As we reach the midpoint of the year, many business owners and individuals are taking stock—asking where they are now, and where they want to be by year-end.

At Soundpoint Consulting, we help business owners, attorneys, and individuals plan ahead with clarity and confidence. Whether you’re navigating a business transition, preparing for retirement, negotiating a divorce settlement, or simply wondering what your business is worth, we’re here to guide you with robust analysis and thoughtful planning.

This is the perfect time to:

• Get a business valuation to prepare for a sale, partner buyout, estate planning, or legal matter.
• Assess exit scenarios and evaluate which transition strategy fits your goals.
• Forecast your future with custom financial models that bring clarity to complex decisions.
• Move forward in divorce with neutral, data-driven support that supports settlement—not conflict.

We bring experience, trusted insight, and an unbiased approach so that you can make informed decisions, not emotional ones. Let’s make the second half of 2025 your most strategic yet.

Kelly & Mike,

Soundpoint Consulting

A $100 million multi-generation family-owned discount retailer was experiencing significant sales decline over the preceding four years. Cash reserves were declining and the family suspected that additional capital would be required. The retailer operated 40 stores in 3 states, employing nearly 1,500 staff.

We developed a comprehensive cash flow projection to determine the magnitude and timing of a potential capital infusion. Steps were put in place to mitigate the potential impact of a cash shortfall, including aggressive management of receivables and payables, strict financial controls, reduced salaries for family members and sell-off of non-operating assets.

• Corporate Functions: We benchmarked company performance against the industry as well as other discount and regional retailers. We identified and implemented improvements in the supply chain, distribution and staffing levels. We also implemented an improved inventory management and tracking system, liquidated excess and obsolete inventory, consolidated freight shipments and better coordinated inter-store deliveries.

• Stores: We ranked each outlet based on profitability and identified specific areas of improvement, including merchandising, rent and staffing. We prioritized efforts and developed an action plan for each store. We assisted management in articulating a formula for successful store operations and helped implement targeted strategies in the lesser-performing stores. Three of the lowest performing stores – which had no viable path to profitability – were closed.

• Management: We worked with management to assess talent, establish a leadership team and develop a palatable generational transition plan.

As a result of our work, sales growth stabilized and turned positive (from -6%/year to +2%/year). Inventory levels were reduced by $2 million, inventory turns improved by over 40%, and average distribution center throughput decreased from 3 weeks to 48 hours. We successfully renegotiated loan covenants with the bank and averted a bankruptcy filing.

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