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

  • When we hired PTCFO 6 years ago, our goal was to grow from $60 million to $178 million in sales. We were able to reach $150 million last year and invited them back to help us develop our management team to reach $1 billion and to help me develop my successor so I can retire smoothly. They brought in a team system that we now could not live without. They also helped us reduce our costs by developing a web-based costing study that identified areas of improvement using our team approach.

    -CEO of an ESOP company

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