Valuation & Financial Services

This section has three valuable services: (Register to Receive a FREE Sample Report)

        1. Business Operations Improvement  
        2. Financial Performance 
        3. Turnaround Management 


Business Valuations are needed for many business situations and include:

business chart showing success

  • Employee Stock Option Plans – where IRS rules can require annual market valuation data
  • Merger/Acquisitions
  • Partial Business Buyout
  • Financing or Investment
  • Estate & Gift Taxes
  • Purchase Allocation
  • Fairness Opinion
  • Litigation Avoidance
  • Life Insurance
  • Shareholder Agreements
  • Tax Considerations
  • Buyer/Seller Agreement

Certified Business Valuation Services:   Dale Richards, President, Excel Management Systems, Inc.,  is a Certified Valuation Analyst (CVA) business valuator certified through the National Association of Certified Valuation Analysts (NACVA).  He also serves on the Education Quality Assurance Board (EQAB) of NACVA and has been completing valuation analysis work for 29 years.


Mr. Richards’ costs are typically 20% – 50% lower than regional and national competitors yet the report quality

exceeds the competitors with details of HOW the calculations are made.  Contact us now for quote today.



The site will guide you to and through the services you may need for your business valuation. Other Financial Services are available and include:

  1. Bookkeeping
  2. Accounting
  3. Tax reporting
  4. Auditing
  5. Financial Reviews
  6. Financial Opinions

As you search the site and have questions, please hit the Contact Us links and submit your question and our team of experts will get back to you with the answers.

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