Compass Point Consulting LLC

10/15/2026

** Building a Playbook for a High-Performing Sales Team **

November 12 | Lehigh Country Club | Allentown, PA
7:30–8:00 AM Breakfast & Networking
8:00–9:30 AM Sales Workshop

REGISTER HERE:
https://www.compasspt.com/resources/events/building-leading-a-high-performing-sales-team/

In this fast-paced sales workshop, Mike Carroll, Founder and Managing Partner of Intelligent Conversations, provides an actionable framework designed to help sales teams work better, sell smarter, and create greater accountability together.

Whether you’re a salesperson, sales manager, or business leader, you have a role in creating a high-performing sales culture.

You’ll leave with practical tools, a common language for talking about sales performance, and the foundation of a playbook your team can start using immediately.

Come as a Team. Leave with a Shared Playbook.

Is your leadership team accelerating sales—or unintentionally getting in the way? Join Cheryl Doll and Mike Carroll on November 12 for a practical executive workshop exploring how leadership, coaching, accountability, and the right sales metrics can create stronger performance and sustainable grow...

10/15/2026

*** Workshop for Family Business Owners ***

Join advisors from Compass Point Consulting, Gross McGinley LLP, and IronBridge Wealth Counsel for Part Two of this two-part workshop designed specifically for family business owners.

Together, we’ll separate fact from fiction, explain the role trusts can play in your business and personal planning, and explore practical strategies to protect your family, your company, and your legacy.

Trust & Estate Strategies for Family Businesses
Part II: Strategies in Action

Tuesday, October 20, 2026
Lehigh Country Club
2319 S Cedar Crest Blvd, Allentown, PA
Breakfast 7:30 AM | Session 8:00 – 9:30 AM

Register today!
https://www.compasspt.com/resources/events/trust-and-estate-strategies-family-business-part-2-strategies-in-action/

This workshop is for Family Business Owners & their family members only.

Part II: In this session, we explore real life situations on how a well-structured trust strategy can protect what you've built when it's in place – and what can happen when it's not. Register today!

10/13/2026

Don’t let the tax-tail wag the dog when you’re planning ownership transition in your . Figure out succession (leadership) first. The CEO isn’t necessarily an owner or majority shareholder. Two different discussions.

Independent directors can help reduce family business generational transition failure by focusing on these key items to bolster next-generation development and governance.

10/12/2026

*** WE ARE HIRING! ***
We are actively searching for an experienced Leadership Development Consultant to join our team.

Visit our Careers page for the full job description and to apply.
https://www.compasspt.com/careers/

After completing the online form, watch for an email with instructions to submit a cover letter and your resume.

And if you know someone who should know about our search, please tag or share this post with them!

10/06/2026

Suing your relatives in a is a lose lose proposition. There is another way.

A Washington, D.C. business dispute attorney can help you settle legal disputes that have arisen within your family business, with or without going to court. Contact Tobin, O’Connor, and Ewing.

09/23/2026

Jamie Dimon, CEO JP Morgan Chase, and one of the most respected leaders of our time, calls on family businesses to get their succession plans in place to keep the American Dream alive and well for future generations.

Something Jamie Dimon has been warning about since March now has a specific dollar amount attached to it

09/15/2026

Don’t let one of the 5 D’s of a - death, disability, divorce, distress, disagreement- derail your succession plans. Prepare your business for transition now.

09/09/2026

When a family shareholder wants to get out of the , communicate the facts, and resist the urge to rush.

In the life cycle of a family business, one common event is the purchase by one or several family members of the interests in the business held by other family members. Because of the family relationships inherent in such transactions, it’s easy for something to go wrong and either delay the tra....

09/01/2026

Transitioning ownership in the is rarely just about money - they’re steeped in tradition, legacy, and Next Gen expectations. You don’t figure all this out in one meeting.

An exit plan protects your family, business & legacy. Financial advisor Craig Toberman explains family business strategies & how to build one that works here.