COMPASS ADVISORY SERVICES, LLC
HEATHROW, FLORIDA



Compass Advisory Services, LLC is a reputable advisory firm founded in 2004, dedicated to helping business owners maximize the value from selling or merging their companies. Based in Heathrow, Florida, Compass assists those looking to sell entire enterprises or boost liquid capital through partial sales. They offer expertise beyond just preparing for a sale, including valuation, growth strategies, and optimizing business operations. Compass excels at crafting solutions quickly while managing the complexities of enhancing business value. Their guidance extends to succession planning, acquiring new units for market influence, risk diversification through new concepts or valuations, and increasing shareholder value with strategic evaluations. Located at 1207 Glencrest Drive in their Heathrow office, Compass operates transparently under Jo-Ann Perfido's leadership, ensuring high ethical standards. Clients benefit from the firm’s insights while maintaining focus on their daily operations instead of administrative tasks related to business enhancement. For more information or assistance with immediate and long-term goals, Compass can be reached at (407) 333-1597 or (407) 687-4344. Their website, compassadvisoryservices.com, offers further details. They are registered under filing number L04000077367 with a FEI number of 760802985, highlighting their dedication to professional excellence and client satisfaction.

KEY FACTS ABOUT COMPASS ADVISORY SERVICES, LLC

Company name
COMPASS ADVISORY SERVICES, LLC
Status
Active
Filed Number
L04000077367
FEI Number
760802985
Date of Incorporation
October 26, 2004
Age - 22 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
https://compassadvisoryservices.com
Phones
(407) 333-1597
(407) 687-4344

COMPASS ADVISORY SERVICES, LLC NEAR ME

Principal Address
1207 Glencrest Drive,
Heathrow,
FL,
32746,
US

See Also

Officers and Directors

The COMPASS ADVISORY SERVICES, LLC managed by the one person from Heathrow on following positions: Manager

Jo-Ann Perfido

Position
Manager Active
From
Heathrow, FL





Registered Agent is Perfido Jo-Ann

From
Heathrow, 32746

Annual Reports

2025
March 20, 2025
2024
March 7, 2024