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

September 13, 2022 in ESOP Advisory, Insights

6 Common Questions About Employee Stock Ownership Plans (ESOPs)

Employee ownership programs come in many forms, including stock options, profit sharing, and worker cooperatives. But by far the most common form of employee ownership in the U.S. is the…
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September 6, 2022 in Insights, Valuation Advisory

Vision Point Capital Expands Portfolio Valuation Advisory with Addition of Managing Director

Vision Point Capital today announced the expansion of their portfolio valuation advisory with the hire of Bharat Kanodia, Managing Director of Portfolio Valuations. In this newly created role, Mr. Kanodia…
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August 30, 2022 in Insights, Valuation Advisory

Business Valuation Multiples: What They Mean and How They Are Used

A key metric to know when selling your business is your business valuation multiple. This is a method of valuation where you determine the potential future earning power of your…
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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…
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