The Professionals’ Forum is the only event of its kind: a meeting designed exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. Led by the chairs of The ESOP Association’s highly respected technical advisory committees, this program gathers professionals for strategic and complex discussions of the challenges facing ESOPs. Join your peers to share insights, learn about emerging trends, network and develop and revise best practices. The topics listed on the Program page are general descriptions with each session being interactive and the audience participation will help direct the discussions.
Vantage Point Advisors Naomi Derner and Jason Bolt attend
Estate Planning Council of Portland‘s 51st Annual Estate Planning Seminar.
The 51st Annual Estate Planning Seminar is a one-day event held at the Hilton in downtown Portland, and is the region’s largest and most important continuing education event for professionals in the estate planning field.
Vantage Point Advisors was announced as winner at the 20th Annual M&A Advisor Awards in the category: Valuation Firm of the Year. Congratulations to our hardworking and dedicated team of talented professionals, as well as our clients, friends and all other finalists.
Winners of the M&A Advisor Awards were announced live in New York on November 17, 2021.
Online – Wednesday, November 17th, 2021, 11:00 am PT
- Deep dive into record-setting M&A and venture capital investment activity through Q3 2021
- Private equity activity and focal points
- Impact of the availability of debt capital on the M&A market in Q3 2021
- Ample public markets shaping exit activity for venture capital and private equity backed companies
- Continued fundraising activity increasing available capital despite historic deployment levels
- M&A and financing outlook for Q4 2021
RA Capital Advisors LLC, Member FINRA and SIPC
A replay of the webinar will be available to those who register
Vantage Point Advisors is a finalist in the upcoming 20th Annual M&A Advisor Awards in the category: Valuation Firm of the Year. Congratulations to our hardworking and dedicated team of talented professionals, as well as our clients, friends and all other finalists. Vantage Point Advisors is honored and humbled by the amount of growth and client referrals we have experienced this past year.
Winners of the M&A Advisor Awards will be announced live in New York on November 17, 2021. For a full list of finalists, click here.
Online – Tuesday, November 9th, 2021, 11:00 am PT
• Valuation of intangible assets for purchase price allocation
• Valuation of deferred revenue and proposed new guidelines
• Unit of account/segment considerations and foreign acquisitions
• Private company election considerations
• Differentiating acquisition of assets vs. a business combination
• Subsequent measurement, accounting, and audit considerations
Online – Thursday, August 26th, 2021, 11:00 am PDT
• Drivers of record-setting M&A activity during Q2 2021
• Return of large transactions and the impact on M&A valuations
• Deep dive into venture capital investment trends in Q2 2021
• Increased investment activity from non-traditional investors
• Private equity activity and focal points
• Impact of the debt markets on the M&A market in Q2 2021
• Inside look at the creative tax planning strategies being executed to facilitate transactions
• M&A and financing outlook for the second half 2021
RA Capital Advisors LLC, Member FINRA and SIPC
Vantage Point Advisors specializes in corporate valuation and related financial advisory services. The firm provides valuation services in connection with transactions, financial reporting, tax reporting, litigation support, and other general corporate purposes. Financial advisory services include transaction opinions, financial due diligence/quality of earnings, investment decision-making, and corporate restructurings and divestitures. The firm’s Life Science practice includes private company stock valuations, complex financial instruments valuations, IP valuation, and spin-outs/restructuring opinions.
Vantage Point Advisors serves U.S. and global clients from its headquarters in San Diego and its offices in Los Angeles, Portland, Seattle, and Dallas-Fort Worth. For further information on Vantage Point Advisors and our robust Life Science Valuation practice, please contact Brent Glova or Ashleigh Reisig or visit www.vpadvisors.com.
Todd Larson Elected
ASA BV Discipline Committee
Vantage Point Advisors is proud to congratulate Todd Larson on his appointment to the American Society of Appraisers’ BV Discipline Committee as a Member At-Large.
