Profedssionalizing The Corporate and Family Organization

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

  • My law firm was struggling with partnership conflicts, lack of performance, and my succession.  My peers and myself were nearing retirement and there were concerns the next generation would not be able to sustain the practice.  We asked PTCFO to help us improve our communication, work out the partner and associate conflicts, and move the firm towards revenue growth and practice development.  Some of the discussions PTCFO, Inc facilitated were difficult and emotional.  Jack and Susan were adept in managing the discussions, heal those who were struggling, and motivated the next generation of partners to step up and become the rain makers they needed to be.  From their work, the partnership is still intact with changes, and we have acquired new partners to expand our locations and services.  Conflict has dropped significantly and people are much happier now, including me!  Just ask my wife!   

    Law Firm CEO with more than  10 partners


PTCFO, Inc. 48 Walkley Road, West Hartford, CT 06119-1345
phone: 860.232.9858 / fax: 860.232.9438 / email: send us a message