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.

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.

Next Gen challenges - move from trust based to professional management.
05/27/2026

Next Gen challenges - move from trust based to professional management.

In a previous article, we analyzed the key hurdles faced by family businesses based on their life cycle. In this post, we’ll turn our focus to the challenges they encounter in their transition from the second to the third generation and beyond. The second generation: reorganizing ownership and man...

Potential outcomes when there is more than one possible successor in the . Don’t leave your family or the business hang...
05/19/2026

Potential outcomes when there is more than one possible successor in the . Don’t leave your family or the business hanging.

Game theory provides a mathematical way to look at sibling competition and its emotional costs -- and suggests insights for achieving the best outcome.

Ownership transition in a - you can’t always get what you want.
05/14/2026

Ownership transition in a - you can’t always get what you want.

But with thoughtful retirement planning now, you should get what you need.

One of the most important aspects of succession is knowledge transfer.
05/05/2026

One of the most important aspects of succession is knowledge transfer.

Construction companies depend on the skill and expertise of their organizational leaders to ensure the company’s projects meet quality standards and client

A board exists for a to improve outcomes, not to constrain leadership.
04/28/2026

A board exists for a to improve outcomes, not to constrain leadership.

For many family business owners, the idea of forming a board feels unnecessary, if not threatening. After all, the business has survived and grown for decades without one.

Families in often overestimate the downside of a crucial conversation.
04/21/2026

Families in often overestimate the downside of a crucial conversation.

People tend to overestimate the potential downside of having a tough conversation while underestimating the upside over both the short and long term.

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

Alerts

Be the first to know and let us send you an email when Compass Point Consulting LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Compass Point Consulting LLC:

Shortcuts

Share

Category