We would also like to wish all other newly elected officials the very best in their new positions in 2021-2022.
Brent Glova, Managing Director at Vantage Point Advisors, joins Derek Myron of Centura Wealth Advisory to explore the ins and outs of the current valuation landscape for both private and public companies and share strategies to help you cope with the changing market conditions.
In this podcast, Brent discusses:
- The impact of COVID-19 on various valuation methods,
- Major factors driving the growth of the M&A market and business valuation needs,
- Tips for efficient and timely estate and gift tax planning to adapt to potential tax changes,
- Why you should start planning your valuation process as early as possible,
- And more!
Online – Thursday, May 20th, 2021, 11:00 am PDT
Explore the drivers of continued robust M&A activity during Q1 2021
Implied valuations multiples on recent IPOs and implications
Deep dive into venture capital investment trends in Q1 and 2020
Private equity activity and focal points
SPAC formation and investment activity
Impact of the debt markets on the M&A market in Q1 2021
Looming tax changes and ramifications for sellers contemplating transactions
M&A and financing outlook for 2021
RA Capital Advisors LLC, Member FINRA and SIPC
DATE: THURSDAY, MAY 6th AT 11:30 AM
DEADLINE FOR RESERVATIONS: Tuesday, May 4th at 5 pm
PLACE: Dallas Petroleum Club
Vantage Point Advisors’ Managing Director Gregory E. Scheig, CFA, CPA/ABV, CMA is presenting at the Adam Energy Forum Luncheon at the Dallas Petroleum Club on Thursday, May 6th, 2021. ADAM Energy Forum’s mission is to provide members and guests with opportunities to meet and interact with others involved in oil and gas transactions and to create efficiencies through shared information and ideas. If you have valuation-related questions and would like to speak with our Energy Valuation Expert, please reach out to Greg Scheig for a discussion at firstname.lastname@example.org.
Online registration is now open. Members and their guests must be registered to attend the luncheon. Register now by signing into the Member Log-in on the ADAM Website: Register Here!
Online – Thursday, November 19th, 2020, 11:00 am PDT
-Drivers of activity in the public capital markets
-Rebound in M&A activity during Q3 2020
-Active industries in the capital markets and related valuation trends
-Availability of financing in today’s markets, including the public markets
-Venture capital activity during Q3 2020
-Considerations and strategies for business owners contemplating transactions
-M&A and financing outlook for the remainder of 2020 and into 2021
RA Capital Advisors LLC, Member FINRA and SIPC
Online – Wednesday, September 30, 2020
VPA’s Managing Director Brent Glova joins a team of experts for a panel discussion on how to best prepare early-stage life science companies for fundraising in the current environment. Mr. Glova will discuss current trends from a valuation perspective and discuss best practices we are seeing in our recent engagements.
The webinar is hosted and moderated by First Republic Bank.
Vantage Point Advisors, Inc. (“Vantage Point Advisors”) is pleased to announce that we advised the Trustee of the H&H General Contractors, Inc. Employee Stock Ownership Plan and Trust and provided fairness and adequate consideration opinions in connection with H&H’s 70% sale to the ESOP Plan and Trust.
Date: Tuesday, August 18th, 2020 Time: 8:00 am PDT
Earlier this year ResMed, a firm known for helping people with sleep apnea, COPD, and other chronic illnesses, took an early pivot and started producing ventilators. Join this Virtual TownHall to see how “thinking like a start-up” impacted this successful San Diego company. Learn about the importance of corporate culture during a pandemic, how business leaders can adapt their management style to address changes in the business environment, and how digital health and computerized medical devices are changing lives.
- Michael “Mick” Farrell – CEO, ResMed
- Todd Poling – President, Vantage Point Advisors Inc.
VIRTUAL EVENT GUEST PASS – Valid on August 18 Virtual TownHall
Be Our Guest: Please use this Guest Pass / Promo Code with our compliments – share this pass to invite your colleagues to enjoy our upcoming August 18 event!
