If you need a business valuation to calculate estate taxes, to value the business asset during a divorce, or if you face legal proceedings with a current or former partner then a full conclusion of value report that follows historical case law and IRS rulings is a requirement.

Alternatively, if you are in early exit planning, considering buying or selling a business, bringing in a partner, or planning for your estate then you have options.

A full-scale, comprehensive conclusion of value can provide key insights to the economic and industry factors that will influence your business as well as provide the additional analysis to understand how to maximize your business results and so, even in cases where it isn't required, that full report can provide great value.

A less comprehensive report is an approximation of value which skips the external analysis but retains the core company analysis to provide a well explained value for the business. This is a great model for owners or partners going through an equity share change who want an independent, fair and accurate value or those doing detailed estate planning. Additionally, those looking for extra assurance when contemplating or entering a purchase or sale transaction.

In all cases you get a value from trained and experienced experts who have completed hundreds of valuations, have access to historical private company sale databases and been through their own businesses sales as current and former entrepreneurs.

Schedule a consultation today to begin taking the next steps.



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.

The valuation approach is the actual method of valuing the business. The most commonly used methods fall into one of three general categories: Asset, Market, or Income approach.

It should be noted that in valuation engagements, the valuator is expected to consider all three methods. Educate yourself on these three methods to better understand how they will reflect in your business...

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