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

August 9, 2022 in Insights, Valuation Advisory

Does Your Business Valuation Tell the Right Story?

A common misconception about business valuations is they are simply calculations that provide insights on their own accords. However, nothing could be further from the truth. If all you have…
Read More
July 28, 2022 in ESOP Advisory, Insights

7 Major Tax Benefits for ESOP Companies

One important element when considering partially or fully selling your company to an Employee Stock Ownership Plan (ESOP) are the many tax benefits that can be achieved. As opposed to…
Read More
July 18, 2022 in M&A Advisory

Vision Point Capital Successfully Facilitates M&A Transaction between Elite Technology & Communications and Exponential Power, Inc. 

Vision Point Capital (“VPC”), an investment banking leader in M&A, business valuation, and ESOP transactions, is pleased to announce the acquisition of Elite Technologies & Communications (“Elite Tech”) by Exponential…
Read More
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…
Read More

Recent Transactions