Simple pricing.
Because clarity should start here.

Waypoint is built around a simple idea: the value of clarity isn't determined by how much revenue you have or how many people you employ.

Whether you employ 15 people or 150, the question we're helping answer is the same:

What do you want your business to do for you, and what needs to change, or stay exactly as it is, to get there?

The Waypoint Index

$10,000

One business. One price. One comprehensive Waypoint Index.

We start with the owner and establish the destination. Then we combine perspectives from across the organization with financial and customer intelligence to understand where the business really is today, what could get in the way, and what deserves attention next, if anything.

The Index includes

  • Owner Clarity Session
  • Organizational Intelligence
  • 36 months of Financial Intelligence
  • 36 months of Customer Intelligence
  • Waypoint Readiness Analysis
  • 12 Waypoint Themes unique to the organization
  • Waypoint Readout + Opportunity Map

Then the owner decides what to do about it.

Waypoint Membership

$3,000/year

Maintain clarity.

We continue processing financial and customer information and identifying meaningful changes that could affect the owner's destination.

Membership also includes an annual Owner Destination Review, where we return to the question that started everything:

“Is this still what you want your business to do for you?”

If yes, we confirm it and keep going. If not, we help establish the next Waypoint.

Waypoint Re-Index

$7,500

Remeasure the organization when new clarity would be valuable.

We gather fresh organizational perspectives, update the intelligence, reassess overall readiness, realign the 12 Waypoint Themes and create an updated Opportunity Map against the owner's current destination.

A Re-Index isn't necessary on a fixed schedule. It may make sense anywhere from 6 to 24 months, but only when something has changed enough to make a fresh perspective valuable: rapid growth or decline, an acquisition, a leadership transition, succession planning, a meaningful change in what the owner wants, or another shift that could materially change the path forward.

The Waypoint Collective

Optional

Help when the owner wants it.

Sometimes the existing leadership team handles what the Index identifies. Sometimes it's the CPA, attorney, EOS Implementer, coach or fractional executive. Sometimes an owner wants help from the Waypoint Collective.

Use us if we're helpful. Don't if we're not.

Waypoint isn't designed to manufacture consulting work. It's designed to create clarity.

Simple clarity

Waypoint Index

$10,000

Establish clarity.

Waypoint Membership

$3,000/year

Maintain clarity and reconfirm the destination annually.

Waypoint Re-Index

$7,500

Remeasure the organization when new clarity is valuable.

Waypoint Collective

Optional

Get help only when you want it, and only when it will help.

  • No requirement to hire our Waypoint Collective advisors.
  • No hidden next step.