Exit Planning

PTCFO, Inc.
48 Walkley Road,
West Hartford, CT
06119-1345

phone: 860.232.9858
fax: 860.232.9438

Contact Us

Homepage Services

  • 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)
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