Photo by Marco Calderon
Left to right: Kaitlin Wolfert, Ph.D.; Cheyenne Sweeney, Ph.D.; Mark Carlton;Tom Garrity; Lizette Dubacher; John Bailie, Ph.D.; Matthew Baran; Cheryl Doll
There are consultants. There are coaches. And then there is Compass Point. A team of eight family business experts with financial acumen, emotional intelligence and strong facilitation skills to help a leadership team navigate the inherent challenges within a family business. Successful Businesses. Aligned Ownership. Stronger Families. That’s what can be achieved with Compass Point on one’s side.
Compass Point helps family business owners shape success now and for the next generation by aligning the ownership, strengthening family understanding around business fundamentals, preparing the Next Generation, and building a business that can run without the owner. Their Six Pillars of Family Business Framework focuses on Strategy, Leadership, Transition, Family Dynamics and Governance, Financial Gap and Next Chapter.
What does Compass Point hear from their customers? “We could not have (scaled the business, aligned the team, created a succession plan, built a board) without Compass Point.”
Founder Tom Garrity shares, “Our approach resonates with owners because we are driving business growth and value, while also aligning owners, and building family relationships that other operating systems don’t adequately address, if at all. We believe creating harmony at both the conference room table and dinner table is priceless.”
Published as part of Faces of the Valley in the May 2024 edition of Lehigh Valley Style magazine.
