As the season of renewal begins, it's the perfect time to take a fresh look at your business’s future.


Whether you're planning to sell in the next year or several years down the road, the steps you take now can significantly impact your company’s value. Exit planning isn’t just about selling—it’s about maximizing profitability, strengthening operations, and ensuring a smooth transition when the time comes. Today we’ll explore key steps business owners should take this spring to build value and set the stage for a successful exit.


Kelly & Mike,

Soundpoint Consulting

 
 
 

Kelly Deis,

President & Founder, Soundpoint Consulting

MBA, the Wharton School

CVA, Certified Valuation Analyst

CDFA, Certified Divorce Financial Analyst

CEPA, Certified Exit Planning Analyst

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Michael Jack,

Partner, Soundpoint Valuations

MBA, UNC Kenan-Flagler

CVA, Certified Valuation Analyst




Email Mike
 

March is an ideal time to take a proactive approach to your business exit strategy.

Whether you’re considering selling soon or simply want to ensure your company is positioned for future success, strategic planning now can lead to a more profitable and seamless transition down the road.


Here are three key steps business owners should take this season to maximize their company’s value:


1. Get a Business Valuation

Understanding what your business is worth today is the first step of a successful exit strategy. A professional valuation provides insight into financial strengths, operational inefficiencies, and areas for growth—giving you a clear roadmap to enhance value before going to market. We can assist you with your business valuation.


2. Strengthen Financial Records and Operations

Buyers want a business with clean financials and efficient processes. Take time this spring to organize your books, improve cash flow, reduce unnecessary expenses, and document key operational procedures. The more transparent and well-structured your business is, the more attractive it will be to potential buyers.


3. Build a Stronger Leadership Team

A business that can run smoothly without the owner is far more appealing to buyers. If your company is too reliant on you, now is the time to develop leadership within your team. Delegating responsibilities and creating a succession plan can increase both business value and buyer confidence.


By taking these steps now, you’ll be in a stronger position when the time comes to transition out of your business—whether that’s in one year or five. Exit planning isn’t just about preparing for the end; it’s about optimizing value and ensuring long-term success.

Learn More About Selling Your Business Here

Tax Season: What Business Owners Should Know...

 


5 Great Tax Tips for Small to Mid-Sized Businesses

Tax season is upon us, and we all want to find ways to reduce our tax liability. This is especially true if you own a small or mid-sized company where every dollar really counts. Read on for expert tips and tricks that can help your business take advantage of every possible tax benefit. 


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Tax implications regarding the sale of a business

The sale of a business usually is not a sale of one asset. Instead, all the assets of the business are sold. Generally, when this occurs, each asset is treated as being sold separately for determining the treatment of gain or loss.


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Schedule a Consultation

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

 
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