Our clients are closely held and family businesses with revenues between $2MM and $100MM, who may be unsure of their direction, disappointed with their operational or financial results, or concerned with ownership transition and creating value in their companies. We help them achieve their True-North by figuring out where to make their money, how to sustain their growth, and how to build a business legacy. After working with us for 2 years, our typical client outperforms their competition 3:1.
Our clients are successful owners and companies that want to grow and create more value in their company. Our clients choose us because of our unique approach of focusing on the business legacy first (value and exit), then the business plan (strategy and growth). The Compass Point Process helps our clients find their True-North – alignment of the business growth goals with the owner’s value goals.
We have found that as businesses grow, the needs, experience, and expertise required to get to the next level and sustain its position are often outside the core skills and competencies of the company.
Start-Up →$1,000,000 → $5,000,000 → $10,000,000 → $20,000,000 → $50,000,000 → $100,000,000
That is where Compass Point comes in. From our experience in industry as CEOs, CFOs, and Director of Sales, we provide proven expertise in strategy, finance, sales, succession and exit planning, and execution to help companies get to the next level, and often become part of the bench strength to execute the plans we help develop.
A wide array of growth-oriented companies providing a unique set of business services in industries such as staffing, financial services, property management, engineering, brokerage, personal training, telecom, and medical practices.
From early stage software companies to integrated solution providers, all with a focus on being industry leaders.
Companies operating within HVAC, plumbing, construction, roofing, insulation, and landscaping represent a range of contractor business sectors.
Companies operating within the manufacturing and value-added manufacturing sectors.
B2B companies which are the channel through which goods and services flow.
Companies operating in the business of hospitals and healthcare organizations, and those companies that service them.