Testimonials

“Kelly not only helped us value our business, she also helped us sell it. Her ability to navigate multiple scenarios enabled us determine how to best present the company to prospective buyers. With Kelly’s assistance, we were able to negotiate a good price and favorable terms for the sale our company.”
2016
Marty Steyer, Owner and Founder

Steyer and Associates
Bainbridge Island, WA

“I highly recommend Kelly Deis. She really saved the day for me.

“I was going through divorce proceedings after a 25 year marriage that included pension valuations in the property distribution. My first QDRO lawyer quit on me just 35 days before my court date because I hadn’t done the valuation language properly. I was in a panic. I found a new QDRO lawyer who had me hire a financial person. My search led me to Kelly Deis at Soundpoint Consulting. What luck. She was able take the information and forms I had gathered and get the complicated pension valuations to me within a week. Once I had my pension valuations from Kelly, my QDRO lawyer and I were able to complete the needed documentation in time for my court date, all because of Kelly’s expertise. Thank you Kelly!”
2016
Talia Goeke

Teacher, Seattle, WA

“Kelly provided a valuation of our business when we converted from a C-Corp to an S-Corp. I was impressed by her ability to quickly understand our business and synthesize the myriad of information needed to produce a quality valuation. She made the process very easy and is a pleasure to work with. I highly recommend her work.”
2015
Sheila Hooks, Office Manager

Thermion, Inc.
Poulsbo, WA

“We have had the opportunity to work with Kelly on several occasions including most recently, a valuation of the company. Kelly provided us a high quality valuation in a very short amount of time. We couldn’t be more pleased with her professionalism, the value that she adds and most of all, the results.

“We have an on-going relationship with Kelly. She is well versed in strategic and financial issues and is always available to talk through our particular situation. And, on several occasions she has introduced us to other professionals with the needed expertise. Thank you, Kelly for all you do!”
2015
Mark Jordan, President

Teragren, LLC
Bainbridge Island, WA

“Kelly provided a valuation for a business I was considering for purchase. Her work helped me discern whether it was a good investment opportunity and enabled me to determine the maximum amount I was willing to pay for the company. Kelly’s valuation was thoughtful, well-documented and easy to understand. The valuation was well-worth the investment as it saved me many times its cost.”
2015
Attorney

Bainbridge Island, WA

“Kelly not only produced a solid valuation for our company but also provided some great guidance on how we could quickly improve our balance sheet. She is a wonderful resource. It has been a great experience working with her.”
2014
Ed and Paulette Huisingh, Owners

The Sport Haus
Poulsbo, WA

“Kelly helped me clarify and prioritize opportunities to improve our financial organization, processes and systems. She performed a thorough analysis and provided clear and actionable recommendations to improve our finance department and infrastructure to support our continued growth. Her work provided a roadmap which will improve our operations and profitability. I highly recommend her work.”
2013
Jon Brandt, President

Ozone International, LLC
Bainbridge Island, WA

“Kelly developed a Financial Benchmarking Study for us which compared our performance against our peers and others in the industry. The work was insightful and resulted in several meaningful action items which will immediately improve our operating results. Kelly provided a fresh perspective and was able to add value quickly. She is a strong business partner.”
2013
Mike Boshart, President (former)

Teragren Bamboo, LLC
Bainbridge Island, WA

“Kelly helped me better understand the profitability of my business by service-line. This understanding contributed directly to a successful business initiative to improve efficiencies and overall profitability of the practice… Kelly is a very strong business consultant.”
2013
Radiologist, WA

“Kelly provided valuable assistance to me and my client during the due diligence process of a $20M acquisition. She created a comprehensive five-year forecast for the company and its operating units which was used to evaluate the potential for the business. Kelly has high integrity and is a versatile and competent financial consultant and strategist.”
2010
Kelly MacDonald, CPA

MacDonald & Associates
Bainbridge Island, WA

“Kelly built a five-year forecast for a new business unit I was launching. The financial model she built was comprehensive and easily tested various market and cost assumptions. Her work helped facilitate a “go – no go” decision; we decided to continue to fund the project with clear financial milestones in place. I highly recommend her work.”
2009
Bill Hughson, Sr. Vice-President

Fortune 500 Health Care Provider
San Francisco, CA

“Kelly is highly skilled at managing both the vision and detailed complexities of new business initiatives. While launching a new credit card program for small businesses, Kelly was highly adept at forging ahead and bringing it all together — by overseeing new credit policies, systems requirements, customer service and other operational demands, marketing issues, and overall dealing with the most senior stakeholders externally and internally. Kelly maintained the vision and goals of the business overall while also effectively managing the issues that arose from the complex aspects of the business as it developed.”
2009
Jody Harper, Vice-President

Fortune 500 Financial Services Co.
San Francisco, CA

“Kelly is one of the best people I’ve worked with in understanding a situation or opportunity and then being able to put an execution plan to deliver against it. She is a great strategist and delivers the results. Highly recommended.”
2009
Mike Jack, Vice-President

Fortune 500 Financial Services Co.
San Francisco, CA