Business valuations have a seasonality to them, and now is great time of year to have a valuation done. You have a full year of financials ready for review and the first Quarter of the year offers plenty of time to make swift, strategic changes that will set you up for success for the rest of the year.


As a Certified Valuation Analyst (CVA) as designated by the National Association of Certified Valuators and Analysts, I provide business valuations for divorces, partner buy-outs/ins, potential transactions, estate taxes, business/exit planning and bank financing.


Our firm provides well-documented valuation reports for privately held companies with annual revenues ranging from $200,000 to $20 million. All valuations consider the Asset-based, Income and Market approaches to valuing a business and are done in accordance with the professional standards of the National Association of Certified Valuators and Analysts (NACVA).


For more information on business valuations, reach out to me directly by clicking here:

Email Kelly
 
 

Bigger Is Not Always Better

Choosing to grow your business is not only a strategic and financial decision – it is also a personal one.


If you decide to grow, determine the best strategy for you and your business. Consider starting with the least risky option and expanding from there.


Here are my tips on how to grow your business wisely while reaching your goals.

Read More

Scaling A Business: Six Lessons We Can Learn From McDonalds

Ray Kroc was the visionary. He took the well-oiled prototype and replicated it across the U.S. and the world. Of course, along the way he added management structure, HR standards and tight quality control.


There are a few lessons we can learn from here, and I consider it required learning for anyone wanting to scale their business or evaluating their business model.


Read my 6 lessons we can learn from from the scaling of McDonalds.

Read More
 

What You Should Know In 2023

The High Cost of Poor Succession Planning


"Firms need to start succession planning well before they think they need to; make sure they identify and develop rising stars; appoint the most-promising executives to the board to help prepare them to take on the top job; and look at both internal and external candidates."


Read The Full Article on Harvard Business Review

Business valuation multiples shoot up in spite of interest rate hikes 


“We continue to get inquiries from new buyers every single month, meaning demand consistently outstrips supply of businesses for sale. This is positive news for business sellers, the upside being that there is a myriad of buyers out there with different propositions, which should translate to encouraging exit options for all.” 



Read The Full Article on IFA Magazine

Getting Divorced? 13 Financial Considerations You Shouldn’t Overlook


"...a panel of Forbes Finance Council members share financial considerations that are often overlooked when dealing with divorce, as well as why these considerations are so important to pay attention to and the impact ignoring them can have."


Read The Full Article on Forbes

 

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

Email Kelly
 
LinkedIn  Facebook  Web  Email
LinkedIn Share This Email