What We Do

Waypoint Business Advisory delivers on-demand, executive leadership and execution support for companies in the thick of operational transformation.

We specialize in moments where things are messy - post ERP implementation, post-merger, post-hyper growth - and step in as hands-on leaders who identify the problem, frame the solution, and drive it to completion

Our Core 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

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Business Operating Model & Governance Design

We help you transition from legacy structures to scalable, efficient operating models, redesigning org charts, governance processes, roles, and decision rights

We help you:

Define how work should flow
Eliminate duplicate roles and unclear ownership
Establish governance that sticks

Business Process Troubleshooting & Optimization

Outsourcing isn't just saving money - it's about shifting core resources to focus on value. We help you figure out what to outsource, where to do it, and how to transition it

We help you:

Assess current-state inefficiencies
Identify outsourcing or co-sourcing opportunities
Lead vendor selection and transition planning

Outsourcing Strategy & Execution

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Financial Leadership & Execution

From interim CFO support to finance process repair, we fill interim leadership gaps and stablize your finance org to handle scale and complexity

We help you:

Improve FP&A and close processes
Stand up finance orgs post-transaction
Navigate operational issues tied to growth, new systems, or acquisitions

When day-to-day execution breaks down - fulfillment delays, finance errors, manual workarounds - we find the root cause and fix it. Fast

We help you:

Diagnose operational breakdowns
Design efficient, scalable processes
Align teams and tools to support the new way

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