We bring operational, consulting and private equity experience to help our clients drive execution, up-level finance and realize lasting value

At Exit Point Partners, we combine advisory and execution to help optimize growth stage B2B SaaS and tech-enabled services companies to achieve stronger, efficient growth enabled, outcomes no matter where they are in their maturity.

Exit Point Partners was founded by Dave Woolliscroft to bring the operational and finance excellence gained from 25 years in big four consulting and private equity operations to our clients.

At the heart of our work we believe in focusing on our clients highest value opportunities, considering successful execution from day one of any engagement and helping those we work with to be individually successful.   

Our Values

In our experience, how a service provider works with a client is a critical component of achieving a successful outcome for both parties. Our core beliefs are the foundation for how we work

Value-centric

We only work on engagements that will increase the value of your business at exit.We would rather turn down work than be unsuccessful

Execution

Good ideas are nothing without great execution. We think about execution from day 1 to make sure that improvement can happen quickly

Fidelity

Our job is to make our stakeholders successful, in their current roles and their careers. Helping clients be successful leads to long standing relationships.

Confidence

Belief that any challenge can be addressed is contagious. We help our clients believe in the possible, no matter how daunting.

Trust

Long-lasting relationships are grounded in trust. That means we act with integrity, talk straight and challenge current thinking.

Creativity

Intellectual curiosity, an openness to new ideas and continual learning have to drive what we do every day to bring the best solutions to our clients and to drive our own continued development.

Dave Woolliscroft – CEO and Founder

Dave Woolliscroft has more than 25 years of operating, consulting and board experience with a focus in B2B SaaS and technology-enabled services companies. That experience has led to the strong belief in the importance of both exceptional execution and quality data to drive successful growth or the resolution of challenging business transformations.

As CFO Operating Partner and the Finance Practice Director at K1 Investment Management, Dave was instrumental in optimizing profitable growth and exit valuation for technology companies, driving excellence in finance teams across the portfolio and building teams to deliver critical capabilities such as Pricing Strategy, M&A Integration and Executive Search. His strategic guidance extended to serving as a Board Member for GoCanvas and XTM International, and as a Board Advisor for Emburse.

Dave was previously a Managing Director at Deloitte, where he served as COO and CFO for their Managed Risk Services business, co-founded Deloitte New Venture Accelerator and served leading CPG and Healthcare Life Sciences clients in Strategy and Operations Consulting. Prior to that, he held key finance positions at Barclays Bank, Ford Credit, and Ford Motor Company.

The Team

Jordan beesley

Ian Belinsky

Conner Brase

Marisol McCoy

Derek Santana

Stephen Smeyak

Jon So

susan tumang

Darrin Ullerick

Libby Unger

Helen Wang

Our Advisors

Mike lipps

frank monestere

tony abena

Eric palmer