Smart business owners set time aside in the summer for a mid-year performance review of their business. It's the perfect time to review, analyze, and make strategic changes if necessary.


How are you performing against your 2024 goals? How is cash flow? Do you need to reallocate resources? Will you need to hire/fire before the end of the year?


Take the opportunity to look at the KPI's in your business and measure what matters, because doing so sets your business, (and peace-of-mind), up for long-term success.



Kelly & Mike,

Soundpoint Consulting

 
 

Transitions are hard. 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. Our expertise has helped hundreds of clients navigate their transitions with sound analytics, integrity and compassion. We can help you too.

 



Kelly Deis,

President & Founder, Soundpoint Consulting

MBA, the Wharton School

CVA, Certified Valuation Analyst

CDFA, Certified Divorce Financial Analyst

CEPA, Certified Exit Planning Analyst

Email Kelly





Michael Jack,

Partner, Soundpoint Valuations

MBA, UNC Kenan-Flagler

CVA, Certified Valuation Analyst

Email Mike

Reviewing and analyzing performance is necessary for strategic business growth.

"Business owners often prefer to conduct reviews at the beginning or end of a year and leave summers alone. But what happens is, that you come back from vacation and immediately get slammed trying to catch up and deal with past problems instead of looking for opportunities to ramp up after Labor Day.


As a result, businesses end up with the same troubled systems, processes, or employees, so nothing changes. Then, suddenly, the year is almost over, and valuable opportunities have passed you by.


Now is as good a time to hit the accelerator on improving your strengths and eliminating weaknesses."


Read The Article Here
 

What You Should Know In 2024

Three metrics to better understand if your business has value


If you need to place a value on a business and the entity passes one or more of these tests, then getting a formal valuation is most likely a good investment.


Read More


A guide to your mid-year business review


A lot of business success boils down to small habits repeated over time. You need to focus on the habits that bring you closer to your goals and let go of those habits that no longer serve you.


Read More


20 strategies to increase your company's marketplace value


In addition to boosting your market share, these approaches can also help you build a stronger, more resilient brand. 


Read More

 

Be strategic with how you spend time on your business before the end of the year. Look at your financials through the lens of a possible buyer. Review your tax projections as one who seeks to obtain the highest fair market value for their business.


We can help you. Now is the time to get a professional opinion on your books and your exit strategy.

 

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


Simply reply to this email for a complimentary consultation or for detailed information.


Thank you,


Kelly & Mike

Soundpoint Consulting

 
LinkedIn  Facebook  Web  Email
X Share This Email
LinkedIn Share This Email