Compass Point helps your family business find growth, legacy, and harmony.
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After 20 years, we have perfected our strategy for aligning ownership, family, and business. Wherever your journey takes you next, let Compass Point be your guide.
Learn why family businesses have been working with us for 20 years
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.
As a 2nd-gen business, Compass Point actively navigates the 3-circle model as a business, team, and family every day. These real-time experiences give us deep empathy and insights into the real challenges facing family businesses.
CLIENT STORIES
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 teamRESOURCES
BLOG | LEGACY / COMMUNITY
Planning for the unexpected isn't pessimism. It's one of the most generous things you can do for the people who depend on you, at home and at work. It needs to happen today...
Read MoreBLOG | PEOPLE / TALENT
People will not stay forever. But the way they leave – and the way we help them leave – can strengthen trust, preserve relationships, and prepare the organization for what comes next.
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BLOG | TRANSITION / SUCCESSION
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!”