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Institutional Expertise.
Boutique Service.

Who We Are

Vision Point Capital is the premier financial advisory firm dedicated to putting business owners in control of their future.

For over 20 years, our advisors have supported clients nationwide with their complex business valuations and sell-side/buy-side transaction needs.

Our Promise

As a true partner, our goal is to enable business owners – and their advisors – to achieve their objectives as quickly and profitably as possible. We’ve built our organization around our core success principles and use them to guide all we do:


We are driven by our values, with a mandate to ensure integrity, fairness, and adherence to the highest code of ethical conduct.


We combine an institutional process with a boutique level of support to ensure successful outcomes without sacrificing service.


We deliver the right balance of speed and measured due diligence to get deals to the finish line quickly, with defensible valuations and minimal obstacles to a successful closing.


We align owners with their personal interests, as well as to their financial objectives, and provide options that put the business owner in control of their personal liquidity, brand legacy, growth trajectory, and exit strategy.

Accomplished. Experienced. Accountable.
And dedicated to your success.

Meet the Team

We are a tight-knit team of valuation experts, ESOP advisors, and investment banking professionals with diverse backgrounds, successful track records, and strong business networks.