Soon, if not already, you may hear the familiar phrase, "let's circle back after the holidays." And while the holiday season is one for celebrating, reflecting, and enjoying time with loved ones, it's also a season of tension and transition for many.


There is a reason that January is dubbed "divorce month" in the United States. Many couples don't want to ruin the holidays for others (or themselves) by beginning divorce proceedings. While this is understandable, there are things you can do now to ease the burden after the first of the year. Organizing documents, obtaining financial records, securing access to tax information, and more.


As a Certified Divorce Financial Analyst (CDFA), I help individuals and couples reach a financial settlement in their divorce. Whether you choose to mediate the financial settlement or work with a Collaborative Divorce team, I can help you complete this transition with integrity and sound financial decisions.


Additionally, I assist attorneys and their clients by developing the analytics to support their position to negotiate an out-of-court settlement. If necessary, I am available as an expert witness. As always, my work is robust and unbiased.


If divorce is on the horizon for you or your clients, contact me today for a discussion.


Schedule a consultation with me here:

Email Kelly
 
 

Michael Jack, Partner at Soundpoint Valuations.  

If you missed our announcement, I'm thrilled to share that Soundpoint Consulting is growing. I’m pleased to introduce Michael Jack, Partner at Soundpoint Valuations.   


We are dedicated to providing business valuations for divorces, partner buy-outs/ins, potential transactions, estate taxes, business/exit planning and bank financing from our offices in Washington and also now in California.  


Our goal is aligned with yours: Create a customized valuation that meets your needs and helps you realize your goals. 


I will continue my work as a Certified Divorce Financial Analyst providing divorce mediation, forensic accounting, pension valuations and Collaborative Law financial specialist services.


Michael will be focused on business valuations. Michael’s experience and education enhances this mission and offers our clients a new perspective on valuations and their goals.   


I couldn’t be more confident in Michael’s abilities and am looking forward to his contribution to your business.

Meet Michael
 

What You Should Know In 2023


Four Things Every Woman Business Owner Must Know About Divorce


"If your spouse has helped you build the business, either directly holding a position there or supporting you at home as you worked on the business, then this may not be a point of contention for you; you want to make sure they share in the asset they helped create."


Read The Full Article from Forbes

The gray divorce: Financial considerations for older Americans


"Decades of building wealth and raising a family make it more challenging to divide assets in a mutually agreed upon and equitable manner."



Read The Full Article on RBC Wealth Mgmt

Looking to sell your business? There's a new class of MBA's looking to buy


"Baby boomers retiring in record numbers are fueling a paradigm shift in which long-time business owners are finally putting their beloved Main Street businesses up for sale." 


Read The Full Article On INC

 

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

Email Kelly
 
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