Build A Business That's
Profitable, Predictable, And Sellable
The LAST Marketing Software You’ll Ever Need
Attention Service-Based Businesses
Build a company that runs without the owner—and holds real enterprise value.
Meet your all-in-one business-development partners who go beyond traditional advising—helping you build value now and an exit plan, whether you sell or not.
The LAST Marketing Software You’ll Ever Need
Attention Service-Based Businesses
Build a company that runs without the owner—and holds real enterprise value.
Meet your all-in-one business-development partners who go beyond traditional advising—helping you build value now and an exit plan, whether you sell or not.
Build A Business That Gives You Options.
This isn't a "better way"... It's DIFFERENT
Increase valuation. Reduce owner-dependence. Be ready to sell—or run without you.
How it works
We Evaluate: We tell you what your business is worth and what’s driving it. We compare you to similar companies and show the biggest fixes—so your money goes where it grows sales and value.
We Build: We set up AI and automations that do the busywork. Faster lead follow-up, easy booking, win-backs, dashboards, and a right-sized CRM—so your team gets more done.
We Train: We launch Your Company Academy so people learn fast and do it right. Short lessons, certifications, and leaderboards keep skills up and results consistent.
Whether you’re preparing to sell or simply want more options, you can start with any one of our three services—Evaluate, Build, or Train
Built For
B2B Advisors
Financial advisors, commercial insurance brokers, business attorneys
B2B Professionals
Accountants, CPAs, IT & managed service, payroll & benefits providers.
B2B COACHES & Consultants
Business coaches, leadership trainers, marketing consultants, HR & staffing consultants.
Marketing Agencies
AI Agencies, SaaS Companies, Software Developers
Home & Commercial Trades
GCs & remodelers, Restoration, Plumbers & HVAC, electricians, Emergency Services
Local Service Providers
Landscaping, cleaning companies, moving services
Built For
B2B Advisors
Financial advisors, commercial insurance brokers, business attorneys
B2B Professionals
Accountants, CPAs, IT & managed service, payroll & benefits providers.
B2B COACHES & Consultants
Business coaches, leadership trainers, marketing consultants, HR & staffing consultants.
Marketing Agencies
AI Agencies, SaaS Companies, Software Developers
Home & Commercial Trades
GCs & remodelers, Restoration, Plumbers & HVAC, electricians, Emergency Services
Local Service Providers
Landscaping, cleaning companies, moving services
1. Know Your Business value
70% to 80%—of businesses fail to transition successfully when they are ready to exit. Why? Overvalued expectations.
Stay in the driver’s seat and make decisions with confidence. Know what your business is worth and where to mind the gaps. When you do so, you increase your options & control the timing.
Generate a Reliable Business Valuation In a Fraction of the time
Traditional valuations can run $8K and take 4–6 weeks. Using our proprietary, seven-step digital process, CompassVista delivers a personalized, data-driven valuation fast—with the insights you actually need.
Valuation Report: A data-driven estimate from 4 different angles—Asset, Equity, Enterprise, and Liquidation Value.
Competitive Insight: See how you stack up—underperforming, outperforming, or on par—against peers in your exact industry, with context you can act on.
Expert Value Debrief: We translate the findings into 3–5 high-ROI moves across the Four Capitals.
Action Plan: See the gaps, compare to peers, and know where to invest to grow revenue, increase sales, and raise enterprise value.
4 key value Estimates
Asset Value
What your assets are worth today, net of liabilities.
Equity Value
Owner's stake after debts.
Enterprise Value
Total business value (operations + goodwill), debt-inclusive.
Liquidation Value
Estimated proceeds if assets were sold quickly.
2. Human–AI Collaboration
Whether you like it or not, we’re in the era where humans and AI work together (aka, Agentic Era).
Companies that refuse to adapt to AI won’t just fall behind—they’ll get priced out.
With advanced tools integrated into your operations, your business can automate key functions effortlessly, saving time, increasing efficiency, boosting revenue & your bottom line.
Power Your Business With Custom AI Agents & Workflows
AI-powered features are making a huge impact across the marketplace. Here is how you can leverage AI to stay ahead:
Do more with the team you have: Turn on AI-powered workflows and let human-AI collaboration amplify performance—delivering results no human alone can match.
Speed up and Scale Lead Conversion: On-board trained AI Agents that are on the clock 24/7 to guide prospects seamlessly, turning simple web visitors or callers into paying customers without manual intervention.
Boost Appointment Scheduling: AI-powered booking automation minimizes no-shows, nurtures current and past customers, and keeps your calendar organized without back-and-forth scheduling.
Add-On smart solutions that compound value
Database Reactivation
Wake up past leads with smart, multi-touch outreach that books work now.
Reviews AI
Automate review requests and AI replies to build trust and rankings.
Missed-Call Text Back
Auto text every missed call so you don’t lose hot leads.
Voice AI Answering
An AI receptionist answers 24/7, captures intent, and routes smartly.
Smart websites & Sales Funnels
Built-in AI Agents who provide Instant answers on your site that turn visitors into leads.
Unified Inbox
Save time by communicating from one place. Send email, SMS, chat, and social DMs from the commination platform.
CRM Solutions
AI-ready CRM that centralizes contacts, deals, and messages—automates follow-ups and booking—and gives clear pipeline visibility.
