Resources > Strategic Alliances

We coach our CEO clients that their company is only as good as the people around them. The same principle applies to Compass Point. We have sought out strategic partnerships with select companies because their expertise compliments our own. We have forged alliances in the areas of executive coaching, strategic & exit planning, business accounting & taxation, finanical planning, valuation and behavorial assessments.

Click the logos below and find out more about the professional affiliations that bring thought leadership and additional value to our clients.

Gazelles International is a worldwide coaching association composed of independent, executive businesses Coaches/Consultants who assist growth companies with the development of their strategic plan in order to scale up successfully.  The planning framework is based on the book Mastering the Rockefeller Habits and its sequel, Scaling Up, both written by Verne Harnish, and focuses on mastering the 4 Decisions every growth business must get right:  People, Strategy, Execution, and Cash.  The tools are practical, implementable, and will help you get a grip on your business…fast.  Tom Garrity is a Certified Gazelles International Coach.

The Exit Planning Institute is an association of executive business advisors who assist companies in maximizing their business value, and provide exit and transition strategies to business owners.  EPI provides advisor continuing education, tools, and a framework to help guide business owners through the growth and transition process. Tom Garrity is a Certified Exit Planning Advisor.

Extended DISC® helps individuals understand their own natural behavior styles, recognize those of others, and develop techniques to work with the different styles to improve their personal performance.  Tom Garrity is a Certified Extended Disc Coach and can advise on using these tools to eliminate expensive mistakes, wasted time and resources.

 

 

Concannon Miller, a Lehigh Valley based CPA & business consulting firm, provides privately-held businesses, non-profit organizations and franchisees with comprehensive accounting, audit and tax services. They have extensive experience serving family businesses and act as the ‘office next door’ for advice and counsel. Concannon Miller is Compass Point’s go-to resource for business valuations.

Legacy Planning Partners is an independent, fee-based financial planning firm that provides objective advice to help their clients plan for and manage opportunities as well as risk. Compass Point works with Legacy because they are experienced at helping family-owned businesses navigate the nuances of transitioning ownership and protecting wealth in a tax efficient manner.

Ben Franklin Technology Partners (BFTP) provides both early-stage, technology-based firms and established manufacturers with funding, business and technical expertise and access to a network of innovative, expert resources. Compass Point serves as one of those resources, helping companies plan for strategic growth and profitability.

 

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