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    • The Vision Point Difference
    • Services
      • ServicesExplore our suite of valuation and transition financial advisory services designed to help you with your complex business financial needs.
      • Valuation Advisory
        • Estate, Gift, and Income Tax Planning
        • ESOPs
        • Financial Reporting
        • M&A Valuations & Exit Planning
        • White Label Services
        • Litigation Support
      • M&A Advisory
        • Sell-Side Advisory
        • Buy-Side Advisory
        • Fairness Opinions
      • ESOP Advisory
        • Sell-Side Advisory
        • Buy-Side Advisory
        • Fairness Opinions
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    Insights

    Apr 15

    IRS Upheaval in 2025: AI Audits, Political Power Struggles, and Compliance Risks for Business Valuation

    By matt ESOP Advisory, Insights, Valuation Advisory
    The Internal Revenue Service (“IRS”) is undergoing a period of rapid and, at times, unpredictable transformation. Since January 2025, the agency has terminated thousands of employees, navigated its third commissioner…
    Read More
    Mar 29

    5 Steps Valuation Analysts Use to Determine Your Business Valuation

    By matt ESOP Advisory, Insights, Valuation Advisory
    Business valuation is the process of organizing, assessing, and reporting on detailed financial data to determine the most accurate and defensible value of your business at a given moment in…
    Read More
    Dec 05

    ESOP Distributions – What Are They and How Do They Work?

    By matt ESOP Advisory, Insights
    One of the main advantages of an Employee Stock Ownership Plan (ESOP) is its ability to link an important retirement benefit for your employees to overall company performance. At the…
    Read More
    Nov 16

    What Happens to M&A During a Recession?

    By matt Insights, M&A Advisory
    As inflation impacts the economy, a recession seems probable – and perhaps has already started. While looking at past recessions can provide some insight into what to expect, it’s important…
    Read More
    Nov 02

    Vision Point Capital Successfully Facilitates M&A Transaction between TitleTap and ProfitSolv

    By matt Insights, M&A Advisory
    Vision Point Capital (“VPC”), an investment banking leader in M&A transactions, ESOP transactions, and business valuations, is pleased to announce the acquisition of TitleTap by ProfitSolv. Vision Point Capital served…
    Read More
    Oct 27

    How an ESOP Repurchase Obligation (RPO) Affects Your Company Value

    By matt ESOP Advisory, Insights
    If your company has an employee stock ownership plan (ESOP), you are probably aware that shares from former employees who leave the company must be repurchased. This is known as…
    Read More
    Oct 25

    Book Value vs. Market Value: What’s the Difference?

    By matt Insights, Valuation Advisory
    When it comes to determining the value of a company, two of the most effective measures to utilize are book value and market value. In general, book value is an…
    Read More
    Oct 20

    Navigating the M&A Process: 7 Steps to Closing the Deal

    By matt Insights, M&A Advisory
    There are multiple reasons business owners look to sell their companies. Some are starting to think about retirement, while others want to capitalize on their success and increase their personal…
    Read More
    Oct 10

    Applying Value at Risk (VAR) to Calculate Probability of Loss in a Portfolio

    By matt Insights, M&A Advisory, Valuation Advisory
    Calculating risk is a large part of a portfolio manager’s job. While there are many ways to do so, Value at Risk (VAR) is by far one of the most…
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    Sep 27

    4 Reasons a Partial ESOP Strategy Benefits Your Business

    By matt ESOP Advisory, Insights
    As a business owner, there comes a time when you’ll want to start thinking about your ideal exit strategy. You’ve built your company, watched it grow, and now it’s time…
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