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Insights

3 Lessons From 9 Months of COVID Deal Data

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

January 19, 2021
Filed Under: Insights, M&A Advisory

2020 Year-End Review / 2021 Road Ahead

"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

January 5, 2021
Filed Under: Insights

You Want to Sell, But Should You?

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

December 11, 2020
Filed Under: Insights, M&A Advisory

Your Business May Not Survive Without Exit Planning

While many business owners are brimming over with ideas for next quarter or next year, very little have thought about their exit plan. Even when they

November 11, 2020
Filed Under: Insights, M&A Advisory

ESOP Basics Webinar (Part 1)

ESOP Basics (Part 1) - Today, one of the best kept secrets for an owner transitioning his or her business is the use of an ESOP (Employee Stock

October 22, 2020
Filed Under: ESOP Advisory, Insights

The M&A Advisor: A Surprising Source of Value

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

October 12, 2020
Filed Under: Insights, M&A Advisory

Vision Point Capital Welcomes Justin Pate

Vision Point Capital’s New Hire Announcement Vision Point Capital is pleased to welcome its newest team member, Justin Pate, to its growing staff.

October 6, 2020
Filed Under: Insights

To Successfully Sell Your Business,
Build Value Now

Consider a potential scene from the future: a potential buyer for your business has retracted their offer because due diligence revealed serious

September 14, 2020
Filed Under: Insights, M&A Advisory

Strategies for Preparing to Sell Your Business

Selling your business is the culmination of years, possibly decades, of hard work. It most likely plays a key role in your retirement plans. The two

August 11, 2020
Filed Under: Insights, M&A Advisory

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Tampa, FL 33602
813-397-3656
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MENU
  • Home
  • Services
    • Valuation Advisory
      • Tax – Estate & Gift, Income Tax
      • ESOPs
      • Financial Reporting
      • Litigation Support
      • Services for CPA Firms
      • M&A Valuations / Exit Planning
    • M&A Advisory
      • Sell-Side
      • Buy-Side
      • Fairness Opinions
    • ESOP Advisory
      • Sell-Side Services
      • Buy-Side Services
      • Fairness Opinions
  • About
    • Team Members
  • Insights
  • Contact