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Trusted Guidance.
Optimal Outcomes.

The insights and expertise you need to transition your business.

Get Started with Vision Point Capital

Simplifying Complex Business Transitions

Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success, exit on their terms, and secure their legacy. Whether you’re looking to determine the true value of your business, maximize your personal liquidity, or grow your business, Vision Point Capital has the insights & expertise to make your vision a reality.

Understand
your Options.

Maximize your
Results.

As a bespoke investment banking firm, we work with our clients and their CPAs, attorneys, and wealth advisors to determine their objectives and develop a customized business transition plan that delivers results. Our proprietary process brings together the three core services you’ll need to make the most of your business investment.

Business
Valuations

Assess your company’s value and make informed decisions

Mergers &
Acquisitions

Maximize your investment and achieve your financial objectives

ESOP
Transactions

Ensure your legacy & reward your team

Visualize
Your Future

Our clients’ personal goals are at the heart of everything we do, and we’ve built our firm to focus exclusively on business owners who want to:

Formalize their business value

Capitalize on their success

Eliminate personal liability

Diversify their net worth

Preserve their legacy

Reward their employees

About Us

Experienced. Knowledgable. Innovative. Accountable. Get to know the Vision Point Capital team.

3000+

Valuations
Completed

225+

Deals
Completed

70+

Ongoing
ESOP Clients

$1B

Total Enterprise Value Transacted

3

Office
Locations

80+

Years of
Team Experience

News & Insights

March 29, 2023 in ESOP Advisory, Insights, Valuation Advisory

5 Steps Valuation Analysts Use to Determine Your Business Valuation

Business valuation is the process of organizing, assessing, and reporting on detailed financial data to determine the most accurate and defensible value of your business at a given moment in…
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February 14, 2023 in M&A Advisory

Vision Point Capital Facilitates Successful M&A Transaction between Granite-Plus, Inc. and Mooney Stoneworks, Inc.

Vision Point Capital (“VPC”), an investment banking leader in M&A transactions, ESOP transactions, and business valuations, is pleased to announce the sale of Granite-Plus, Inc. to Mooney Stoneworks, Inc. Vision…
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January 12, 2023 in M&A Advisory

Vision Point Capital Facilitates Successful M&A Transaction between Airship and Unosquare

Vision Point Capital (“VPC”), an investment banking leader in M&A transactions, ESOP transactions, and business valuations, is pleased to announce the acquisition of Airship by Unosquare. Vision Point Capital served…
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December 5, 2022 in ESOP Advisory, Insights

ESOP Distributions – What Are They and How Do They Work?

One of the main advantages of an Employee Stock Ownership Plan (ESOP) is its ability to link an important retirement benefit for your employees to overall company performance. At the…
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