You're in the middle of a complex transition - maybe it's a new ERP, a merger or carve-out, a phase of rapid growth, or a transformation that looked good on paper. Suddenly, margins are shrinking, operations are tangled, processes are outdated, and your teams are too swamped to zoom out and fix the problem. Sound familiar?
Transitions are supposed to move businesses forward, but more often than not, they leave companies stuck in a fog of complexity. That’s not failure. That’s a waypoint—a signal that it’s time to reorient, recalibrate, and reset your course.
You need doers - who solve problems, hands-on, in the mess, in partnership with your people
Tell us where you're stuck and we'll chart a clear, actionable path forward — together.
On Demand, Executive Talent for Operational Transformation
Tackling the "dirty work" too unglamorous for traditional firms
Our Ideal Clients
We partner with mid-market companies navigating the costly growing pains post-transition. These moments leave behind broken processes, messy data, overwhelmed teams, and mounting pressure to improve EBITDA. Most consulting firms hand you a roadmap. We roll up our sleeves, join you in the mess, and drive issue resolution.
Where We Thrive
We diagnose and solve operational problems across core back-office functions from three dimensions (people, process, and data)
Situations We Support
Post ERP clean-up
Post-merger operational integration
Post-carve out stabilization
Rapid growth and scaling pains
Finance team stabilization
I had an excellent experience! The service was outstanding.
John Smith - CFO at Company X
Our Services
You've made bold moves but the dust hasn't settled and the real work begins. Your business needs experienced operators who don't just advise, they do
Click below to 'Learn More'
Business Operating Model & Governance Design
Identify inefficiencies. Redesign how a business function runs. Make change stick
We help answer key questions such as:
"Who's accountable for what now?"
"Why do we have three teams doing the same thing in three different ways?"
"Our new strategy is great on paper - how do we organize to deliver it?"
Business Process Troubleshooting & Optimization
Rethink how and where work gets done - make it more efficient
We help answer key questions such as:
"What's the right model and partner for where we are now?"
"Is this work core for my organization or is there a better long term solution?"
"Could we outsource without losing quality or control?"
Outsourcing Strategy & Execution
Financial Leadership & Execution
Provide executive, hands - on support to stabilize and strengthen the finance function
We help answer key questions such as:
"Our costs are up, our EBITDA is down, can someone explain why?"
"Why is it hard to get visibility into our financial performance?"
"How do we get through month end close (or audit cycles) without gaps?"
Fix what's broken. Redesign processes that scale. Eliminate bottlenecks
We help answer key questions such as:
"Why is this taking so long - and why do small issues keep turning into big ones?"
"What's causing all the exceptions in our processes?"
"How do we simplify and standardize without slowing things down?"
Our Approach
The consulting model is rapidly evolving toward a more data-driven, technology-enabled approach, with a growing emphasis on leveraging artificial intelligence to enhance efficiency. As a result, delivering value has fundamentally shifted beyond dense PowerPoint presentations and theoretical recommendations in the boardroom. Organizations are seeking practical insights, rapid outcomes focused on continuous value delivery, and adaptability to evolve alongside their changing needs.
Waypoint Business Advisory’s approach is intentionally designed to be lean, agile, and hands-on, fully embedded across multiple levels of an organization—from the boardroom to front-line employees
30+
45
Years of Experience
Happy clients
Industries Served
Healthcare Provider Services
Energy & Chemicals
Financial Services
Pharmaceutical
Contact us
info@waypointba.com
© 2024. All rights reserved.
LOCATION
Chester County, Pennsylvania
HOURS
8 AM - 5 PM EST