Will Rodriguez

CEO / Founder of Vision Point Capital

Mr. Rodriguez is the CEO and founder of Vision Point Capital, a professional advisory firm whose sole focus is advising entrepreneurs and business owners who are in transition.

With more than 20 years’ experience behind him, Will has worked with thousands of privately-held companies from start-ups to well-established brands performing valuations, M&A transactions, and ESOP advisory engagements. His opinions/conclusions have been accepted by the Internal Revenue Service, Department of Labor, national and regional accounting firms, and also in litigation and mediation.

Will holds a Bachelor of Science with an accounting major and a master's in business administration with a concentration in finance. Furthermore, he’s earned continuing education credit through courses and workshops provided by the American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, and the Exit Planning Institute.

Will is credentialed by the AICPA and NACVA and is a member of American Institute of Certified Public Accountants (AICPA), Forensic & Valuation Section of the AICPA, National Association of Certified Valuation Analysts (NACVA), Association of Corporate Growth (ACG), and Tampa Bay Estate Planning Council (TBEPC).

Click this link to view Mr. Rodriguez’s CV.

marcus norell

Meet Marcus Norrell, CPA/ABV, CVA and Manager

As an experienced business advisor working with a diverse range of industries on the local, national, and international levels, Marcus has been involved with hundreds of valuation and litigation support engagements.

He serves as a member of Vision Point Capital’s transaction advisory group and provides expert valuation analyses, financial reporting, and transaction advisory services. In addition, he has in-depth knowledge for valuing a variety of intangible assets ranging from patents and trademarks to customer lists and contracts. His expertise has been utilized for a wide range of purposes.

Marcus holds a Bachelor of Science with an engineering major and earned a Master of Business Administration and Master of Accountancy from Florida State University. Before joining Vision Point Capital, Marcus was a Manager at Warren Averett in their transaction advisory practice.

Marcus is a certified public accountant and is an accredited in business valuation by The American Institute of Certified Public Accountants. He is also a certified valuation analyst by the National Association of Certified Valuation Analysts.

Justin-Pate for web

Justin Pate

Justin’s fierce passion for finance and economics began as a teenager when he began investing for himself. He carried that passion through his undergraduate program at Columbus State University, earning a Bachelor of Science with a major in finance and a minor in economics. During this time, he traveled to New York for the GAME Forum hosted by Quinnipiac University. Justin’s fervor for the industry continued into his graduate program where he earned a Master of Science in finance at the University of Tampa. While in attendance, he and four of his colleagues were among the top three finalists at the 2019 ACG Cup, an M&A competition. Justin also had the opportunity to intern with the Florida Venture Forum, a nonprofit organization that creates growth in the venture capital space. Along with his colleagues at the Florida Venture Forum, Justin published the 2020 Florida Venture Capital Yearbook. Justin was also a keynote speaker at the 2019 State of the Tampa Bay Entrepreneurial Ecosystem, alongside Jeff Vinik and Rebecca White. While pursuing his academic goals, Justin sharpened his skills in financial modeling, investment analysis, and advanced portfolio management. Additionally, he placed a specialized focus on investment banking analysis, including various valuation methods.

investment banking

Put Our Business Broker Advisory Team to Work for You

No matter the size of your company or your industry, Vision Point Capital’s expert team is fully credentialed and has the necessary experience to guide you through all your complex business valuation and transition needs.

We always work closely with our clients and their team to give them tailor-made solutions. When you work with us, we always have your best interests at heart and don’t work both sides of the aisle. As a result, our clients see us as a trusted business advisor whose services help them reach their short- and long-term goals.

We invite you to browse through our services to see how we can help you.