Family Business Consultants | Coaches | Change Agents | Compass Point

Successful Businesses,
Aligned Ownership, &
Stronger Families.

Compass Point helps your family business find growth, legacy, and harmony.

Take the Six Pillars Assessment

 

Strengthening Family Business Since 2003

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

CONSULTANTS. COACHES. CHANGE MAKERS.

Navigating ownership, family, and business.

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.

We help families in business remain families.

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.

WE MEET YOU WHERE YOU ARE AT

What’s stalling your growth?

Develop Your Business Strategy

A growth-minded business needs a road map and the proper tools to get you there.

A growth-minded business needs a road map and the proper tools to get you there.

Let's chart your course

Grow Your Leaders

grow your leaders icon

Would you rehire everyone on your team tomorrow?

Find your A-team

Plan Your Transition

plan your transition

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.

Uncover Financial Gaps

financial gaps

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

Manage Family Dynamics

manage family dynamics tree icon

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

Design Your Next Chapter

design your next chapter icon

Moving from success as an owner to significance as a person can be a daunting change when your identity is embedded in the business.

Let’s define your legacy

See all challenges

CLIENT STORIES

71% revenue growth over 48 months had the competition calling

Challenge

This entrepreneur built a niche business from the ground up. A shift in his transition plan brought his daughter on board and together they planted seeds for an appealing sale.

Read Full Story

appeeling fruit owner and daughter

New team focus resulted in 31% increase in gross profit

Challenge

2020...COVID hits. Orders dipped, internal communications were strained, the team pushed back on goals and the owner could sense that the company was not headed in the right direction.

Read Full Story

Owner of a global manufacturing company weighing his options.

Challenge

A business owner of a niche industrial equipment manufacturing company faced a dilemma. See how Compass Point helped him work on crafting his next chapter.

Read Full Story

Tom Garrity talking with owner of Bradley Pulverizer

Engineering success and an ROI of 21x

Challenge

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”.

Read Full Story

appeeling fruit inc

Name one thing costing your business time & money.

Let’s find a solution

 

meet your compass point team
COMPASS POINT CONSULTANTS

Trusted guides on your business journey

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

RESOURCES

What’s New with Compass Point?

BLOG | PEOPLE / TALENT

Five Years Later: Why We Still Do R5

It has become more than a week on the calendar. It’s part of who we are at Compass Point. It is a reflection of what we believe about people, performance, and long-term success. Learn why we – as a team – step away, recharge, get smarter, and return ready for the second half of the year.

Read More

BLOG | STRATEGY

Technology Is Not an Initiative. It Is the Strategy.

Many boards still discuss technology as a cost to manage rather than a strategic asset to leverage. For family businesses, the question is no longer whether to invest in technology. Is your board governing technology as a support function, OR as a critical driver of the company's future success?

Read More

BLOG | FAMILY DYNAMICS / GOVERNANCE

What Actually Holds a Family Business Together Across Generations?

Family businesses rarely struggle because of strategy alone—they struggle when there is no shared purpose strong enough to unite generations. Long-term continuity depends on more than ownership, succession plans, or governance; it requires a clear reason for the family to work, lead, and build together.

Read More

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Wonder what it’s like to work with Compass Point?

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.

Why Compass Point?

“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!”

- Steve Cygan, Founder & Former CEO, Appeeling Fruit