Know what your business is worth
Waypoint exists to solve a common problem in small business sales: too much confusion, too little clarity, and a disconnect between sellers and buyers. We believe valuation reports and CIMs shouldn’t just check a box—they should educate, build trust, and keep deals moving.
We work with business owners, brokers, and M&A advisors to create clear, professional materials that speak to both sides of the table. Our valuation reports don’t just give you a number—they explain how it was calculated and what’s driving it. Our CIMs are designed with buyers in mind, highlighting what matters most in a format that’s easy to understand and act on.
Whether you’re years away from selling or starting to plan your exit, Waypoint gives you the tools to move forward with confidence. For business owners, our reports offer real insight into market value and how to improve it. For advisors, we provide deal-ready materials that help align sellers, attract serious buyers, and close faster.
Our team brings real-world M&A experience across industries. We’ve seen what works, what stalls deals, and what helps owners get to the finish line. That’s why we built Waypoint—to bring clarity early, and help every step run smoother.
Our Mission
To bring clarity, speed, and professionalism to the materials that power small business sales. Our focus is on businesses with $500K to $10M in revenue—where clear insights make all the difference.