Happy New Year!

If you're one to enjoy goal-setting, January may be your favorite month. This newsletter is dedicated to helping you make the most of this season of goal-setting, of fresh beginnings, and thinking ahead to what's possible. Below you'll find articles to help you make wise decisions this year.

Please reach out to me directly with your questions or to discuss what could be possible for you and your business in 2024.

Schedule a consultation with me here:

Michael focuses on business valuations as his experience and education enhances our mission and offers our clients a new perspective on valuations and their goals.   

Most businesses are on a fiscal year which coincides with the calendar year. Now is a good time to look back and reflect on 2023 as well as look forward and create a new budget for 2024. A budget is a roadmap. Based on where you have been, it can help guide you to the desired final destination for year-end. 

If you stay on the current course – where will you end up? Alternatively, if you change the route – where will you be at the end of the year? It is up to you to decide which path is the most profitable and most likely to be achieved.

Here are a few things to think about as you prepare your budget.

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 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 & Mike

Soundpoint Consulting