We hired PTCFO to groom my successor. Using their assessment and retreat approach, we were able to improve our sales and profits in ways I would have never conceived, and it helped develop my successor to improve the company with a management team. My successor is now in place, and I am now withdrawing from the day to day.
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Our Services Include:
- Strategic and succession planning for closely- held, or family owned business organizations Including ESOPS and Non-Profits
- Governance board/advisory board development, including roles and responsibilities for shareholders, beneficiaries, trustees, directors, officers and chair/CEO.
- Retreats for Key Managers, Family or Boards (One day or Multi-day)
- Mergers & Acquisitions: Pre- & Post Transaction- Organizational Integration Assessments
- Family or partnership conflict resolution and goverance systems (family councils)
- Team building using "Creating Strategic Innovation"
- Leadership and Empowered Team development/training
- Executive coaching, mentoring and management/family conflict resolution
- 360 Degree strategic and organizational readiness assessments
- Operational improvement, product launches, and costing systems
- Continuous improvement managment systems (ISO 9000)
- Part-time Chief Financial Officer (CFO) services
PTCFO, Inc. 48 Walkley Road, West Hartford, CT 06119-1345
phone: 860.232.9858 / fax: 860.232.9438 / email: send us a message
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