How we help you & your business

We help solve the issues facing you today and tomorrow through our unique framework.

Take the Six Pillars Assessment

The Compass Point Framework for Family Business Success

Learn more about each of our solutions to improve your family business

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 tools to get you there.

Let’s chart your course

Grow Your Leaders

Your business cannot outgrow your leadership. Would you rehire everyone tomorrow morning? That pause says it all.

Find your A-team

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

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

Love, money & power got to do with it? Everything and without governance, your family harmony is at risk.

Build a stronger family & business

Design Your Next Chapter

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

Let's define your legacy

Take the Six Pillars for Your Family Business Assessment today!

This assessment takes just 5 minutes and will give you insights on where your family business is succeeding, stagnant, or struggling in six critical areas of a successful family business.

Get Your Six Pillars Report Now

Learn more about our framework and see if it’s the right fit for you, your vision, and your team.

Let’s see if we are a good fit