We use a series of assessment tools that quickly and economically assess management performance and organizational culture. We also use our tools to use as annual benchmarking assessments for continuous improvement feedback. One process identifies over 270 key strategic, industry, and operational issues the company is facing and recommend activities to improve performance using a confidential survey and interactive assessment tools.  This process takes a few days, usually over a week or two, in order to collect confidential data and to develop a comprehensive report.

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, speaker