Waypoint Private Capital

This Thanksgiving, we want to take a moment to reflect on the things that matter most—gratitude, connection, and community. We’re truly thankful for the relationships we’ve built with our clients, partners, and colleagues throughout the year. Your trust and collaboration inspire us every day. As we gather with loved ones to enjoy good food and great company, let’s also take time to appreciate the journey we’ve been on and the opportunities that lie ahead. Wishing you a day filled with joy, laughter, and meaningful moments. From all of us at Waypoint Private Capital, Happy Thanksgiving! ???? #HappyThanksgiving #Gratitude #ThankfulAndGrateful

Selling a business has many moving parts—valuation, buyer outreach, negotiations, due diligence, and closing. Going it alone can be confusing, overwhelming, and may result in missed opportunities or reduced value. That’s where an M&A advisor comes in. Here are a few reasons why hiring an M&A advisor makes sense: 1?? Maximize Value: Advisors know how to position your business to attract the right buyers and secure the best price. 2?? Access to Buyers: With extensive networks and research, they connect you with strategic buyers, private equity firms, and other investors. More Potential Buyers = More Competition Amongst Potential Buyers = Maximum Valuation. 3?? Negotiate Like a Pro: Experienced advisors manage negotiations to protect your interests and get favorable terms. 4?? Save Time & Reduce Risk: Advisors handle the complex details so you stay focused on running your business. At Waypoint Private Capital, we provide expert M&A advisory services that guide you through every stage of the sale, ensuring a smooth process and the best outcome. ?? Learn more about Waypoint Private Capital and how an M&A advisor can help you achieve your goals: https://hubs.ly/Q02XNfjl0 #MergersAndAcquisitions #SellingYourBusiness #WaypointPrivateCapital #MAAdvisor #BusinessStrategy #ExitPlanning

Selling a business is a complex process that requires time, preparation, and strategy — but exactly how long should you expect it to take? While every sale is different, understanding the typical timeline can help set realistic expectations and ensure you're prepared for each step. In general, selling a business takes 4 to 12+ months, with key phases including: ?? Information Gathering and Valuation: Kick-off meeting, data room set up, and business valuation. ?? Marketing Materials Preparation: Executive Summary, Confidential Information Presentation, financial model, and management presentation. ?? Go to Market: Target buyer list development, Executive Summary and Confidential Information Presentation distribution, and management calls. ??? Auction and Negotiations: Indication of Interest solicitation, narrow buyer group, evaluation and negotiation of offers, select buyer, and sign negotiated Letter of Interest. ?? Due Diligence and Closing: Buyer conducts due diligence, attorney preparation and negotiation of closing documents, closing and capital transfer. At Waypoint Private Capital, we help business owners navigate every step efficiently while ensuring they achieve maximum value. With the right preparation, you can avoid delays and close the deal with the best possible terms. ?? Need help planning your business sale? Get in touch with us today: https://hubs.ly/Q02XK8R30 #sellingyourbusiness #mergersandacquisitions #waypointprivatecapital #exitplanning #businessowners

Today, we express our heartfelt gratitude to the brave men and women who have served in the armed forces. Veterans Day is a time to honor those who stood for our freedom, often making personal sacrifices to protect the values we cherish. To all veterans—thank you for your courage, dedication, and service. Your resilience inspires us, and your contributions continue to shape our communities and our nation. From all of us at Waypoint Private Capital, we honor you today and every day. #VeteransDay #HonorAndGratitude #ThankYouVeterans #WaypointPrivateCapital

The process of selling a business is more complex than most people expect. Planning ahead can mean the difference between selling for top dollar and leaving money on the table. Learn how a proactive strategy increases your business’s value over time. At Waypoint Private Capital we know how to help business owners maximize the value of their business. Our experienced team works closely with you to analyze your business and industry. If you start exploring the sale of your business early enough, we can help you understand how buyers will see your company and improvements you can make in the business to increase its value. If you are ready to sell right away, we will create competition amongst buyers that will lead to much better offers than if you were selling to a single potential buyer. ??Ready to begin? Explore how to maximize your business's value by scheduling a no-obligation consultation today: https://hubs.ly/Q02WRgh90 #businesssales #sellingyourbusiness #exitplanning #sellingabusiness #businessvaluation

