Dale S Richards

Position/Title: Valuation Principles & How to Increase a Business' Revenue, Profits & Value 2X

Overview

Program Overview: Mr. Richards has 20+ years certified valuation analysis and reporting experience. He has proprietary performance analysis tools that help identify financial and operational areas for improved performance, higher value and increased profitability. Understanding Valuation Theory is critical for any CEO to identify business value and how to increase it. Implementation of Mr. Richards’ concepts have improved performance, value and profits by hundreds of percents. Members will enjoy and learn key principles to increase their business success.

Overall Objective – Learn key valuation theory and principles then apply them to financial, operational and strategic areas to improve Company performance, value and profits.

Key issues and concepts covered in this informative program include:

  • List and discuss all of the Group’s valuation and business optimization questions
  • Discuss valuation principles
    • When is a certified valuation needed and what influences the valuation calculations
    • The certified valuation types
    • Asset Method. Market Method and Income Method theory and elements
    • Knowledge and POWER: Obtain and use 5 to 7 value data points
    • What is your Cost of Capital, your specific Company risk and how are they calculated
    • CAUTIONS: For the use of Rules of Thumb methods and the major ERRORS they create
    • Minority, Marketability and New Venture Discounts
    • Financial areas to improve that increase value and performance
    • Operational areas to improve that increase value and performance
    • Strategic areas to improve the value, revenue and profits of a business 
    • TOP TEN (10) Ways to Increase Your Business Profits & Value
    • His programs show how to 2X-3X business revenue, profits and value.

Value to Members:

  • Members will discuss and learn certified valuation principles
  • Members will learn possible risks and errors in Rules of Thumb valuation calculations
  • Financial, Operational and Strategic value improvement areas will be identified and discussed
  • Specific member questions on valuation, business optimization and funding will be answered
  • The process is enjoyable and extremely valuable.
  • This process has been successfully utilized for 20+ years in over 150 companies to achieve significant (hundreds of percent) productivity and profit improvements.
  • His programs show how to 2X-3X business revenue, profits and value.

Publications

BOOK  https://successbiznow.com/books/business-valuation-principles-by-dale-richards/

Business Valuation Principles By Dale Richards | How to Increase Value | How to Increase Revenue, Profits and Value 200% | Made Easy With How to Increase Value Financially, Operationally, and Strategically

Business Valuation Principles By Dale Richards. This book is a valuable resource for owners, officers, executives, and managers at all levels. The author has successfully used these optimization methods to increase value in over 100 companies. The author reveals his “Top Ten” ways to increase revenue, profits, and value for any business. This book is a perfect resource and tool for any executive and manager.


Education

Masters of Business Management (MBA) Top Student in Class

Certified Valuation Analyst (CVA)

Chemical Engineer (ChE)


Experience

Dale S. Richards is the CEO of Excel Management Systems, Inc., a 25+ year Utah-based business valuation and optimization firm. Mr. Richards is a National Association of Certified Valuation Analysts (NACVA) Certified Valuation Analyst (CVA) Professional. Dale has turned around 150+ western US companies. His programs show how to 2X-3X business revenue, profits and value. Dale has formed 35 high technology companies and helped them raise $500 Million in capital. Mr. Richards has 25+ years of executive management experience as CEO, President, CFO, COO, CMO and Board of Director in the aerospace, utility, software, manufacturing and biomedical industries. He serves on the Board of Directors of four-for-profit and one non-profit companies. Dale graduated the top student in his MBA class, has a Chemical Engineering BS degree. Dale is a Vistage Chair of a Utah CE Group and a Vistage International Speaker with 300+ speeches given in 35 states and 3 countries.