Vision Point Capital advises business owners on Employee Stock Ownership Plans (ESOPs) as a tax-advantaged option for business succession, ownership transition, and retirement planning. The firm helps clients assess whether an ESOP fits their goals and guides them through transaction planning, including determining how much stock to sell, setting valuation expectations, selecting a transaction structure, evaluating financing, and considering tax strategies and employee incentives.

Its services include ESOP readiness assessments, independent business valuations, ESOP strategy development, and connections to resources needed to complete a transaction. Vision Point Capital also helps owners select an ESOP trustee and prepare to communicate the plan’s benefits to employees. Its advisors are certified ESOP professionals and active members of the National Center for Employee Ownership and The ESOP Association.

An ESOP can enable owners to sell some or all of their shares, either at once or gradually, with funding from lenders, sellers, or company contributions.