Compass Point specializes in family-owned companies, providing the tools, structure and accountability they need to scale up, unlock wealth in the business and design the next chapter to move from success to significance.

We work primarily with companies in the manufacturing, construction & professional service industries. Our ideal client has revenues between $5M and $100M, who want to grow, care about the legacy of the business and want to protect their financial future.

Take a moment to learn more about our team:

Tom Garrity
Cheyenne Bennett
Cheryl Doll
Matthew Baran
Lizette Dubacher