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.

We help companies find where to make their money, make more of it faster, and sustain their growth longer. After working with us for two years, our clients have historically outperformed their competitors by 3:1.

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.

As Compass Point consultants, our job is to:

  • Effect change (be the catalyst)
  • Develop and implement strategies with our clients
  • Move owners from 'having a job making the donuts' to 'building a business that makes the donuts.' The business becomes the owners 'product' and is where value is built
  • Build value and owner equity for the client in their business