Vision Point Capital, Inc. formally launched today, a unique multidisciplinary corporate advisory firm with a simultaneous focus on business valuation, employee stock ownership plans (ESOPs), and M&A transaction advisory services. Will Rodriguez, CPA/ABV, CVA, President of the firm previously known as Valuation Advisory Services, will lead this newly branded firm as a holistic lifecycle advisor to exit-ready business owners as they explore, select and execute a transition of ownership.
Vision Point Capital was established in response to the growing demand for harmonized valuation objectivity and trusted M&A advisory support. Vision Point Capital professionals are seasoned advisors and have worked with hundreds of exit-ready business owners throughout the spectrum of the M&A process.
“Our unique blend of expertise and qualifications allows us to serve owners from the start to the finish of their business exit plan,” stated Rodriguez. “Few advisory firms can so comprehensively meet your needs without involving many other outside advisors – that’s a real advantage when considering the highly sensitive nature and confidentiality required in selling your business.”
Prior to opening a private practice in 2015, Rodriguez gained a decade of experience serving as a Valuation Practice Leader for one of Tampa Bay’s top 10 accounting and advisory firms. His experience over his career has placed him on both sides of the table representing buyers and sellers. The firm’s unique set of ESOP valuation advisory services has created a base of clients across the country. Given the increased demand, the firm has hired Marcus Norrell, CPA/ABV, CVA, and plans to add more employees in the coming year.
About Vision Point Capital, Inc.
Vision Point Capital is a multidisciplinary professional services firm specializing in business valuation, ESOP, and M&A transaction advisory services. The Vision Point Capital team strives to deliver holistic services to businesses that are growing, closely-held, and profitable. Also, the team works with the client’s trusted advisors such as attorneys, CPAs, bankers, and wealth advisors to reach desired outcomes that reach far beyond just dollars and cents. For more information, visit www.visionpointcapital.com.