Developed by Compass Point Consulting & Legacy Planning Partners, the ValuePoints workshop introduces family business owners to a proven system of business growth, leadership development, succession planning, owner financial certainty and next chapter preparedness. These fundamentals are critical in setting up the company’s success for today as well as the future.

Who should consider ValuePoints?
This workshop is ideal for family-owned businesses with $5-$100 million in revenue, with one or more owners looking to transition within the next 10 years. Attendance is open to owners and their spouses.

Need more information before registering? Take a look at ValuePoints here and feel free to contact us if you have questions regarding the program details, meeting rhythm, time or financial investment.

Join our Building Value workshop series – begins May 6, 2021 
You'll get a taste of what it's like for your team to work with us and receive actionable takeaways for building value in your business.

*If you have an urgent situation, we offer 1:1 sessions. Click here to set up an introduction call.


I'm ready to learn how ValuePoints can transform my business!

Ready to build a business that can run without you?


Download the ValuePoints Flyer



Our work with the Compass Point team brought clarity and direction to us.  We scaled up the company so well that we received an unsolicited offer from a strategic buyer that we couldn’t walk away from. All the hard work around building a strong leadership team and driving value paid off.

  Former Shareholder & President at Appeeling Fruit Inc.


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