Compass Point

What Compass Point does

Compass Point, LLC is a privately-held family business consulting firm headquartered at 306 S New Street #110 in Bethlehem, Pennsylvania. Founded in 2003 by Tom Garrity and operating in the Mid-Atlantic region, the firm advises family-owned businesses with revenue between $5 million and $250 million on strategy, leadership development, succession planning, family governance, financial gap analysis, and next-chapter planning. The core methodology is built around aligning three overlapping domains — family, business, and ownership — and the firm sells this guidance through individualized consulting and coaching engagements rather than a software product. The leadership team includes second-generation practitioner Catherine Garrity-Frans (founder's daughter, joined 2024) and third-generation practitioner Matthew Baran, alongside seven other consultants and advisors holding credentials such as FFI Certified Family Business Advisor, Family 360, and FEAT certifications.

The firm's product surface consists of professional services engagements, a proprietary Six Pillars Assessment used as a diagnostic and lead-generation tool, an email newsletter subscription, and a content library (blog, client stories, videos, events). There is no proprietary technology platform, API, mobile app, or AI/ML capability; all delivery is human-led through scheduled 30-minute discovery calls and 60-minute in-depth consultations that serve as the sales funnel. The company makes money via engagement fees for consulting services, with pricing opaque and quote-based rather than publicly disclosed. Marketing relies on content marketing, organic social (LinkedIn, Facebook, YouTube), the Six Pillars Assessment funnel, and a partnership with The High Center's Speaker Series for Family Businesses.

The firm has grown organically from 4 to 10 consultants over approximately five years without external investment, indicating self-funded expansion. Named client outcomes include 71% revenue growth over 48 months (Appeeling Fruit), 21x ROI (Barry Isett), and a 31% gross profit increase during COVID (BRD Noise). Operational signals — bootstrapped status, regional scope, founder-led ownership, and a small consulting headcount — describe a stable, boutique professional services firm rather than a venture-scale entity.

Name

Compass Point

Legal name

Compass Point, LLC

Website

https://compasspt.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Compass Point is a privately-held family business consulting firm in Bethlehem, PA that advises family-owned businesses with $5M–$250M in revenue on strategy, succession planning, leadership development, and family governance across the Mid-Atlantic region.

Ownership category

akta.pro rank

Product category

Family Business Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Business & Succession Advisory (FSAAADAL)

akta.pro secondary industries

Founder/Entrepreneur & Family Business Executive Coaching (EDABANAM), Strategy & Corporate Development Consulting (BPAHACAA), Leadership Assessment, 360 Feedback & Development Planning (EDABAAAK)

Keywords

• Family business consulting
• Succession planning services
• Leadership development consulting
• Family governance advisory
• Business transition planning

Headquarters

HQ city

Bethlehem

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Family Business Consulting Services: Compass Point generates revenue through professional consulting services for family businesses. Their service offerings include strategic planning, leadership development, succession planning, family governance consulting, and financial gap analysis. Revenue is generated through engagement fees for consulting services delivered to business owners.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Compass Point provides consulting, coaching, and assessment services to family-owned businesses, helping owners, leadership teams, and next-generation family members align the ownership, family, and business domains. Its service portfolio spans strategic planning, leadership development, transition and succession planning, family dynamics management, and next chapter planning for exiting owners, all anchored by its proprietary Six Pillars assessment framework.

Product overview

Compass Point is a family business consulting firm offering a unified set of professional services centered on helping family businesses achieve alignment across ownership, family, and business domains. The core offering consists of consulting and coaching engagements addressing business strategy, leadership development, transition/succession planning, financial gap analysis, family dynamics, and next chapter planning. Supporting the consulting services are the Six Pillars Assessment (an evaluation tool for family business alignment), and a newsletter subscription service for ongoing insights and resources. The company does not offer a software platform but rather delivers services through direct client engagements, assessments, and educational content.

Differentiator

Problem solved

Functional benefit

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• The High CenterminorStrategic or Co-development PartnerThe High Center's Speaker Series for Family Businesses. Compass Point connects clients with The High Center's speaker series and events for family businesses with revenue of $3M+.
• Women's 5K Classic of the Lehigh ValleyminorOthersCommunity partnership where Compass Point team participates in annual women's 5K event. The founder's late wife was a longtime participant who rallied friends and family to participate annually.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Strategic Coach: Dan Sullivan's entrepreneur coaching firm targeting founder/owner clients with structured workshops and quarterly cohort programs. Overlaps Compass Point on owner-coaching and entrepreneur succession content.
• Cambridge Advisors to Family Enterprise: Multi-family office and family enterprise advisory firm serving business-owning families on succession, governance, and next-generation planning. Direct comparability with Compass Point on three-circle family-business advisory and consulting-led delivery model.
• Vistage Worldwide: Peer-advisory and executive coaching membership organization for CEOs and business owners, including a sizable family business segment. Comparable membership/coaching monetization and mid-market owner ICP.
• Tiger 21: Peer membership organization for high-net-worth wealth creators, many of whom are family business owners, focused on wealth preservation, succession, and peer accountability groups. Comparable high-touch group-coaching model.
• The Resolution Group Family Enterprise Consulting: Boutique family enterprise consulting firm focused on next-generation leadership, succession, and family governance for privately-held businesses. Closely aligned offering and target client profile with Compass Point.

Broad incumbents

• YPO (Young Presidents' Organization): Global peer network of CEOs and business owners offering forums, learning, and resources. Compass Point addresses a subset of YPO members' family-business needs with deeper 1:1 advisory.
• Bain & Company Family Business Center: Global strategy consultancy with a dedicated family business practice addressing succession, governance, and strategy for large family-owned enterprises. Adjacent at the higher end of Compass Point's $5M–$250M segment.

Others

• Family Firm Institute (FFI): Professional membership and credentialing body for family business advisors — Compass Point's team carries FFI CFBA certification. Ecosystem enabler rather than competitor, but adjacent to Compass Point's service category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCGgoI9lKdNjVhzUehhr4_Qw
• Facebookfacebook.com/compasspt
• LinkedInlinkedin.com/company/compass-point-consulting-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Compass Point