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Partner With Us

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You help your clients succeed in business. We help them stay in business.

If you have clients who are business owners, especially of family- owned businesses, and they need to increase the value of their companies, either in the form of revenue/profit growth, leadership and talent, family dynamics or organizational health in general, we can help them. You can add value to your customers or prospects by referring them to us. We will help their business thrive and you will also benefit from this!

The long-term success of family business systems depends on the functioning and mutual support of family, business, and ownership. We can help you navigate issues that often hold family business back, helping you both win. Some Compass Point clients who implemented our framework experienced consistent growth in year-over-year revenue and profit.

Compass Point and clients talking

Strategic Partnership with Compass Point

If you are a trusted advisor, especially of family- owned businesses, and they need to increase the value of their companies, either in the form of revenue/profit growth, leadership and talent, family dynamics or organizational health in general, we can help them. By referring them to us, you’ll add significant value to your clients and prospects, helping their businesses thrive while also benefiting yourself.

Our focus is building an enduring family business. We’re very hands on, embedding ourselves into the culture, helping find solutions to the powerful forces of love, power, and money.

And this is a two-way street! We refer our clients to trusted advisors like you! Partner with us!

Earn Through Referrals

Access a one-page overview of our referral program and key opportunities to leverage our services for your clients.

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How We Can Help

Family businesses have unique challenges that can be a roadblock to implementing the solutions you know your client will benefit from. We can help remove those roadblocks.

Our team of family business experts help business owners identify, then close performance gaps, implement practical actionable tools to drive growth, develop the next generation of leaders, and position the business, owner, and family for a successful transition.

Compass Point and clients talking

What’s in it for you:
  • Extend your services and add additional value through trusted experts
  • Strengthen the family businesses you work with, helping them grow and succeed
  • Earn through our referral program
  • Join our network of leading businesses

Education and Workshops

We can collaborate as a team by delivering beneficial education programs and workshops. These are typically 60-minute interactive sessions in person or online, designed to solve a specific paint point, to educate and inform. Example topics include:

  • ‘Keeping the Family in the Family Business’
  • ‘Avoiding Succession Potholes’
  • ‘The Hard and Soft Factors of Business Valuation’
  • ‘How to Grow Your Business in Uncertain Times’
  • ‘Finding Cash Hidden in Your Business’

We can also customize a workshop based on what your team is hearing from family business owners. Visit our events page to learn about our upcoming events or our resources page to see more tools.

Want to know more about our workshops? Click here to view an example with some of our partners.

How is Compass Point different from other offerings?

We provide deep expertise in all the areas of business including organization and leadership development that a family business needs. Most of our competitors focus on one or two areas but do not take an integrated approach to solving complex problems. We are a one-stop shop if you are looking to create a successful business with aligned ownership and a strong family.

 

 

Frequently Asked Questions

Q: How can you help my client?

A: If your client is the business owner of a mid-size company (between $5M and $150M in revenue), we can help by assessing areas of opportunity to increase the value of their company. Please check our 6-pillars framework and you will learn all our areas of expertise.

Q: How do I know if Compass Point is a good fit for my client?

A: We work with different industries and different company sizes in the mid-size range. We work mainly, but not only, with family-owned businesses and we have expertise with owners and leadership teams from different generations. But the best way to know if we are a good fit is by contacting us. We will have a complementary 60-minute session with you and your client to discuss if we can help them.

Q: What value can you add to me and my business?

A: As a trusted advisor we can help you add more value to your clients or prospects by referring them to us. We will help their business thrive and you will also benefit from this. The long-term success of family business systems depends on the functioning and mutual support of family, business, and ownership. We can help your client/prospect navigate issues that often hold family business back, helping you both win. And this is a two-way street! We refer our clients to trusted advisors like you. Partner with us!

PARTNER with Compass Point

Complete the following form to connect with us. We'll discuss our program, client referrals, and working together. 






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