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.

your Options.

Maximize your

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.


Assess your company’s value and make informed decisions

Mergers &

Maximize your investment and achieve your financial objectives


Ensure your legacy & reward your team

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.






ESOP Clients


Total Enterprise Value Transacted




Years of
Team Experience

News & Insights

May 10, 2022 in Insights, Valuation Advisory

7 Reasons It’s Time for an Independent Business Valuation

As a privately held business, knowing your true value isn’t always straightforward. The big guys can look to their publicly traded stocks as an easy indication of worth, but you…
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April 13, 2022 in ESOP Advisory, Insights

The Anatomy of a Successful ESOP Deal: An Exclusive Webinar Replay   Not All ESOP transactions are created equally. Join Will Rodriguez and 3 of his esteemed colleagues as they discuss the team, process, and steps necessary to improve deal…
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April 13, 2022 in ESOP Advisory, Insights

ESOP Basics 101: An Exclusive Webinar Replay   New to ESOPs? Join Vision Point Capital's Will Rodriguez and Berman Hopkin's Phillip Hayes as they discuss what ESOPs are, how they work, and when they are a…
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April 4, 2022 in ESOP Advisory, Insights

5 Reasons an ESOP Helps with Family Business Succession Planning

Family-owned businesses are the heart and soul of the American economy. And when it comes time to retire and pass the company on to your children, succession planning is key.…
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