Resources

BLOG | OWNER FINANCIAL GAP

Mind The Gap – Closing Financial Gaps Before They Become Crises

Financial crises in family businesses rarely appear overnight—they develop quietly when expectations about retirement, ownership transitions, and liquidity outpace realistic financial planning. By identifying potential financial gaps early and aligning family needs with the business’s actual cash capacity, owners can avoid rushed decisions and protect both the company and family relationships.

BLOG | FAMILY DYNAMICS / GOVERNANCE

Talking Business with Tom Garrity: When the Past Shows Up and What Strong Families Do About It

Family business challenges rarely start with strategy—they often stem from inherited patterns of communication, conflict, and identity that have shaped the family for generations. The good news is that while these patterns are powerful, families that intentionally build awareness, resilience, and better governance can break the cycle and prepare the next generation to lead differently.

BLOG | NEXT CHAPTER

When Your Role Ends But Your Story Doesn’t

When you spend a significant portion of your life building a business, walking away comes with a wide range of emotions. After 13 years building a bakery from the ground up, Angela shares the unexpected identity shift that comes after leaving a business – and what founders can learn about purpose, resilience, and life beyond ownership.

VIDEO

We Are Compass Point

We are Compass Point - a group of family advisors dedicated to serving and scaling family businesses since 2003. See the difference a compass can make in your business.

VIDEO

Family Business + Frameworks = Success

Successful family businesses have made it a priority to keep their ownership team aligned. They understand they can't build a multi-generational business...

VIDEO

Growth Rings of Leadership

Developing successful leadership skills is a series of steps, that when done in the proper order, creates the foundation needed to build high performing teams, a thriving culture, and a strong bottomline. Explore the...

EVENTS

Business & Breakfast Book Club – Atomic Habits by James Clear

Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us in September as we discuss "Atomic Habits" by James Clear.

EVENTS

Business & Breakfast Book Club – The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy

Are you a lifelong learner? Then you will fit right in with our Business & Breakfast & Book Club. Join us as we discuss "The Gap and The Gain" by Dan Sullivan and Dr. Benjamin Hardy.

EVENTS

How to Grow In Uncertain Times – March 28, 2023

Have global & economic uncertainties impacted your business? Join us on March 28 for an interactive workshop where your leadership team will be challenged to shift their thinking and actions as they learn how to implement 5 concepts for business sustainability.

TOOLS

5Ds – Life Events That Derail Business Growth

TOOLS

Execution Clock

TOOLS

The 10 Steps Every Family Business Should Take