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

November 16, 2022 in Insights, M&A Advisory

What Happens to M&A During a Recession?

As inflation impacts the economy, a recession seems probable – and perhaps has already started. While looking at past recessions can provide some insight into what to expect, it’s important…
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November 2, 2022 in Insights, M&A Advisory

Vision Point Capital Successfully Facilitates M&A Transaction between TitleTap and ProfitSolv

Vision Point Capital (“VPC”), an investment banking leader in M&A transactions, ESOP transactions, and business valuations, is pleased to announce the acquisition of TitleTap by ProfitSolv. Vision Point Capital served…
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October 27, 2022 in ESOP Advisory, Insights

How an ESOP Repurchase Obligation (RPO) Affects Your Company Value

If your company has an employee stock ownership plan (ESOP), you are probably aware that shares from former employees who leave the company must be repurchased. This is known as…
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October 25, 2022 in Insights, Valuation Advisory

Book Value vs. Market Value: What’s the Difference?

When it comes to determining the value of a company, two of the most effective measures to utilize are book value and market value. In general, book value is an…
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