Compass Point Consulting LLC

Compass Point Consulting LLC Family business consulting firm - growth & transition strategies, governance, family harmony All on their terms.

Compass Point is a business consulting firm specializing in family-owned companies. We work primarily with companies in the manufacturing, construction & professional service industries. Our ideal client has revenues between $5M and $100M, wants to grow, cares about the legacy of the business and wants to protect their financial future. Through hands-on consulting and coaching, I help businesses c

lose performance gaps. I give owners practical, actionable tools that drive growth, I help to develop its leaders and position the business for successful ownership transition. Compass Point believes the ultimate success of an organization is its enduring legacy and its ability to transition to the next generation of leadership and ownership. We specialize in growth and transition strategies for family businesses, and believe that when employees find meaning in their work the primary drivers of business success – business growth and innovation – will flourish.

Transitioning ownership in the is rarely just about money - they’re steeped in tradition, legacy, and Next Gen expecta...
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.

How to deal with sibling rivalry in your ? Starts early in the home by teaching and practicing relationship management...
08/25/2026

How to deal with sibling rivalry in your ? Starts early in the home by teaching and practicing relationship management skills.

Koch Industries, McCain Foods and Robert Mondavi were all roiled by sibling battles. These three strategies will help you prevent it.

Don’t let family rivalries pass down the generations in your . Here are some tips.
08/18/2026

Don’t let family rivalries pass down the generations in your . Here are some tips.

Discover effective strategies for avoiding conflict when passing down a family business in California. Learn how clear communication, fair governance, and structured succession planning can protect both your business and family relationships.

If you’re serious about making your work for your family, you have to slow down and have the needed conversations thro...
08/11/2026

If you’re serious about making your work for your family, you have to slow down and have the needed conversations throughout the system.

Families are all about loyalty, mutual support, and unconditional love, right? That's certainly the ideal that many families try to achieve, even if t

Keeping score of your siblings in the leads to messy outcomes. There is another way.
07/07/2026

Keeping score of your siblings in the leads to messy outcomes. There is another way.

Why sibling rivalry in family business is never really about the business, and what clinical interventions interrupt the pattern.

When cousins aren’t on the same page in the , go back to basics - meet and agree on boundaries: length of a workday, sh...
06/30/2026

When cousins aren’t on the same page in the , go back to basics - meet and agree on boundaries: length of a workday, showing up and being present at meetings, etc…Bring in a third-party moderator to help.

Advice Newspaper Column - MY BROTHER-IN-LAW DOESN’T PULL HIS OWN WEIGHT

Stop the anxiety loop for the NextGen in - start succession planning now.
06/23/2026

Stop the anxiety loop for the NextGen in - start succession planning now.

Succession planning is crucial for the stability and longevity of family businesses, yet many make costly mistakes that can lead to financial losses or fai

There is a difference between management and ownership, vision and ex*****on, that NextGen in the must learn.
06/16/2026

There is a difference between management and ownership, vision and ex*****on, that NextGen in the must learn.

What is the difference between ownership and management? These differences are some of the most important aspects of ownership that next-gen leaders need to learn. While acknowledging there will be some overlap, the differences between the two roles are critical to understand in order to help the ne...

It’s important to be clear with family members about who gets stock and when in the to avoid conflict.
06/09/2026

It’s important to be clear with family members about who gets stock and when in the to avoid conflict.

The importance of having candid conversations and clear-cut plans.

What if the NextGen is reluctant to take the reins in the ? Help them find their path.
06/02/2026

What if the NextGen is reluctant to take the reins in the ? Help them find their path.

Family businesses face a turning point in 2025 as succession becomes a choice, not an expectation. Younger generations want purpose, autonomy, and innovation, while founders work to prepare and let go. AI, education, and fresh perspectives are reshaping how family legacies continue.

Address

306 S New Street #110
Bethlehem, PA
18015

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16103360514

Website

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