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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
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    Tag

    Valuation

    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
    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
    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
    Mar 25

    Valuations – Art or Science?

    By roger Insights, Valuation Advisory
    Valuations - Art or Science? Our team has over twenty years experience in business valuations and spoken at national conferences, meetings and/or roundtables, and we have been asked many times,…
    Read More
    Mar 25

    Corona Virus – Impact on Valuations, the M&A Market, and Other Insights

    By roger Insights, Valuation Advisory
    Corona Virus – Impact on Valuations, the M&A Market, and other Insights In light of the unprecedented global impact of the Corona Virus, we have paused our series on business…
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    Jul 29

    Business Transition Strategy – Gifts to Family Members

    By roger Insights, Valuation Advisory
    Transition Strategy – Gifts to Family Members In our last article, we discussed the pros/cons of a sale of a business to family (mainly children).  In this discussion, we will…
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