Watch Dale in Action
Scheduling Your Planning Session
Pick The Option That Works Best For Your Company
Watch Dale In Action – Scheduling Your Planning Session
A.) Sample Valuation Report – Just submit a request to obtain a “Sample Valuation Report.”
B) Certified Valuation Contract – Schedule a FREE consultation! Contact Us to discuss your valuation needs.
C) Outline for a two-day and three-day company financial and operational assessment and strategic planning session (Below)
D) Top 10 ways to increase value slide. (Below two days)
E) Ten Company Risk Factors
Dale Richards speaking at Veterans on Course (VOC) at Davis Park Golf Club
Dale was Key Note speaker in Romania Business Conference with 50 speakers
#1 Ebitda Multiplier, Knowledge is Power, 9 Ways to Value a Business, Valuation Principles
#2 Valuation Example List: Business Valuation, Business Performance Improvement
#3 Business Valuation is Dependent Upon? Dale Explains this and Market Method - Similar to EBITDA
#4 Business Theory: 3 to 5 scenarios of the income method instead of history - Knowledge is Power
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Dale Richards speaking at Veterans on Course (VOC) at Davis Park Golf Club
Veterans on Course (VOC), a program open to male and female military personnel of active or veterans status, was started in 2016 by the Utah Golf Foundation as a pilot program to provide free instruction and playing opportunities to veterans free of charge. Each event consists of lessons from PGA Professionals, a nine-hole scramble tournament and a social gathering with hors-d'oeuvres and a guest speaker. -
Dale was Key Note speaker in Romania Business Conference with 50 speakers
Dale was Key Note speaker in Romania Business Conference with 50 speakers. His topics were business valuation principles, How to achieve a high exit, where to obtain funding, How to increase business value 2X-4X with the productivity pyramid TM, Customer 80/20 Gold Program TM, Rifle vs. Shot Gun Marketing, How to Build your Brand for Free, Use of Social Media for Success, How to obtain reoccurring revenue, and financial metrics to over 500 attendees in Iasi, Romania. -
#1 Ebitda Multiplier, Knowledge is Power, 9 Ways to Value a Business, Valuation Principles
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 Ebitda Multiplier and Why it is Important to your Company, Business Valuation, Business Performance Improvement -
#2 Valuation Example List: Business Valuation, Business Performance Improvement
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #2 Valuation Example List : Business Valuation, Business Performance Improvement -
#3 Business Valuation is Dependent Upon? Dale Explains this and Market Method - Similar to EBITDA
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #3 #3 Business Valuation is Dependent Upon? Dale Explains this and Market Method - Similar to EBITDA -
#4 Business Theory: 3 to 5 scenarios of the income method instead of history - Knowledge is Power
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #4 Business Theory: 3 to 5 scenarios of your income method instead of your history - Knowledge is Power . Introduction to the income method
| TWO-DAY ASSESSMENT - STRATEGY DEVELOPMENT SERVICES | |
| DAY 1 - (Together) | |
| 8:30 | Introduction and planning |
| 9:00 – 12:00 | Interview 3-4 employees (culture and operation perspective) |
| 12:00 – 1:00 | Lunch in - Complete operations scorecard analysis with CEO |
| 1:00 – 2:00 | Goals, Coaching, Accountability & Rewards – Methods, tools, plans |
| 2:00 – 3:00 | Review Financials, Contribution Margin Analysis |
| 3:00 – 4:30 | Product Line profitability analysis (PRE-obtain product profit data) |
| 4:30 – 5:00 | Recap and action plan prepare from DAY 1 analyses |
| NIGHT 1 - (Dale) | |
| Complete Employee Interview Analysis and Prepare Overview | |
| DAY 2 | |
| 8:30 – 11:30 | Customer 80/20 analysis and plan (PRE – put 5 years customer revenue highest to lowest into spreadsheet |
| 11:30 – 1:00 | Lunch in – Performance Metrics |
| 1:00 – 2:45 | Market Opportunity Analysis |
| 2:45 – 3:15 | Recap and Action Plan from Day 2 |
| 3:45 | Meeting Ends |
| THREE-DAY ASSESSMENT & STRATEGIC OPTIMIZATION AGENDA | |
| DAY 1 - COMPANY (CEO and Dale = C&D) | |
| 8:30 | Introduction and Planning (C&D) |
| 9:00 – 12:30 | Interview 4-5 Employees (culture and operation perspective) |
| 12:30 – 1:30 | Lunch in - Complete Operations Scorecard Analysis (C&D) |
| 1:45 – 4:30 | TRAINING (All Managers & Executives attend): TEACH AND APPLY: |
| Why Buy Activity (All Managers should attend) | |
| 4:30 – 5:00 | Recap and Action Plan - Review DAY 1 Analyses |
| NIGHT 1 - (Dale) | |
| Complete Employee Interview Analysis and Prepare Overview – Opportunity List | |
| DAY 2 | |
| 8:30 – 1:30 | Customer 80/20 Analysis and prepare detailed plan. |
| PREPARATION BEFORE – gather 5 years data (each year individually | |
| Customer Revenue Highest to Lowest into Spreadsheet (CEO & Customer Service/Bus Dev | |
| 11:30 – 1:00 | Lunch in – Review Day 1 Employee Interview/Operations Optimization Opportunities (CEO) |
| 1:00 – 2:45 | Market Opportunity Analysis Matrix Analysis – Growth Area Identification (CEO & Bus Dev) |
| 3:00 – 4:30 | Product Line Profitability Analysis (PRE-obtain all data on product profitability) (CEO & CFO & Production Team) |
| 4:30 – 5:00 | Recap and Action Plan from Day 2 |
| DAY 3 | |
| 8:30 – 10:00 | Review Financials, Contribution Margin Analysis (CEO & CFO) |
| 10:15 – 11:30 | Financial Performance Metrics (Executive Team) |
| 11:30 - 12:30 | Lunch in – Review and Questions from Previous Work (CEO) |
| 12:30 – 2:00 | Systems Strategy: Opportunity to Reduce Risk, Increase Efficiency and Raise Value (CEO & Executive Team) |
| 2:15 – 3:30 | Examine Reoccurring Revenue Opportunities (CEO, Bus. Dev & Product team) |
| 3:30 - 4:00 | Recap and Action Plan from Days 1-3 (CEO) |
TOP TEN WAYS: (Commitment)
- Productivity Pyramid ® Goals–Coaching-Accountability–Rewards
- 80/20 Customer “Gold Program”®
- Performance Dashboards: A/R, A/P, Cash Flow, Contrib. Margin (CM), Productivity $Rev/FTE, $CM/FTE, NI/FTE
- Why do Customers Buy – Build Brand –
- Rifle vs. Shotgun Marketing ® Approach
- Systems – Processes
- Reoccurring or Recurring Revenue
- Know your Competition – Market and Value Advantage
- Optimize Product Pricing/Profits
- Remove Product Dead Wood –Increase Margins & Profits
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