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Accredited Executive Associate IIB
Institute for Independent Business International
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Forum for Ethics in the Workplace
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Institute of Management Consultants USA
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Pennsylvania Business Brokers Association
About Us
Compass Point's purpose as a business management consulting firm is to help our clients create successful companies that deliver extraordinary financial returns, drive value and equity for the owner, and help business owners run their companies so they can get out on their terms when the time is right.
Typically our clients are closely held and family businesses with revenues between $2MM and $100MM who are in transition regarding strategy, growth, or exit. Together we develop plans to help our clients find their True-North, beating competitors and generating substantial, lasting financial impact.
Established in 2003, Compass Point is the Lehigh Valley's only firm specializing in exit planning and ownership transition for closely held and family businesses. Our unique Ownership Planning™ process ensures that business owners efficiently transfer hard-won business value that is currently tied up in an illiquid business, while creating significant personal and business tax advantages and liquid net worth for owners. Compass Point's managing partner is one of only 96 Certified Exit Planning Advisors (CEPA) in the United States.
At Compass Point, our job is to:
Unlike many consulting firms, Compass Point customizes a consulting team for each engagement, drawing upon recognized specialists whose skills are tailored to the particular assignment. Each team is comprised of members who have walked a mile in our clients’ shoes, thereby bringing a practical and seasoned business perspective to every engagement. With an ability to quickly assess and narrow in on root cause, we are instrumental in helping our clients solve the unique challenges that come with growth.
Blending individual talents with world-class expertise in strategy, financial management, capital raises, sales and business development, merger and acquisition, C-level executive management, family business, and exit and succession planning Compass Point is dedicated to assisting our clients achieve sustainable profitability and growth, while maximizing enterprise value.
Our diverse team of professionals is headed by:
Tom Garrity, Managing Partner
610-336-0514
tgarrity@compasspt.com
> Click here for Tom's bio