We are business sales and acquisition professionals that deliver exceptional results to an underserved segment - companies with revenues between $1 million and $40 million. Businesses that are too large for business brokers to adequately handle but too small for the national investment banking firms. We use the same fee structure that business brokers use (success based), but we provide far more services from pre-acquisition estate planning, professional valuation analysis, professional buyer evaluation and post-acquisition tax assistance.
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Services Offered:
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Our mission is to help mid-size Northern California companies successfully position and sell their businesses. We are uniquely qualified to not only sell your business, but assist in deal structuring, tax minimization and tax deferral.
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Areas Served:
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Sacramento County, California. San Francisco County, California. Fresno County, California. Shasta County, California. Placer County, California.
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Company:
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Ney Grant, MBA, CBI
President / Partner
Ney Grant is an entrepreneur and executive who has been involved with buying and selling companies for almost 20 years - both for himself and others. Ney bought his first company in 1987 and founded a technology company in 1989, growing it to $4 million in sales and selling it in 1997. Ney then became co-founder and the VP of Acquisitions for a unique startup that raised $20 million in venture capital to fund a series of company acquisitions ranging from $200K to $7 million. Ney then ran his own consulting company that provided M&A services to McGraw Hill Education and others, and developed and holds a patent for an innovative wireless testing device for classroom use his third startup. Ney has an engineering degree from UC Santa Barbara and an MBA from UC Davis.
Fred Hall, MBA
Partner
Fred Hall received his Bachelor of Science degree in Business from U.C. Berkeley and his MBA from San Diego State. He was business loan officer with Union Bank of California, making business loans from under $1 million to over $8 million. Fred left Union Bank to buy and operate a hardware company in Portola Valley, California, then built two "ground-up" stores and 27 years later sold his $5 million lumberyard in Amador County through a Business Broker. Fred became a business broker, became an expert in business valuations, and joined Compass Point.
Graeme Plant, MBA
Partner
In addition to assisting business owners in the sale of their business, Graeme is the managing director of the El Dorado Hills Technology Incubator and is an active "angel" investor in northern California growth companies.
Prior to joining Compass Point, Graeme was a co-founder of startup Little Mountain Group in Auburn CA, which was eventually sold to QLogic in 2001. Graeme has an engineering degree from UC Davis and an MBA from UC Berkeley.
Craig Weber
Partner
Craig Weber graduated from UC Berkely with a BS in Business Administration and from UCLA School of Law with a JD Degree and was admitted to the State Bar of California in 1972. Craig is also a retired captain in the US Army Reserve. Craig has a unique blend of legal and business experience. Previous to Compass Point Craig was the Vice President and General Counsel for Imperial Steel and Tube Co, a private $20 million steel manufacturer. Craig has been engaged in private practice law since 1972 with an emphasis on business law, estate planning, trusts, wills and probate.
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Affiliations:
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IBBA - International Business Brokers Association
CBI - Certified Business Intermediary
CABB - California Association of Business Brokers
M&A Source
IBA - Institute of Business Appraisers