Get the $0 rate with Promo Code: SND-GO
Visit https://www.acg.org/sandiego/events, on the event’s webpage, register as a Guest/Non-Member and then type in the promo code SND-GO (all caps) during the checkout process.
Vantage Point Advisors, Inc. (“Vantage Point Advisors”) is pleased to announce that we advised the buyer, Trilogy Investment Group, and performed Quality of Earnings and other Financial Due Diligence procedures in its acquisition of Capture H2O, Inc.
Vantage Point Advisors, Inc. (“Vantage Point Advisors”) is pleased to announce that we advised the Trustee of the Barrio Brewing Company Employee Stock Ownership Plan and provided fairness and adequate consideration opinions in connection with the transaction.
Date: Wednesday, June 10th, 2020 Time: 1:00 pm PDT
Join Aldrich Advisors, RA Capital and Vantage Point Advisors as they discuss the impacts of COVID-19 on Private Company Valuations and M&A.
To find out more information or to register for Business Continuity: COVID-19 Impact on Private Company Valuations and Mergers & Acquisitions, please go to the webinar link below.
After registering, you will receive a confirmation email containing information about joining the webinar.
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Date: Wednesday, May 20th, 2020 Time: 11:00 am PDT
Join us on Wednesday, May 20th to hear RA Capital Advisors and Vantage Point Advisors
discuss COVID-19’s impact on M&A, capital raising and valuation.
- Observations regarding M&A and Capital Markets outlook
- Update on deal activity and valuations during the COVID-19 pandemic
- Venture capital and private equity trends
- Contrasting today’s market to the great recession
Eliot Peters is a Managing Director with RA Capital Advisors and brings 20 years of experience as an advisor to his clients and plays a key role in the firm’s strategic direction and execution of client engagements. Mr. Peters has considerable expertise in the design and execution of successful processes for sales, mergers and recapitalizations of founder-led or privately-held businesses.
Joel Weinstein is a Managing Director with RA Capital Advisors and has advised numerous public and privately-owned companies on mergers, acquisitions, capital raises, financings and strategic advisory assignments totaling over $5.0 billion. Mr. Weinstein has considerable experience in the consumer, healthcare, industrials and technology sectors and leads the firm’s financing and family office advisory practices.
Brent Glova is a Managing Director with VPA and brings 15 years of experience as a valuation advisor performing valuations of businesses and securities to support complex transactions for privately-held, venture-backed, and public companies. Mr. Glova plays a key role in valuations of companies in many industries across the US, and has specialized expertise in the life sciences, technology and manufacturing sectors.
Naomi Derner is a Managing Director with VPA and brings over 20 years of experience performing valuations of businesses, securities, and intangible assets, serving angel-, venture-, and private equity-backed start-ups, family-owned and closely-held companies, and publicly-held companies. Ms. Derner has specific valuation expertise in technology, life sciences, food, beverage, cannabis, hospitality, media and consulting.
Online – Wednesday, April 29, 2020
VPA’s Managing Director Naomi Derner presented “Business Valuation for Startups” at the Portland State University (“PSU”) Business Accelerator last Wednesday, April 29th, 2020. The PSU Business Accelerator serves tech, bioscience, and green companies from their early stage through growth and VPA is honored to be able to support their entrepreneurs with content and helpful knowledge regarding valuation.
We are in unprecedented times. As we all navigate the COVID-19 pandemic, the full impact is yet to be determined. What we do know is that as we face the most significant financial market downturn we’ve seen since the financial crisis, a carefully developed tax strategy is essential. What are some of the tactics your company can employ to make the most of the current volatility amidst this uncertainty? Here are some ways to “seize the day” from a valuation perspective to ensure your company is mitigating risk and taking advantage of key tax benefits currently available.
