$2,500 – $4,500
Completed in 1–2 weeks
The Health Check is a focused diagnostic across 6 core business pillars. It answers one question: what are the 3 things you need to fix first?
We review your financials, operations, team, systems, client concentration, and exit posture. You receive a scored assessment and a prioritized action list — with a clear next step on every item. No fluff. No vague observations. Specific, actionable findings ranked by impact.
What You Receive
6-Pillar Business Scorecard
Scored assessment across financials, operations, people, systems, clients, and exit readiness.
Top 3 Immediate Action Items
Prioritized by impact and urgency. Specific recommendations, not general observations.
Executive Review Summary
A written summary document suitable for sharing with partners, lenders, or advisors.
1-Hour Debrief Session
Walk through the findings with Mario directly. Questions answered, path forward clarified.
$7,500 – $12,000
Completed in 3–4 weeks
The full picture. This is the diagnostic most clients start with once they are serious about change. It maps every major risk and constraint in your business — and gives you a 90-day blueprint to address them.
You receive two proprietary scores: an Owner Independence Score (0–100) and an Exit-Readiness Score (0–100). Both are quantified, documented, and actionable. You leave with a precise map of where you are, why it matters, and exactly what to do next.
What You Receive
Risk + Constraint Map
Comprehensive mapping of every major fragility — financial, operational, personnel, and structural.
90-Day Control Blueprint
A phased action plan with specific deliverables for each of the first 90 days.
Owner Independence Score
0–100 score measuring how owner-dependent the business is today, with subscores by category.
Exit-Readiness Score
0–100 score assessing M&A readiness, buyer confidence, and valuation gap analysis.
Full Debrief + Recommendation Session
2-hour working session to walk through every finding and align on the path forward.
Priced by scope
Timeline scoped to deliverables | Full implementation
This is where real change happens. The Execution Sprint is a full implementation engagement -- not advice, not a report, not a series of calls. We embed, we execute, and we install.
Every Sprint is scoped to what your business actually needs. One client may need a single system installed fast. Another may need a full rebuild across all four Waypoints. Scope, timeline, and investment are defined after the Diagnostic -- so you only pay for what gets implemented.
The Execution Sprint is the foundation of the Operating Partner relationship. Most clients who complete a Sprint continue into a monthly retainer.
What Gets Installed
Visibility Installed
Close discipline, cash rhythm, KPI dashboard, and weekly reporting cadence built and running.
Control Installed
Operating cadence, roles, decision rights, and meeting rhythm — owner removed from daily decisions.
Dependency Reduced
Leader scorecards, handoffs, knowledge transfer, and depth built into critical roles.
Exit Readiness Achieved
Durability, documentation, and buyer confidence — 30-day away test passed.
Documented Before & After
Every result quantified and documented. No ambiguity. No vague outcomes.
Ongoing Support
Fractional COO support on a monthly cadence. Three tiers matched to where your business is and what you need next. Senior attention — not junior delivery.
Tier 1
$4,000 – $6,000/mo
Ongoing support at maintenance and reinforcement level. Best for businesses that have completed a Sprint and want to sustain momentum.
Tier 2
$8,000 – $12,000/mo
Active growth engagement with deeper operating cadence. For businesses ready to scale revenue, team, or market without breaking the systems we built.
Tier 3
$15,000 – $25,000+/mo
Full exit preparation. For businesses targeting a sale in 12–36 months. We build buyer confidence, clean up the cap table story, and maximize enterprise value.
Before You Decide
We are not consultants. We do not deliver slide decks or "strategic recommendations." We embed in your business, work alongside your team, and install systems that actually run after we leave. Every engagement has documented before-and-after results. If you cannot measure the change, we did not do our job.
That is exactly why you need this. We build around your schedule and minimize the time you need to invest. Most of the installation work happens with your team, not with you in the room. The Health Check takes 2–3 hours of your time over 2 weeks. The Execution Sprint typically requires 3–4 hours per week from the owner.
Absolutely. We do not market our clients. We do not share their data. We do not use their names in case studies or testimonials without explicit written permission. Every engagement is covered by a mutual NDA. Confidentiality is not a feature — it is a requirement.
You may never sell — but you should always be ready to. The same work that makes your business sellable makes it run better, earn more, and give you your life back. Clean financials, documented systems, transferable processes, and no owner dependency aren't just sale prep. They are signs of a healthy, well-run business.
Yes — Waypoint is US-wide. We work remotely for most diagnostic and advisory work. On-site visits are available for the Execution Sprint and higher-tier retainer clients when the engagement calls for it. Geography is not a barrier.
Take the free 7-minute Owner Independence Assessment. It will give you a score, a risk profile, and a clear starting point — no pitch, no spam. From there, you can decide whether a Health Check, the full Diagnostic, or a fit call makes the most sense.
Get Started
Take the free assessment first. Seven minutes. A score. A clear next step. No pitch. No obligation. No spam.