Calendars & Booking
Automated scheduling, reminders, and rescheduling to fill your calendar.
3. Your Company Academy
According to 'Employee Benefit News', employers spend an average of 33% of worker's annual salary to replace just one employee.
Even worse, SHRM estimates that when a bad hire turns over, the total cost, including lost productivity, lost hours of training, etc., is typically about 40% of the individual's salary.
What once cost thousands in replacement and re-training can now be contained and converted into ROI with our on-demand, highly interactive training system—customized to your business.
We reduce turnover waste, cut “do-over” costs, and turn payroll into performance.
Power Your Team With Best-in-Class A Training System
At CompassVista, our team of Business Developers & Advisors help equip you and your team with a NEW & FUN way that boots performance and builds a great culture.
Centralize & Automate Training: Put everything in one place—onboarding, CE credits, compliance/policies, role SOPs. On-demand courses, quizzes, and refreshers automatically and tracks every results—Plus: payroll sync auto-adds/removes employees—no manual updates.
Skill Tracks, Leadership Paths & Assessments: Use our proven curricula to level up people at every tier—frontline to leadership. We train communication (team + customer), leadership, and sales—then measure fit.
Performance, Gamification & Culture Engine: Make learning visible and fun—link it to compensation if you choose. Leaderboards, badges, certifications, and tiers boost engagement with fully tracked outcomes.
Add-On Academy solutions that compound value
Interactive Landing Pages (ILP)
Share interactive videos outside the training system to promote offers or events. Add quick polls, capture warm leads, and embed on any site—everything is tracked.
Postables
Let your team share pre-approved posts in one click across their social channels. You control the message; we track shares to show what content and networks perform best.
Private-Labeled Training System
Make the platform look and feel like your brand—far beyond a logo. Customize colors, menus, wording, emails, and features with simple admin controls.
Deep Reporting & Dashboards
See what’s working at a glance: user progress, course usage, assignments, certifications, and more. Spot gaps, measure impact, export in seconds.
Media Library
Store all your videos, docs, and images in one place. We auto-optimize for any device, generate thumbnails, and keep everything neatly organized.
Notification Center & Communication Tools
Streamline your sales, transforming visitors into loyal customers with ease.
APIs & Webhooks
Connect your stack with ease. Use SSO, create/manage users, pull reports, and fire real-time webhooks to sync data with your CRM, HR/payroll, or custom apps.
Notification Center & Communication Tools
Reach users by in-app message, email, or SMS. Trigger pop-up video alerts at sign-in and set “WatchDog” alerts to notify you of key activity and report updates.
Ask yourself this question—
If your business were for sale today—exactly as it is… would you buy it?
For many owners, the honest answer is no. Not for lack of effort—but for lack of structure. Without transferable systems, a business is hard to scale and even harder to sell.
Don’t leave money on the table. Great systems are not optional if you want to scale.
This is where Compass Vista comes in. We help you build value in the right places to change the story.
The market's reality is that only a fraction of companies that go to market actually close.
Deals fall apart fast when buyers see...
Owner-dependence: The business relies almost exclusively on the owner for sales, key customer relationships, or daily operations
Undocumented systems & processes: A lack of proof, documentation, or transferable and scalable systems makes it difficult for a new owner to replicate the company's success
Customer Concentration: If a single customer accounts for more than 25% of total sales, it is frequently cited as a major deal killer
Lack of management succession: Absence of a strong management team willing to stay on post-transition threatens the continuity of tribal knowledge and operational stability
That’s a deal breaker—and a valuation killer.
The Hidden Drivers of Real Business Value (The 4Cs)
Human Capital → Your team and their ability to innovate and grow.
Customer Capital → The strength and loyalty of your customers.
Social Capital → Your reputation and influence in the marketplace.
Structural Capital → The systems, processes, and tools that keep your business running smoothly.
Here’s the thing: most business owners know the 4 Cs matter.
The problem is, few actually manage them with intention — because what doesn’t get measured, doesn’t get improved.
Meet the Team that make this possible
Luis Balmaceda
CEO/FOUNDER
Luis Balmaceda understands what it feels like to run a business that depends too much on you. From running service companies himself — from bootstraps to franchises —he’s seen firsthand how hard it can be to juggle growth, customers, and team challenges without burning out.
That’s why he became a Certified Exit Planning Advisor (CEPA) and Value Growth Consultant — not to talk theory, but to give entrepreneurs a clear, usable path to scale.
Through this Program, service-based business owners can stop relying on guesswork, streamline operations, and finally build a business that’s profitable, predictable, and valuable.
Edith Sloss
Director of Business Development
Edith Sloss helps service-based B2B companies build transferable value through practical technology. With 20+ years in software and services, she translates innovation into measurable gains—streamlined workflows, cleaner data, stronger margins, and client experiences that stick.
At CompassVista, Edith connects the Four Capitals (Human, Customer, Structural, Social) with AI & automation to reduce owner dependence and make best-practice operations repeatable. Her sweet spot: RevOps dashboards, right-sized CRM adoption, automated intake/onboarding, and SOP/knowledge systems teams actually use.
North star: earnings up, risk down, valuation up—without adding chaos.
Book a discovery call
Grow value now. Exit-ready always.
Book a discovery call to understand your business, goals, and challenges.
We’ll cover service options (Evaluate • Build • Train), typical timelines, and next steps if there’s a fit.
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