Resources

BLOG | FAMILY DYNAMICS / GOVERNANCE

The Many Facets of Ownership

In 1978 the 2-circle illustration of family business evolved when Harvard business professor Renato Tagiuri and then-graduate student John Davis added a third circle – Ownership – to better account for the distinct groups that existed in a family business. With the addition of Ownership, the 3-circle model more accurately captured the seven facets of ownership.

BLOG | LEADERSHIP

Leadership is not what you think

When I first started Compass Point 20 years ago, leadership was an ancillary topic. My work focused on the systems, financials, hiring the right people, and being a confidant to the owner. At the time I didn’t see it as leadership coaching, but rather as building a relationship with a client who trusted me enough to let me see the inner workings of their mind and business. I helped the person as I helped the business. Times – and leadership – have changed.

BLOG | OWNER FINANCIAL GAP

It’s The Simple Math That Doesn’t Get Done

Family business owners are passionate about what they do. They’re working to carry on a business that family built – by their parents, grandparents, sometimes even great-grandparents and beyond. These owners are so busy providing for their employees, communities, and the next generation that they often ignore their own financial future. Boiling it down to its true essence, business is a means to building wealth. And what are we supposed to do with that wealth?

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