San Diego, CA (March 10, 2020) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, has added its newest office in the Dallas/Fort Worth metroplex. In connection with this announcement, the firm welcomes Greg Scheig, CFA, CPA/ABV as Managing Director to lead the Dallas office. Mr. Scheig has over 30 years of consulting and valuation experience. He has performed hundreds of valuations involving common stock, partnership units and financial derivatives. Given his petroleum engineering background, Mr. Scheig has valued oil and gas reserves, mineral interests, and renewable energy projects including solar, wind power and biomass generation. As an expert witness, Mr. Scheig has provided deposition and courtroom testimony approximately one hundred times in matters relating to tax valuations, bankruptcy, economic damages and regulated utility rate cases.
San Diego, CA (March 2, 2020) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, welcomes Todd Larson, ASA as Director in its San Diego office. Mr. Larson is a seasoned professional assisting clients with valuations of intangible assets, equity and debt securities for the purposes of financial and tax reporting, management planning, and litigation. He has led a variety of tax and financial reporting valuation engagements involving clients in a wide range of industries including financial services, manufacturing, retail, consumer products, pharmaceuticals, technology, and food distribution, among others.
San Diego, CA (August 19th, 2019) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, is pleased to announce that Kristin Fox has joined the firm as Director of Business Development. In this new role, Ms. Fox will be responsible for leading the development of the firm’s marketing infrastructure and driving additional value to Vantage Point’s corporate client base and referral partners.
San Diego, CA (July 29th, 2019) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, is pleased to announce that Brent M. Glova has been named Managing Director of the firm’s San Diego office.
San Diego, CA (June 18, 2019) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, has recently added its newest offices in Portland and Seattle. In connection with this announcement, the firm welcomes Naomi Derner, CFA as Managing Director to lead the Portland office and Brent E. Sloan, ASA-BV / IA, CEIV as Managing Director to lead the Seattle office. “Opening these new offices is a reflection of the opportunities we are seeing to expand our services and the firm into new markets,” said Todd Poling, Founder and President of Vantage Point Advisors. “Naomi and Brent are exceptionally strong, experienced professionals and are the types of individuals that are essential to increasing our presence on the West Coast and nationally.”
Portland, OR (June 18, 2019) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, has added its newest office in Portland. In connection with this announcement, the firm welcomes Naomi Derner, CFA as Managing Director to lead the Portland office. She brings extensive experience in providing valuations for tax and financial reporting purposes in connection with various types of transactions, including mergers and acquisitions, charitable contributions, issuance of stock options and warrants, spin-outs, and the sale or purchase of privately held securities and intellectual property.
Seattle, WA (June 18, 2019) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence, and business advisory firm, has added its newest office in Seattle. In connection with this announcement, the firm welcomes Brent E. Sloan, ASA-BV / IA, CEIV as Managing Director to lead the Seattle office. He brings significant expertise in the valuation of public and closely-held businesses and business segments, intangible assets, and intellectual property for purposes of financial statement reporting, tax planning, reorganizations and restructuring, corporate planning, litigation support, as well as fairness and solvency opinions.
New York, NY (October 16, 2017) – Vantage Point Advisors, www.vpadvisors.com, a leading financial valuation, due diligence/quality of earnings, and transaction advisory firm, today announced the appointment of Jason Malak as Managing Director and Head of the firm’s recently established New York City Office. Mr. Malak will serve as the National Leader for Vantage Point Advisors’ transaction advisory services practice. Mr. Malak also brings significant expertise in valuation and purchase accounting under international and U.S. accounting standards.
Rancho Santa Fe, CA – April 4th, 2017 – Vantage Point Advisors Managing Director, Rich Barth Discusses How Closely-Held and Family Business Owners Prepare For Exit, From Start to Finish, At The Next North County Estate Planning Council Meeting (NCEPC)
The National Business Institute’s seminar, Estate Administration From Start to Finish, was designed for attorneys who are new to estate administration or need a basic refresher. The course provided a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. The audience also learned how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues.
