Employing a CFO is standard in larger companies, however most small to medium-sized businesses cannot afford, nor do they need, a full time CFO. A fractional CFO is the perfect solution for companies that need a senior finance executive, at a significantly lower cost, allowing the business owners to focus their time and efforts on what they do best – managing and growing their business.
Designed specifically to achieve your goals and objectives, our services can be customized to include:
Our partnership facilitates the planning and completion of securities deals. Our clients can proceed with confidence, as all securities transactions are processed through Waypoint Private Capital’s wholly owned broker-dealer.
The firm offers proven processes and extensive experience in M & A, Financing, and Financial Operations, placing the utmost importance on strong business ethics and integrity in everything they do.
Waypoint brings a history of successfully raising capital, offering deep market insight and access to established relationships across all classifications of capital providers, including venture capital investors, banks, and institutional private equity.
Their highly credentialed team has advised on more than $1B in deals and transactions to date.