Resources

BLOG | LEADERSHIP

The Golden Thread that Binds Family, Business, and Ownership

The most successful family businesses don’t leave leadership development to chance. They recognize that leadership isn’t just about a single person at the top – it’s about building a system that supports leadership at every level – and through each of the 3 domains of a family business. It truly IS the golden thread that binds.

BLOG | TRANSITION / SUCCESSION

From Empires to Enterprises: Succession strategies that make or break legacies

History provides us the benefit of hindsight and powerful lessons. Take Genghis Khan and Alexander the Great, both great conquerors. Yet one implemented a structured succession plan that ensured the survival and expansion of his empire, while the other's failure to do so led to the disintegration of his vast holdings shortly after his death. A strong succession planning is the ultimate competitive advantage.

BLOG | NEXT CHAPTER

From Hero to Mentor: The Mid-Career Shift That Changes Everything

Transitioning from front-line leader to mentor doesn’t mean fading into the background. It means stepping into a new, equally powerful role—one that focuses on legacy, long-term impact, and equipping the next generation to lead effectively. But let’s be honest: this shift isn’t easy.

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