Market Expansion Waypoint is planning expansion into the Dallas metroplex, Ohio, and South Carolina, targeting federally insured credit unions with audit and consulting needs. BD opportunities include regional delivery, introductory audit and compliance packages, on-site training offerings, and governance workshops tailored to local markets.

Comprehensive Services The firm offers audit procedures, compliance reviews, internal control testing, policy development, staff and director training, and long-term strategic planning. Upsell opportunities include ongoing risk-based audit programs, board governance coaching, and policy lifecycle management to drive regulatory readiness and resilience.

Credit Union Focus With a niche in credit unions and serving numerous federally insured institutions, Waypoint can leverage its domain expertise to win multi-client engagements, cross-sell bundled services, and position as a trusted, repeat-audit partner for credit union networks.

Recurring Training Training and policy development can be packaged as retainer-based offerings, enabling recurring revenue through annual compliance training bundles, policy updates, and ongoing governance reviews that expand client lifetime value.

IT and Risk Internal control testing and technology exposure indicate capability to deliver IT risk assessments, cybersecurity controls reviews, and third-party risk management aligned with credit union regulatory demands and member data protection.