Compass Point helps your family business find growth, legacy, and harmony.
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After 20 years, we have perfected our strategy for aligning ownership, family, and business. Wherever your journey takes you next, let Compass Point be your guide.
Learn why family businesses have been working with us for 20 years
Compass Point is the family business consulting group that meets you where you are. Getting in the arena with you, looking at the landscape through your eyes, we help you get clear on how to navigate successfully to your next destination point.
The long-term success of family business systems depends on the functioning and mutual support of each of the overlapping groups that comprise the family business system: family, business and ownership. The viewpoints, concerns, dynamics and goals of each of these groups are different and that makes decision making difficult. We help you clarify the roles, perspectives, and issues to be resolved. Alignment of each of these areas is crucial for the success of a family business.
As a 2nd-gen business, Compass Point actively navigates the 3-circle model as a business, team, and family every day. These real-time experiences give us deep empathy and insights into the real challenges facing family businesses.
CLIENT STORIES
There are consultants. And there are coaches. Then there is Compass Point. A team of family business experts with financial acumen, emotional intelligence and strong facilitation skills to help your leadership team navigate the inherent challenges within a family business. Successful businesses. Aligned Ownership. Stronger Families. That’s what you will achieve working with Compass Point.
Meet the teamRESOURCES
BLOG | NEXT CHAPTER
If you've been telling yourself you'll think about your exit and next chapter "someday," it’s important to start now. Some of my best conversations are with owners who walk in saying, "I'm not there yet." That's exactly the right time. Learn why.
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BLOG | LEADERSHIP
Boredom in a successful career may be a sign that you’ve mastered the fundamentals and are ready for a deeper level of growth. Rather than seeking a new challenge or change of scenery, consider how refining your leadership, confronting personal blind spots, and working with an executive coach can help you reach your next level of potential.
Read MoreBLOG | LEADERSHIP
In parenting, family business succession, and the age of AI, knowing when someone is ready is rarely straightforward. Discover why preparing the next generation requires more than guidance—it means building confidence, adaptability, and sound judgment while giving people the space to lead, learn, and grow.
Read MoreIt starts with a 30-minute call. Find out how we work with family business owners who recognize that scaling the company requires mapping a course for the Business, Ownership and Family to take the journey together.
“Compass Point has helped us develop a rolling 3-year strategic plan with the leadership team; built in accountability and monthly meeting rhythm to monitor progress, learn, and adjust as needed. We couldn’t have done this without them!”