How to Grow in Uncertain Times - March 1, 2023 | Compass Point Skip to main content

WHERE: Virtual*
WHEN: Wednesday, March 1, 2023
TIME: 8:00 – 9:30 AM Eastern

Download the flyer for complete details.

We encourage family business owners to bring their leadership teams to this event.

*Zoom link will be sent after registration


This event is closed. Please refer to our upcoming events.


How to Grow in Uncertain Times

Have global & economic uncertainties impacted your business?

Future growth, sustainability, and legacy are the top reasons we hear from the owners of family-owned and privately-held businesses that we work with. The last 24 months have delivered a new set of challenges for businesses to navigate, underscored by a different sense of uncertainty.

We have tools and insights that can help minimize uncertainty and gives leadership teams the framework to improve business strategies, processes, communications, financials, succession planning and long-term legacy for the owner, family and employees.


Owners and Leadership Teams of Family Businesses and Privately-Held Companies with revenue between $5M and $100M who are looking for ways to scale their business and fill in performance gaps.


  • A 90-minute follow-up coaching session, including a business growth assessment and debrief
  • Several complimentary tools to implement takeaways immediately!

Securities and advisory services offered through Commonwealth Financial Network®, Member
FINRA/SIPC, A Registered Investment Advisor. Fixed insurance products and services offered
through Legacy Planning Partners, LLC or CES Insurance Agency.

Legacy Planning does not offer legal or tax advice. Compass Point is separate and unrelated to