Serving North Carolina: Triangle | Triad | Charlotte & Statewide
Vantage Point Business Advisory Services
Building stronger businesses. Strengthening communities.

Strategic Advisory, Capital Readiness, & Business Brokerage

Helping small business owners build enterprise value, prepare for financing, and navigate ownership transitions—while partnering with public entities to strengthen local economic ecosystems across North Carolina.

Explore Public & EDO Services
20+ Years Banking & SBA Experience
CEPA Credential Certified Exit Planning
Cardin Affiliated Licensed Brokerage Platform
Reggie Jones, President & CEO

Reggie Jones, CEPA

President & CEO | Vantage Point

"Revenue gets attention, but transferable value creates options. Our goal is to ensure business owners build lasting value and capital providers find bankable opportunities."
Former Statewide Director of Business Solutions
Licensed NC Real Estate Broker
Rural Economic Development Institute Alumnus

Who We Serve

Delivering tailored advisory for private business leaders and public sector stakeholders.

01

Private Business Owners & Buyers

Whether you are looking to strengthen cash flow and operational efficiency, prepare for financing, understand your business value, or navigate an exit, we provide practical, owner-focused advisory services.

  • ✓ Business valuation guidance and exit preparation.
  • ✓ Capital readiness modeling for lender introductions.
  • ✓ Full-service brokerage representation via Cardin Business Brokers.
02

Institutional Partners & Public Sector

Partnering with municipalities, EDOs, CDFIs, and business support networks to deliver technical assistance and small business programs.

  • ✓ Entrepreneurship cohort facilitation and workshops.
  • ✓ Technical assistance and loan readiness program delivery.
  • ✓ Business Retention & Expansion (BRE) strategy.
Inquire About Program Partnerships →

Core Advisory Services

Clear, purpose-driven capabilities focused on strengthening business financial readiness and enterprise value.

Business Brokerage

Affiliated with Cardin Business Brokers

Full-service seller representation, valuation discussions, listing preparation, confidential buyer screening, and transaction management tailored for small business owners.

Capital Readiness & Lending Referrals

Advisory & Referral Partner

Debt capacity modeling, financial evaluation, and capital strategy to ensure your business meets lender underwriting criteria before connecting with active commercial lenders.

Business Consulting & Exit Advisory

CEPA-Guided Scaling

Business Value Snapshots, exit readiness assessments, and operational guidance designed to increase margins, reduce owner dependency, and build transferable enterprise value.

Supporting Business Creation, Growth, and Continuity to Strengthen Communities

Practical training and advisory that help economic development and entrepreneurial support organizations build stronger businesses, support jobs, and sustain local enterprise.

Cohort Facilitation & Workshops

Practical training in business foundations, cash flow, and capital readiness to launch and fund sustainable growth.

Technical Assistance (1-on-1)

Targeted advisory helping entrepreneurs improve profitability, build enterprise value, and prepare for financing.

Business Retention & Continuity

Helping owners build transferable businesses and prepare for succession to support local jobs and economic activity.

Reggie Jones

Meet Reggie Jones, CEPA

President & CEO | Vantage Point Business Advisory Services LLC

Reggie Jones brings over 20 years of experience expanding access to capital, technical assistance, and financial health education for small businesses across North Carolina.

As a former Director of statewide lending, technical assistance and economic development strategy, Reggie directed small business lending and technical assistance teams that delivered capital access and small business advisory services across North Carolina's 100 counties. His experience spans banking, SBA credit underwriting, CDFI management, and public-private partnership development.

Education: East Carolina University (B.S. Business Ed)
Specialized Credentials: Certified Exit Planning Advisor (CEPA)