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.
One of the most common mistakes entrepreneurs make when selling a company is not realizing the value that an experienced M&A advisor adds to the deal. They want to reduce costs, and they see advisors as little more than networkers. This misconception can hurt the likelihood of selling your company and prevent you from achieving […]Read More
Vision Point Capital’s New Hire Announcement Vision Point Capital is pleased to welcome its newest team member, Justin Pate, to its growing staff. Justin earned his master’s at the University of Tampa and was highly recommended by his professors and started as an intern that has now turned into a full-time position. The CEO/Founder, Will […]Read More
Consider a potential scene from the future: a potential buyer for your business has retracted their offer because due diligence revealed serious issues with your company. This is a common scenario for small businesses, who often see lowered valuations after buyers dig into their records. This is a preventable crisis—one you can work to actively […]Read More
It's crunch time. Discover how our services can work for you by contacting us today for your free consultation.