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Home
About Us
Our Team
Make an Impact Foundation
Waypoint Securities
CenterPoint CFO
Services
By Package
Explore
Grow
Change
Legacy
By Service
Business Valuation
Mergers & Acquisitions
Exit Planning
Succession Planning
Business Financial Planning
Income Tax Planning
Estate Planning
Family Office Services
CFO Support Services
Employee Stock Ownership Plan
Management Buyout
Business Sales and Recaps
Resources
Represented Industries
Testimonials
Case Studies
Planning Tools
Blog
Work With Us
Careers
Contact
Blog
What Small Business Owners Need to Know About Corporate Acquisitions
•
August 5, 2025
Avoiding the Top 5 Mistakes in Exit Planning That Could Cost You Millions
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August 4, 2025
How Business Advisors Help Identify Hidden Growth Opportunities in Niche Markets
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July 10, 2025
How to Develop an Estate Plan That Supports Your Business Legacy
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June 6, 2025
5 Industry-Specific Factors That Can Impact Your Business Valuation
•
April 29, 2025
Tailoring Succession Plans for Small Businesses vs. Large Enterprises
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April 22, 2025
Budgeting A Family Office
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April 16, 2025
The Difference Between Fair Market Value and Strategic Value in Business Valuations
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March 18, 2025
Selling vs. Transitioning: Choosing the Right Exit Path for Your Business
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March 11, 2025
Quest’s Dale Gillmore Featured on the I See What You’re Saying Podcast with Michael Reddington
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March 6, 2025
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