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 to discover their 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! 
72% of small business owner respondents changed their CPA at least in part because the firm “did not give proactive advice, only reactive service.”
--the Sleeter Group
57% of SMBs want business planning and strategic advice
--CPA Practice Advisor
Solution: Keep your current CPA...BUT...add CFO LOGIC as your proactive strategic advisor.


You may contact us today for an analysis and obtain your report.
We will uncover your Value Gap. Value-Gap is the difference between the Current Value and Potential Value. As well as, show you how you compare with other businesses in your industry, plus show you potential red flags in your organization.
Then we will Chart-a-Course together to capture this gap and convert it to Real Value as CFO LOGIC as your advisor.


Qualifying companies in our Compass Program are:
  • ~ $500,000 to $10M in Annual Revenue
  • U.S. Companies Nationwide
  • CFO LOGIC is industry agnostic
Delivering Benchmark Valuation & Advisory to Close Your Value Gap
Contact us for details. It is designed to add value to your business. Our program model is designed to be applied across all industries we work with.

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100% U.S. Based Services


CALL US: 914.200.3475


44 South Broadway, Suite 100

White Plains, NY 10601

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