Happy New Year! I hope you enjoyed the holiday season and your New Year is off to a healthy and happy start. I took some time to savor the season with family and friends, hosting my sister and parents, while also recharging my batteries and getting excited about what's in store for 2023.

Whether you're one to make resolutions or not, it's certainly a time of transition and reflection. Transitions can be difficult, but they don't always need to be as difficult as we make them. My goal is to alleviate much of the burden that comes up during transitions for my clients, whether it be through exit planning, selling a business, or divorce. Whatever 2023 has in store for you, I'm here to support you as you transition from what no longer fits, to a life that suits you best.

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Your budget can be a very powerful tool, both in managing expenses as well as in planning and forecasting business performance. 

The budgeting process is a great opportunity to reassess your operations and develop a realistic roadmap for the coming year.

Like any good roadmap, your budget should be referred to often and your route revised for unanticipated detours. 

If your goal is to sell your business this year or in the next few years, there are a few key actions to do now to ensure the best possible outcome at the time of the sale.

Luckily, you don’t have to be a skilled bookkeeper to own and run a successful small business. But you do have to have clean books and records if you want to sell your business.

Read on for the three financial practices you should start now which will serve you well when it's time to sell.

You and your business matter to us.

Whether you are retiring from a business you helped to build or leaving a marriage of many years, one thing is the same – the future is unknown. We aim to provide you with sound guidance, smart solutions, and accurate information to make the best decisions possible.

Business Valuations

We provide thorough, independent valuation reports that are well-documented and grounded in current valuation theory. By determining the value of their business for a divorce proceeding, potential transaction, tax-related issue, or to identify opportunities and benchmark future performance, our clients have the clarity, structure, and perspective necessary to make educated and thoughtful decisions about their future.

Collaborative Divorce Law & Mediation

We help couples financially separate and create durable financial agreements when divorcing.

Divorce Analytics & Expert Witness

We support negotiated and litigated cases with thorough and rigorous financial analyses. We have on several occasions successfully defended our work product in court.

Business Consulting & Exit Strategy

We help owners transition from their businesses. The valuation provides the knowledge of what the business is truly worth. Based on insights gained, we work with you to increase its value with initiatives targeted to improve profitability, decrease risk and provide for a smooth transition.

As the President and Founder of Soundpoint Consulting, I have 25+ years of extensive experience and knowledge spanning multiple industries in business valuations, exit planning, corporate re-structuring and financial modeling.

You can learn more about me, our team, and our services, as well as read our testimonials and case studies to learn more about the results we help our clients achieve.

Reach out to me directly for a complimentary consultation or for detailed information.

Thank you,

Kelly Deis

Owner & Founder

Soundpoint Consulting