San Diego, CA – February 2016 – Vantage Point Advisors Sponsors ACG San Diego’s Discussion: “Celgene Acquisition of Receptos Inc for $7.8 Billion” Featuring Faheem Hasnain, President and CEO of San Diego biotech Receptos
The Securities and Exchange Commission (SEC) approved new rules, that will begin next year, allowing start-ups to raise money by selling equity to Americans. Director, Gregory Urbanchuk, was quoted discussing the potential benefits, and what it means for …
Vantage Point Advisors Directors, Gregory Urbanchuk and Christian Dougherty, presented at the AM&AA’s Mid-Atlantic Conference on “Valuation in a Hot Market” held Thursday September 17, 2015. Read more about the AM&AA and conference here:
The National Association of Certified Valuators and Analysts (NACVA) honor two of Vantage Point Advisors’ professionals in its inaugural “40 Under Forty” for their accomplishments to the profession and their communities and for their contributions yet to come.
Brent Glova, Manager and Joshua Vannetti, Senior Associate earned the Certified Valuation Analyst (CVA) designation with NACVA in 2014. They have represented Vantage Point Advisors and NACVA as outstanding individuals in their fields of valuation.
Vantage Point Advisors’ Director, Cheryl Kessler, will be presenting at the North County Bar Association, located in Vista, San Diego, California. Cheryl will be speaking to her experience and knowledge of how valuation relates to Buy-Sell Agreements in Estate Planning.
On February 24, 2015 Cheryl Kessler, Vantage Point Advisors Director, participated in a valuation case study held at the University of San Diego (USD) School of Law. The Honorable David Laro, a U.S. Tax Court judge, is a Professor-in-Residence at USD, where he teaches courses in Tax Policy and Business Valuation.
On January 27th, a panel of experts from different industries kicked off SDSU’s 2015 Business Forum Speaker Series, which was presented by the University’s Lavin Entrepreneurship Center and College of Business Administration. The moderator for the night was Vantage Point Advisors’ President and Founder, Todd G. Poling.
ACG’s panel of experts will discuss the trends affecting current valuations. The panelists include perspectives from a corporate attorney, valuation experts, investment banking and a serial entrepreneur through their experience with numerous transactions.
Joshua Vannetti, a Senior Associate with Vantage Point Advisors, will be participating in a joint volunteer opportunity between CalCPA’s Financial Literacy Program and Junior Achievement. He will be talking to students about practical financial matters to help teach them how to make good financial decisions early on.
Vantage Point Advisors’ Founder and President, Todd Poling, will present at the Manos Angel Network One Day Conference. This will be his second time working with the participants on “Valuation as it Relates to Angel Investing”.
Vantage Point Advisors continues to sponsor the SDSU Business Forum Speaker Series. Join Vantage Point Advisors for a dynamic speech on “Building a Great Team” by famous SDSU Basketball Coach, Steve Fisher. The event will be held Wednesday, September 10th from 3:30 pm – 6:00 pm at the Hyatt Regency La Jolla at Aventine. Not only is this a great program, this event is a great networking platform to meet top executives in the San Diego community.
Vantage Point Advisors Director Cheryl Kessler was a guest expert for a mock trial at U.S. Tax Court Judge David Laro’s University of San Diego’s Graduate Law School class on Wednesday, July 16th. Ms. Kessler was able to assist in educating law school students by participating in an exercise to teach students how to qualify an expert to testify in U.S. Tax Court, and how to cross-examine a business valuation expert. Ms. Kessler also discussed with the students the potential valuation pitfalls for buy/sell provisions in legal documents.
Vantage Point Advisors had the pleasure of attending the Association for Corporate Growth’s (ACG) San Diego Event – “Welk Resort’s Remarkable Success”. The breakfast program was held at the Del Mar Marriott from 7am – 9am featuring speaker Jon Fredricks, President of Welk Resorts.
