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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
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    Dec 11

    You Want to Sell, But Should You?

    By roger Insights, M&A Advisory
    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 uncertain how the…
    Read More
    Nov 11

    Your Business May Not Survive Without Exit Planning

    By roger Insights, M&A Advisory
    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 do, owners tend to…
    Read More
    Oct 22

    ESOP Basics Webinar (Part 1)

    By roger ESOP Advisory, Insights
    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 Ownership Plan).…
    Read More
    Oct 12

    The M&A Advisor: A Surprising Source of Value

    By roger Insights, M&A Advisory
    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 deal. They want to reduce…
    Read More
    Oct 06

    Vision Point Capital Welcomes Justin Pate

    By roger Insights
    Vision Point Capital’s New Hire Announcement Vision Point Capital is pleased to welcome its newest team member, Justin Pate, to its growing staff. Justin earned his master’s at the University…
    Read More
    Sep 14

    To Successfully Sell Your Business, Build Value Now

    By roger Insights, M&A Advisory
    Consider a potential scene from the future: a potential buyer for your business has retracted their offer because due diligence revealed serious issues with your company. This is a common…
    Read More
    Aug 11

    Strategies for Preparing to Sell Your Business

    By roger Insights, M&A Advisory
    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 most important determinants of…
    Read More
    Jul 28

    School Check IN has been acquired by Navigate360, LLC

    By roger Insights
    TAMPA, FL – July 27, 2020 – Vision Point Capital (“VPC”), an investment banking leader in business valuation, M&A, and ESOP Advising, announced that it acted as exclusive financial advisor…
    Read More
    Jul 28

    ESOPs in Mergers and Acquisitions

    By roger ESOP Advisory, Insights, M&A Advisory, Valuation Advisory
    Companies with employee stock ownership plans (ESOPs) can enjoy significant tax and other advantages as compared to a non-ESOP company. One of the areas these benefits can be advantageous is…
    Read More
    Jul 17

    Vision Point Capital’s Will Rodriguez Interviewed Regarding Valuation Issues as it relates to ESOPs

    By roger ESOP Advisory, Insights
    Check out Episode 18 at https://www.bermanhopkins.com/journeytoanesop where Will Rodriguez, CEO/President of Vision Point Capital, is interviewed a covers a variety of topics on Business Valuations, ESOPs, and the current Covid-19…
    Read More
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