Who We Serve

Compass Advisors' proven M&A process is designed to achieve the best financial outcome for clients seeking to secure growth capital, personal liquidity, or a busness sale.


While the market ultimately establishes a business' value based on the maximum price a buyer will pay in a competitive environment, our comprehensive valuation process carefully examines company and marketplace factors to forecast returns prior to taking a business to market.

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Exit Planning

Our exit coaching is designed to optimally position your company considering your unique situation and goals. We understand buyers' demands and the varied factors that contribute to a premium valuation and mutually beneficial transition.

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Transaction Advisory

We help our clients secure a favorable transaction by serving as a trusted guide through the M&A process, while presenting the company to a select group of buyers. The complex decision to sell a company or seek an investor includes consideration of personal goals, the business' readiness and value, and the market climate.

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Evolv Case Study

Svalinn Case Study

Rex Specs Case Study