Vantage Point Advisors sponsored ACG’s Petco Park Event – “Serial Entrepreneurs: Lessons Learned” on Tuesday May 20th. The program included a panel moderated by Dennis Doucette, Partner at Procopio, Cory, Hargreaves & Savitch LLP with the following speakers:
Vantage Point Advisors was front and center yesterday as annual sponsors of the SDSU Business Forum for “Stedman Graham: Maximizing Your Leadership Potential”. Stedman Graham is an entrepreneur, leadership success expert, author of eleven books and teaches leadership courses at leading universities. His speech demanded the attention of the entire room and the event was an overall success. The SDSU Business Forum sent out the following press release:
Vantage Point Advisors President, Todd Poling, delivered an educational speech on “How to Evaluate your Start-up” at the SHPE Conference held Saturday 19, 2014. Read more about the conference here:
Attendees were privileged to an exclusive program featuring the Spanos brothers of the San Diego Chargers. Both A.G. and John Spanos discussed the challenges they face on and off the football field. They provided plans for the future, including upcoming business plans and innovations that will keep their team viable and successful.
Vantage Point Advisors President, Todd Poling delivered an informative presentation on “Recent Trends in Fair Value Reporting” at the HighTower Advisors Breakfast Program. Attendees had the option to earn CPE credit while gaining more insight into the valuation field.
Vantage Point Advisors is happy to announce their sponsorship of the SDSU Business Forum Speaker Series for 2014. The Lavin Entrepreneurship Center, housed with San Diego State University’s (SDSU) College of Business Administration, has emerged as an entrepreneurial leader. The University’s innovative learning environment and San Diego’s exciting entrepreneurial business climate are brought together through dynamic curriculum, local industry leadership support, and philanthropy to establish a leading entrepreneurship program. At the Center, students and faculty work collaboratively to successfully market and implement numerous programs at SDSU and in the San Diego community.
VPA President Todd Poling and Director Cheryl Kessler delivered the CPE presentation at the Rancho Bernardo Inn today. After the morning presentations, the event continued on the golf course. Kara Strauss, Corporate Communications, set up a sponsor tent on Hole 18 for the remainder of the afternoon while Directors Cheryl Kessler and Christian Dougherty played on the green. The event concluded with an evening networking reception and awards ceremony.
Vantage Point Advisors are 2013 annual sponsors for the Los Angeles Venture Association (LAVA). LAVA’s annual summer bash “Meet the VC”, held at the famous Annenberg Community Beach House in Santa Monica was a tremendous success with over 250 executives in attendance. The event featured an orientation and champagne reception, an investor pitch session, and a beach house bash to conclude the night.
Hosted at the Scripps Seaside Forum overlooking the ocean in La Jolla, the sold out event was a tremendous success! The event featured tastings of San Diego’s best craft beers, great food catered by Premier Carriage Trade, a live band and a sunset on the beach. Vantage Point Advisors will be sponsoring the SDVG Summer Social 2014 being held at the same location on August 27, 2014.
Vantage Point Advisors and current ACG San Diego President Todd Poling was interviewed by Mergers & Acquisitions for their article, “ACG San Diego: America’s Finest City”. Todd discusses how the ACG San Diego Chapter has evolved, especially in regards to the quality of the members. Todd’s leadership position in ACG San Diego has allowed for a more rigorous screening process, resulting in new memberships from senior dealmakers involved in high-level transactions.
Please welcome us in congratulating Vantage Point Advisors President, Todd Poling on being elected as President of ACG San Diego. During his term, Todd’s main objective will be to improve member benefits. He also aims to develop quality programming, beneficial networking, improved member quality and increased drive throughout the organization.
Vantage Point Advisors, Inc. is pleased to announce the appointment of Rich Barth as Director. Rich has over 13 years in the financial and valuation industry, working both domestically and internationally. His experience includes running a valuation practice as well as working with some of the largest financial firms, Big 4 auditors, and middle market investment banks. Rich is a demonstrated leader who will be valuable in continuing to build on our firm’s mission to continually provide our clients with expertise, responsiveness and insightful solutions to their valuation issues.