Compass Point is the family business consulting group that meets you where you are. Getting in the arena with you, looking at the landscape through your eyes, we help you get clear on how to navigate successfully to your next destination point.
The long-term success of family business systems depends on the functioning and mutual support of each of the overlapping groups that comprise the family business system: family, business and ownership. The viewpoints, concerns, dynamics and goals of each of these groups are different and that makes decision making difficult. We help you clarify the roles, perspectives, and issues to be resolved. Alignment of each of these areas is crucial for the success of a family business.
A growth-minded business needs a road map and the proper tools to get you there.
Let's chart your course
Succession is not a solitary event. It requires a runway of at least 3 years to do it well – and on your terms.
Let’s get started today.
As a business owner, your greatest asset is locked in the business. Is it enough to maintain your lifestyle for decades to come?
Know your numbers
What's love, money and power got to do with it...EVERYTHING. Without governance, your family harmony is at risk.
Build a stronger family & business
As a global merger & acquisition consultant, Curt was ready to end the long stints on the road away from his wife and young children. But his new business venture had him investing long hours filling gaps rather than being at home as planned.
The owner was the business – sales, customer service, operations, finance, and team building. At the same time, the residential building market was getting more challenging.
As a well-respected engineering firm, the team at Barry Isett was looking to move from “Good to Great” and be a company “Built to Last”.
It’s all-consuming to get your start-up running and moving in the right direction. The owner saw an opportunity to invest in his people and pave a path to growing the business.
There are consultants. And there are coaches. Then there is Compass Point. A team of family business experts with financial acumen, emotional intelligence and strong facilitation skills to help your leadership team navigate the inherent challenges within a family business. Successful businesses. Aligned Ownership. Stronger Families. That’s what you will achieve working with Compass Point.Meet the team
BLOG | LEADERSHIP
A high-performing team needs continuous investment, because of one simple fact: a company cannot outgrow its leadership.Read More
BLOG | STRATEGY
Do you have your plan for first quarter 2023? Is it written down for the team to see, understand and act upon? Or is it still tucked away in your head, and shared as needed?Read More
BLOG | EXECUTION
Here’s the first lesson from the Allied victory on D-Day that’s directly relevant to business in 2022. Planning is essential because things rarely go as planned. Sound like a day in your life as a business owner?Read More
It starts with a 30-minute call. Find out how we work with family business owners who recognize that scaling the company requires mapping a course for the Business, Ownership and Family to take the journey together.
“Compass Point has helped us develop a rolling 3-year strategic plan with the leadership team; built in accountability and monthly meeting rhythm to monitor progress, learn, and adjust as needed. We couldn’t have done this without them!”