As we near the end of Q1, 2024, my question to you is this: Are your actions, decisions, and mindset moving you closer to your goals or further away?

In January, Mike and I shared tips to help you make the most of the goal-setting season so you could think ahead to what's possible for you and for your businesses. As we know, what worked for you in the past may not move the needle for you in the future.

One thing that separates successful business owners & leaders is their adaptability. The capability to welcome change, pivot when necessary, and face reality not only strengthens the team and the brand, but is required for a financially successful long-term outcome.

We've seen this first-hand.

Our clients, despite their different industries, share a commonality: There is a major life transition in their future. Whether its through the sale of their business, experiencing major growth or expansion, or planning to divorce, they need our expertise to make the wisest financial decisions possible.

We can offer you that expertise now, rather than waiting until the moment of panic when you realize you're out of time.

Don't hesitate to get answers to questions you may not know to ask! The time is now to prepare for your best possible future.

To Your Success,



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.

Activities that are important but not urgent are the ones that will really make the difference to your business and help you accomplish a lot more of what you want.

Broadly speaking these actions generally fall into the categories of business development, strategic planning, education and risk management – all things we know we need to do but somehow seldom get around to actually doing, because they don’t feel urgent.

Here are a few ideas of how you might spend some time in the following weeks (or perhaps months) to better position you and your business for the future. 

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