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    • ServicesExplore our suite of valuation and transition financial advisory services designed to help you with your complex business financial needs.
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  • Contact Us
    • 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
    • Transactions
    • Insights
    • About VPC
    • Contact Us
    • Contact Us
    Insights

    Insights

    • Insights
    • Valuation Advisory
    • M&A Advisory
    • ESOP Advisory
    Oct 01

    Vision Point Capital Announces Chris Gomes as Director of Mergers & Acquisitions 

    By roger Insights, M&A Advisory
    Vision Point Capital today announced that Chris Gomes has joined the firm as Director of Mergers and Acquisitions. In this key leadership role, Mr. Gomes will lead the firm’s M&A…
    Read More
    Sep 21

    Vision Point Capital Appoints Matt Stein as Head of Marketing

    By roger Insights
    Vision Point Capital is pleased to announce that Matt Stein has joined the firm as Head of Marketing. In this newly create role, Mr. Stein will lead Vision Point Capital’s…
    Read More
    Sep 14

    Business Transition Strategy | Valuation Discounts & Gifts to Family Members 

    By roger Insights, Valuation Advisory
    With estate and gift taxes being top of mind for many of our clients and partners, we wanted share some timely information about transferring business ownership to other members of…
    Read More
    Jun 08

    Exit Planning for a Post-Pandemic World: How to Get it Right

    By roger Insights
    Market volatility and economic uncertainty inevitably leave business owners wondering about the future of their companies. Whether you're planning an exit in the immediate future or just weighing the possibility…
    Read More
    May 17

    How an ESOP Benefits Business Owners

    By roger Insights
    Whether you’re currently contemplating a third-party sale or just starting to think about your business transition, you should definitely consider how an Employee Stock Ownership Plan (ESOP) exit strategy may…
    Read More
    Apr 07

    Winning Strategies for Finding the Right Business Buyer

    By roger Insights, M&A Advisory
    Many entrepreneurs think that they need to find a big buyer to get top dollar for their business. Bigger isn’t always best, though. Sometimes strategic buyers who are smaller and…
    Read More
    Mar 01

    The 5 Most Common Mistakes Among Small Business Buyers

    By roger Insights
    Business schools are known for churning out large numbers of budding entrepreneurs. But the problem is that starting your own company isn’t nearly as glamorous as you might hope, and…
    Read More
    Feb 08

    Exit Planning Considerations During COVID-19

    By roger Insights
    The early days of 2020 saw M&A valuations at an all-time high. But the pandemic brought the entire industry to a sudden, screeching halt. Businesses are beginning to dust themselves…
    Read More
    Jan 19

    3 Lessons From 9 Months of COVID Deal Data

    By roger Insights, M&A Advisory
    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 accounts. July ‘20 saw some…
    Read More
    Jan 05

    2020 Year-End Review / 2021 Road Ahead

    By roger Insights
    "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 due to the…
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