CPAs have long been regarded as one of society’s most trusted professional advisors. Now, imagine how that trust could be enhanced if you can offer the valuation solutions your clients have been asking about without giving up any of your core services.
The experts at Vision Point Capital are here to offer you our valuation and advisory services. You benefit without having to take on new overhead. Your clients will never know that we are working in the background for both you and them.
We realize that running and maintaining a valuation practice can be an expensive venture for most CPA firms. Between the start-up costs, education, and experience required, it should not be taken lightly. Also, given the competency requirements of Rule 201 of the AICPA Code of Professional Conduct, the liability exposure for most CPA firms doesn’t make it a profitable undertaking.
That’s where we can step in to help you deliver on your clients' expectations. With years of experience behind us, Vision Point Capital was built on performing valuations for companies of all sizes in a variety of industries.
As a boutique advisory firm, Vision Point Capital works directly with CPAs to provide valuation and consulting services such as:
Contact us today and let’s talk if you are ready to provide valuation services to your clients without adding anything to your overhead.