The Quarterly Compass Program

After completing your initial Exit Planning Boot Camp and receiving your Prioritized Action Plan, continue receiving our expert guidance to increase company value, enhance operations, and strategically prepare your business for exit.

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Program Overview

After completing the Business Exit Boot Camp and receiving your Prioritized Action Plan, the next step is implementation of the specific business recommendations made in the Plan.

The Quarterly Compass Program provides you with structured, ongoing advisory support to stay focused, accountable & value-driven as you execute your Plan. 

Through quarterly review sessions and regular access to BirdsEye Advisors, you’ll gain clarity, insight and measurable progress toward your ultimate exit goals.

A Roadmap for Continued Business Value Growth & Exit Readiness

The Quarterly Compass Program provides consistent rhythm and accountability, guiding you through key business improvements every quarter.

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Quarterly Review Meeting

(2 hours)

Discuss core business topics, review milestones, and identify barriers.

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Priority Planning

Define your top three priorities for the next 90 days and assess progress on the previous quarter’s goals.

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Financial & KPI Review

Analyze quarterly performance, KPIs, and progress on key recommendations from your Prioritized Action Plan.

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Ongoing Support

Receive ongoing email guidance and access to BirdsEye expertise between meetings to keep momentum strong.

Designed for Business Owners Who Want to Stay on Course

The Quarterly Compass Program is ideal for business owners who have completed a Business Exit Boot Camp and are:

Working to maintain or increase business valuation before a sale or recapitalization

Executing their Prioritized Action Plan and want professional accountability

Preparing to go to market within the next 6–36 months

Seeking regular, strategic guidance on financial and operational performance

Stay Focused. Stay Ready. Stay Valuable.

Key Benefits of the Quarterly Compass Program Include:

Keep implementation on track with quarterly expert reviews

Uncover & address value gaps before they impact your sale

Benchmark KPIs against industry standards

Get objective feedback from experienced exit and M&A advisors

Maintain momentum between quarterly meetings through ongoing support

Ready to Stay on Course Toward a Successful Exit?

By participating in the Quarterly Compass Program, you’ll transform your Prioritized Action Plan into actionable results. Businesses that maintain consistent advisory support often see:

Improved operational efficiency

Increased EBITDA and valuation multiples

Reduced risk/stress during due diligence

Greater owner confidence and clarity in exit timing

Let’s make sure your business stays aligned, valuable
and exit-ready—quarter after quarter.

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