Vision Point Capital
Will Rodriguez is an experienced financial professional currently serving as the CEO and President of Vision Point Capital, Inc. since August 2015. Prior to this role, Will worked as a Mergers & Acquisition and Valuation Advisor at Aberdeen Advisors, Inc. from March 2017 to December 2018, assisting business owners and CEOs in understanding market value dynamics for achieving liquidity. Will’s previous experience includes serving as Director of Valuation & Transaction Advisory Services at Warren Averett Pender Newkirk from 2008 to August 2015 and as VP of Wealth Management-Valuation for Closely Held Business Owners at Citigroup in 2007-2008. Will holds an MBA in Finance from Oklahoma State University (2001-2004) and a B.S. in Accounting from Oral Roberts University (1996-2000).
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Vision Point Capital
Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success, exit on their terms, and secure their legacy. Specializing in complex business valuations, ESOPs, and M&A transactions, we bring together the three core services needed to make the most of your business investment. Whether you’re looking to determine the true value of your business, maximize your personal liquidity, or grow your business, Vision Point Capital has the insights & expertise to make your vision a reality.