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

  • I’ve known PTCFO for some time, but did not clearly understand how they worked. My father started the business, and with his passing, I now own all the stock. I and the organization were struggling with his loss as well as trying to grow and stay profitable while dealing with a very nasty market condition. Many of my competitors are now gone. In three months, I had a long range plan developed, a management team focused on improving sales and profits with action plans. We are now working together as a team, not as independent agents of the company, trying to help each other succeed and make money. Oh, by the way, we also found new business and our employees morale has improved remarkably. My wife now sees my coming home much happier. Our next challenge will be with who will succeed me, and I will be using PTCFO to help there too.


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