with Dale\\\\\\\\\\\\\\\'s valuation -Chris Anderson, Houston, President of Ledge Lounger, Inc. attended Dale's Vistag
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Ken, Ohio, invites all companies to have Dale complete 2-3 day assessment/Growth sessionKen, Malta Dynamics, Ohio, invites all companies to have Dale come to their comp
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Chris loved Dale's delivery of Valuation Principles, How to Increase Value with attenChris, Austin, Texas loved Dale's delivery of Valuation Principles, How to Incre
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Cam W, Columbus, OH, will use Dales systemize principle to help his company scaleCam Williams, Columbus, OH, HotChickenTakeover Restaurant was voted top new rest
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Jan Hawkins, St Paul, MN really enjoyed a learned from Dale Richards Valuation PresentationJan Hawkins, CEO John Henry Foster, Eagan, MN was thrilled to a part of the Vist
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Clay, Rochester, NY, gained important insight on valuation principlesClay, Rochester, NY, gained important insight on valuation principles that will
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Scott, Bend, OR just sold his company - Dale Valuation Principles will help with future dealsScott, Bend, OR just sold his company - Dale Valuation Principles will help with
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Jack, Tucson, AZ will use Minority Discount concept immediatelyJack, Tucson, AZ will use Minority Discount concept immediately from Dale Richar
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Chris, Tucson, AZ, learned key valuation concepts to help his business valueChris, Tucson, AZ, learned key valuation concepts to help his business value. H
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Robert Fox, in Las Vegas said Dale is a valuation expert to get you the max value for your businessRobert Fox, CEO Space Las Vegas, Had fun and was amazed that Dale could present
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Brian Cumming, PE Owner of BCA Technologies, FL, gained business valuation knowledge & management cBrian Cumming, PE Owner of BCA Technologies Orlando, gained business valuation m
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Matt Richardson, San Diego, learned from Dale: Reoccurring Revenue and Cash Cow value vs. Sell PriceMatt Richardson, San Diego, learned from Dale: Reoccurring Revenue and Cash Cow
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Vance from Vancouver, BC, Canada will increase his business value because of DaleVance from Vancouver, BC, Canada will increase his business value because of Dal
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Brian, Winnipeg, Canada, gained insight on valuation methods that will help him right nowBrian Oleksiuk, Winnipeg, Canada, gained insight on valuation methods that will
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Randy Willaman, Dublin, OH, was glad Dale explained the valuation process & how to increase valueRandy Willaman, Dublin, OH, was glad Dale explained the valuation process. It he