We are seasoned Management Advisors specializing in areas of: Strategic Planning, Mentoring &  Succession Planning, Corporate Governance Effectiveness & Board Formation Services,  Management Development, Retreats, Credit & Equity Financing, as well as provide Interim or Crisis Management services for Privately Held or Family Businesses  (including ESOP's & Non Profits).  PTCFO stands for "Professionalizing The Corporate & Family Organization" as well as "Part-Time Chief Financial Officer"  We are also authors, speakers and retreat facilitators.  Our clients over the past 20+ years have hired us to facilitate effective change to improve sales and profitability to fund an exit plan or increase stock value.  Our approach is to quickly and inexpensively assess your organization with a blind employee survey, and to share the results to make corrective action.  Our engagement has defined and measurable results and milestones.  Our goal is to get the job done, on time and on budget.