Selling your business doesn’t have to feel like a frightening mystery lurking in the shadows. With the right strategy (and the right advisors), you can avoid deal disasters and come out on top. At Waypoint Private Capital, we’ll guide you every step of the way: ??? Valuation Magic: Discover ways to boost your value before you sell. ?? Avoiding Deal Monsters: We protect you from pitfalls like bad offers, buyer ghosts, and the wrong legal advice. ?? Scare-Free Selling Process: Our sell-side auction process brings buyers to the table, increasing your final offer. Don’t let fear hold you back — unlock the value in your business today and make the sale a real treat! ?? Our professional valuation services and structured auction process bring clarity, ensure competitive bids, and help you avoid costly mistakes. Don't get spooked— let’s work together to make your business sale a treat, not a trick! https://hubs.ly/Q02WrFDC0 #SellingYourBusiness #HalloweenBusinessTips #WaypointPrivateCapital #ExitPlanning #MergersAndAcquisitions

Private equity firms will be facing a dynamic landscape in 2025. From market volatility to operational shifts, there are critical challenges—but also significant opportunities. Discover how industry leaders are positioning themselves for success by leveraging innovation, enhancing operational efficiencies, and seizing growth opportunities. Whether you're an investor or a business owner, this is your roadmap for thriving in an increasingly complex environment. Read entire article: https://lnkd.in/gMg6t4k9 #PrivateEquity #BusinessGrowth #PE2025 #InvestmentStrategies #ChiefExecutive

LAST CHANCE TO REGISTER Selling a business is one of the most significant financial decisions a business owner will ever make, and getting it right can make a world of difference in maximizing the return. Join us for our upcoming webinar, 'A Step-by-Step Guide to Selling Your Business for Maximum Value', where we’ll walk you through the critical strategies and insights you need to know to ensure a successful sale. Register: https://hubs.ly/Q02QMZfX0 #waypointprivatecapital #businessowners #financialadvisors #sellabusiness #sellacompany #businesssale #cpa #exitplanning

There isn’t much debate about the fact that business owners who started preparing for the sale of their company several years prior to the actual sale fare much better than those owners who didn’t spend the time preparing. Planning gives business owners time to build their advisor team, get educated about the sale process, and make changes in the company that will eliminate risks and increase the value of their business. A few of the steps we discuss that will increase value include the following: ? Build an Effective Sales Team ? Reduce Customer Concentration ? Reduce Costs and Improve Efficiency Read our entire article here: https://hubs.ly/Q02RRVTc0 ?? Key Takeaway: Don't wait to take steps to prepare for the sale of your business prior to beginning the sale process. ATTEND OUR UPCOMING WEBINAR Want to learn more? Attend our upcoming webinar 'Step-to-Step Guide to Selling Your Business for Maximum Value' on Thursday, October 10th. Register here: https://hubs.ly/Q02RRZ5b0 #MergersAndAcquisitions #BusinessSale #MaximizeValue #BusinessStrategy #BusinessOwners #SellaBusiness #SellaCompany

THERE'S STILL TIME TO REGISTER Selling a business is one of the most significant financial decisions a business owner will ever make, and getting it right can make a world of difference in maximizing the return. Join us for our upcoming webinar, 'A Step-by-Step Guide to Selling Your Business for Maximum Value', where we’ll walk you through the critical strategies and insights you need to know to ensure a successful sale. Register: https://hubs.ly/Q02QMZkB0 #waypointprivatecapital #businessowners #financialadvisors #sellabusiness #sellacompany #businesssale #cpa #exitplanning