Guiding Middle Market and Small Business Owners

From valuations and exit strategies to risk management and legacy planning, we help business owners gain clarity and take control.

Download 7 Questions to Help You Monetize Your Life's Work

Your Partner For Every Stage of Ownership

Whether you're preparing for a transition or just trying to protect what you've built, most business owners need more than just investment advice. We provide personalized financial guidance tailored to the unique challenges and opportunities that come with owning a business.

Business Value Assessments - Know your number. Track progress. Benchmark your value.
Exit & Succession Planning - Develop a road map to exit on your terms.
Risk Management & Insurance Planning - Protect your business, your family, and your employees from the unexpected.
Retirement & Wealth Strategy - Integrate your business equity into your personal financial plan.
Estate & Legacy Planning - Plan for what's next with purpose and structure.

You Built a Business. Now Let’s Build Your Future.

Your business may be your biggest asset. It shouldn't be your biggest risk.

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Understand What Your Business Is Worth and Why It Matters

At Compass, we help you understand your business’s value using industry benchmarks and KPIs.

This insight helps you:

Track progress over time
Benchmark against competitors
Identify ways to increase your attractiveness to buyers
Prepare for funding, insurance, or exit

What gets measured, gets improved, and what gets valued, gets protected.

Sign Up For A Free Business Value Assessment

7 Questions to Help You Protect, Grow, and Monetize Your Life’s Work

Free Download

Most business owners plan to retire by selling their business — but few have a clear strategy. This free whitepaper walks you through seven key questions to ask now to make sure you're ready later.

Why Business Owners Choose Compass

Certified Expertise. Personal Approach.

With both the CFP® and CEPA® designations, Rob Quarture brings advanced planning knowledge with a practical understanding of what it means to build and exit a business. Our goal is to help you identify, protect, build, harvest, and manage the wealth you’ve created — with a plan that aligns your business with your life.

Contact Rob:

rob@planwithcompass.com

phone: 412-952-4329

Let’s Take the First Step Toward Your Next Chapter

Sign Up For Your Free Business Value Assessment

Whether your ideal exit is near or far, the best time to begin planning is now. Let’s explore where you stand today — and where you could go from here.