Sherrie had a fantastic invention but needed to work through issues of patent protection, prototyping and a revenue share model before a company would take it.

Kim wanted to turn an idea into a business. By working with her Plan Advisor, she realized that licensing was a better solution than simple inventory based retail.

Jan and Mark's simple family business was ready to make the jump but they did not know how. The experienced team at Compass was able to chart a growth plan they could see.

David was ready to take out a competitor but was unsure that the value of the new company was really there. Compass conducted the valuation as well as the new operating plan

Daniel wanted to leave his corporate job and turn a skill set learned in the military into a serious business. The Compass team developed a plan and financial model with significant appeal to investors.

Susan needed capital but did not want a business partner. Through an innovative financial plan, she got the capital she needed and the investor received a strong return.