We Are an Investment Banking Leader in Valuation, M&A, and ESOP Advising
Who We Serve
Our clients are growing, closely-held, profitable businesses that have generally grown beyond the initial founder and are ready for the transition to the next generation, or they are looking at possible exit strategies such as a third-party M&A transaction or an ESOP.
As an investment banking firm, we work with our client's trusted advisors such as attorneys, CPAs, bankers, and wealth advisors to help them reach their desired outcomes that extend far beyond just dollars and cents.
Who We Are
We’re driven by our core mission to be a highly-respected, ethically-guided, full-service investment banking and financial consulting firm that is focused on working with owners throughout the lifecycle of their business and helping them reach their dreams and preserving their legacy.
No matter your business goals, we have the experience and expertise to help you make the most of your business investment, evaluate potential transition alternatives, and take advantage of value creation opportunities.
Approaching a year into the COVID era, as so many norms have been disrupted, M&A has plummeted—by as much as 85 percent according to some accounts. July ‘20 saw some meaningful changes, thanks to government intervention and a deeper understanding of how hygiene and distancing strategies could mitigate the risks of in-person contact. We’re finally […]Read More
“Everyone has a plan until they get punched in the mouth” – Mike Tyson For many businesses, this sums up the year 2020. With all the turbulence due to the pandemic, to say it will be unforgettable is a huge understatement. However, Vision Point Capital (VPC) is very grateful to have success by continuing to […]Read More
If you’ve been eyeing retirement, the COVID-19 pandemic may have put a wrench in your dreams for the future. Perhaps you still want to sell, but are uncertain how the pandemic will affect the process. As with any other transaction, timing is everything. Here are four questions to ask yourself that can help guide your […]Read More
It's crunch time. Discover how our services can work for you by contacting us today for your free consultation.