You close the deal.
We’ll handle the
valuation and CIM.

Waypoint creates white-labeled or co-branded valuation reports and CIMs that work for both sellers and buyers—so brokers and M&A advisors can spend less time on prep and more time closing.

Get started +1 929 560 6977

M&A Insight

Valuations and CIMs informed by real-world deal experience, grounded in actual comps and benchmarks.

Sector Expertise

Our deep industry expertise across a variety of sectors ensures reports are tailored to the business and the buyers in the sector.

Speed

Fast turnarounds (days not weeks), without compromising depth.

Clarity

Jargon-free, clearly written reports that sellers, and their buyers, can actually understand.

Respect

We treat every business like someone’s life’s work– honoring their legacy, their timeline, and their goals.

Waypoint Valuation Reports
‍Clarity That Builds Confidence

Waypoint’s valuation reports are built to be more than just numbers—they’re a clear, logical story of what the business is worth and why. Designed for business owners, not just financial pros, our reports walk sellers through the methodology step-by-step, so they actually understand the value.

That means fewer pricing battles, smoother conversations, and faster alignment—making it easier for brokers to win trust and launch listings that close.

waypoint cims
designed to sell the deal

Waypoint CIMs give buyers exactly what they’re looking for—clear, concise, and well-structured information that makes it easy to understand the opportunity. We highlight what makes each business attractive, using clean design, buyer-friendly language, and a logical flow that mirrors how serious buyers assess deals.

No fluff. No information overload. Just the right story told the right way—so brokers can generate interest faster and keep deals moving forward.

how it works: Valuation & CIM in 3 Simple Steps

All conversations and materials are handled with complete confidentiality.

Step

Quick Intake with Our Team

We’ll gather details about how the business operates, key roles, and its growth story—so we can capture the narrative you want to present to buyers.

Step

We Run the Numbers

We review the company’s financials (typically from the past 3 years), benchmark against real-world comps, and apply our valuation models to deliver reliable, market-aligned insights.

Step