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PRESS RELEASE
 
1525 Valley Center Parkway, Suite 300 Contact: Betsy Storey-BonoBethlehem, PA 18017 Email: bstorey-bono@concannonmiller.comPhone: 610-433-5501 x2294
FOR IMMEDIATE RELEASE February 1, 2012
Concannon, Miller and CompassPoint form Strategic PartnershipBethlehem, PA: Concannon, Miller & Co. P.C. is pleased to announce the formation of a strategicpartnership with Compass Point, a regional business consulting firm owned by Tom Garrity, effectiveFebruary 1, 2012.Concannon, Miller & Co., a certified public accounting and business consulting firm, celebratestheir 50
th
anniversary this year in its current corporate structure but has roots going back to the 1920s.This strategic partnership brings an added dimension to our services that includes strategy, succession,and exit planning, critical services in todays business environment, stated Victor Kelly Meyer, CPAand Managing Shareholder at Concannon, Miller. Compass Point has an excellent reputation for, notonly consulting on strategy and planning for businesses, but also delivering on execution.The dynamics of business have changed, states Meyer, Certain compliance services, such as filing taxreturns or performing an audit are more like a commodity. They are required of the business by eitherthe governmental or perhaps banking institutions, but do not always provide added value to thebusiness or owner. Business owners need advice and experience to move their business forward, remainprofitable, and be able to transition into their next phase. Doing business in 38 states, Concannon,Millers client base is primarily closely-held business in manufacturing, services, healthcare, franchise- more-
 
PRESS RELEASE
 
and high-net-worth individuals. The organization focuses on providing tax planning and strategies, CFOservice, audit and accounting , business valuations, financial analysis, estate planning and other servicescritical to privately held businesses and their owners.Our model of business is to create strategic partnerships with businesses that enhance ourability to deliver those services. Where there is enough demand we either develop or hire talent in-house or bring the partnership under our roof, such as this partnership with CompassPoint orConcannon Wealth Management; where there is a key significant need with lower demand, we searchfor alliances with best of breed providers that specialize in these services, such as engineered taxservices or research and experimentation credits. The model has been successful for us, but moreimportantly benefits our clients. There is a bit of quarterback consulting involved  were clear on themission, we call the play and we have the specialized teams to execute it, said Meyer.This partnership makes sense, said Tom Garrity, who will remain in the role of ManagingPartner for CompassPoint. We have quite a number of common clients in the same target market.There is a synergy created when the two organizations work together in partnership. It is a more fluiddelivery of service that business owners need. Business owners go into business to create something,whether it is a product, a legacy or wealth. There is a point when they reach those goals and they need apath to exit the business, retain their wealth and see their works continued. Together we help themmeet that goal.For more information on the services offered by Concannon, Miller, log ontowww.concannonmiller.comorwww.compasspt.comor call 610-433-5501. ###
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