Compass Advisory Program

Discover the Value of Your Life’s Work, So You Can… Drive Profit, Revenue, Cash Flows, and Wealth Creation Through Maximizing Value…

Compass Program is specifically designed for entrepreneurs, businesses, and practice builders to discover there Value Gap and how to convert this gap to real value.

Chart Your Course… Don't Drift to Your Destination.

If you plan on exiting and making the maximum return on your business, I have important news… Value is NOT created when you sell. Value is designed in the plan and maximized as you build. If you don’t know your value — it could cost you a fortune… YOUR fortune!

You may contact us today for a FREE Discovery Meeting on our Compass Advisory Program.
During the Discovery Phases, we will uncover your Value Gap. Value Gap is the difference between the Current Value and Potential Value. Then we will Chart a Course to capture this gap and convert it to Real Value.


Qualifying companies in our Compass Program have annual revenues between 1mm to 15mm and are in the following sectors:
Real Estate Sectors & Subsectors
Professional Services
Managed IT Services
We employ 6 Core Valuation Drivers to Comprehensively Value & Analyze Your Business
Delivering Benchmark Valuation & Advisory to Close Your Value Gap
Compass Advisory Program is a CFO-as-a-Service membership & subscription program. It is designed to add value to your business. Our program model is designed to be applied across all industries we work with. As such, we designed a standard price for our member clients.
Contact us for more details.
Contact us Today for a FREE Discovery Meeting

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CALL US: 914.200.3475