Waypoint Summit
Waypoint Summit Ventures is dedicated to acquiring and actively operating a single great B2B service business. Our philosophy centers on people, trust, and shared values. We aim to preserve the company’s legacy while building sustainable, long-term growth for employees, customers, and the broader community.
Unlike traditional buyers focused on short-term returns or quick exits, we are committed for the long haul. We believe in the enduring value of strong service businesses and the people who power them. As a full-time operator, we will be directly involved in stewarding the company toward long-term success.
The Process
Our process is designed to be thorough, thoughtful, and respectful of your time as a business owner.
Step 1: Understand
Begin conversations to learn about your business, its financials, long-term vision, market positioning and culture.
Step 2: Diligence
Present an initial offer, then move into deeper diligence across finance, legal, operations, and people to ensure alignment and fit.
Step 3: Contracting
Finalize transaction details and create a clear onboarding plan to ensure continuity and a smooth transition for employees and customers.
The Focus
Waypoint Summit Ventures seeks a high-quality B2B service business that aligns with the following characteristics:
Industry Criteria
- Construction-adjacent or niche trade services
- E-learning development firms
- Logistics and warehouse services
- Regulatory compliance services
- Engineering consulting services
- Waste management
Business Criteria
- Located in Colorado
- Operating for 10+ years
- Recurring or repeatable revenue streams
- Low regulatory or concentration risk
Financials Minimums
- $5M+ annual revenue
- $1M+ annual profit
- 15% EBITDA margins
Let's Explore an Intentional Transition
Considering Succession? Let’s Connect.
If you’re a business owner considering succession, a representative of one, or you know a great B2B service company that could be a fit, we’d love to connect. Reach out today to start the conversation.