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.