Events

EVENTS

Business & Breakfast Book Club: Atlas of the Heart

Join us for this breakfast bookclub that explorations of emotions that guides us to connect more deeply and live authentically with Brené Brown.

EVENTS

Mergers & Acquisitions as a Growth or Exit Strategy

Mergers and Acquisitions (M&A) are a powerful tool to expand market reach, diversify products or services, and enhance a competitive edge. However, owners often face the delicate balance of driving value in the business while preserving the family's legacy and relationships. Join us to learn if this is an option for your growth strategy and eventual exit.

EVENTS

Leadership Workshop to Build Stronger Leaders

Come join a group of like-minded business leaders who are working to create more cohesive teams for the sake of their business success.

EVENTS

Business & Breakfast Book Club: The Invisible Leader

Our last book club of the year will be a special one! Join us for this lunchtime book club featuring the author, Zach Mercurio. Hear from the author of The Invisible Leader and gain his perspective while also sharing your thoughts on the book.

EVENTS

Leadership Workshop – In-Person

This one-hour in-person workshop can significantly shift your level of understanding on how developing a strong leadership team can impact the business.

EVENTS

Finding Cash in Your Business

Cash is not about finance. Or accounting for that matter. This 90-minute workshop can significantly shift your level of understanding of where the business cash may be stuck, underutilized, or worse – leaking. Cash is the lifeline of any business... and your future exit.

EVENTS

Leadership Workshop – Virtual

This one-hour virtual workshop can significantly shift your level of understanding on how developing a strong leadership team can impact the business.

EVENTS

Business & Breakfast Book Club: Business Family Legacy

Join the Compass Point Bookclub for family business owners on May 21st as we'll be discussing "Your Business, Your Family, Your Legacy" by George A. Isaac. Considered the definitive handbook on the challenges of managing a multi-generational family enterprise.

EVENTS

Pick Your Successor Workshop – May 16 2024

EVENTS

Pick Your Business Successor Workshop

Succession isn’t a matter of IF, it’s a matter of WHEN and ignoring that fact leads to uncertainty. The success of the business to serve future generations starts with the decisions you make today. Start planning today with this one-hour virtual workshop. We will discuss...

EVENTS

Business & Breakfast Book Club: Extreme Ownership: How U.S. Navy SEALs Lead and Win

EVENTS

Increasing Your Business Value: In-person Workshop – September 27, 2023

Several things factor into increasing your business value and developing a successful transition plan. There are the hard factors such as financials, EBITDA, and operational assets; and then there are the softer factors like people, succession timeline, and intellectual property. This workshop will provide a roadmap to identifying your unique gaps and the next steps to address them.

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

The Collective: A Family Business Peer Group

Created and facilitated by experts, this virtual peer group is designed to address the unique challenges of your family business. Whether you are struggling with your overall business strategy, dealing with heirs who are unprepared to take on the business, or working on your succession plan, we are here to help.

EVENTS

The Collective: A Family Business Peer Group

Created and facilitated by experts, this virtual peer group is designed to address the unique challenges of your family business. Whether you are struggling with your overall business strategy, dealing with heirs who are unprepared to take on the business, or working on your succession plan, we are here to help.

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.