Case Study 9

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

phone: 860.232.9858
fax: 860.232.9438

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The Owners of an unprofitable business want to position the company for a Sale.  They are concerned with how a high value can be attained while having family members in the management team.  Usually, a strategic plan will enable long term non family managers to stay on as well as family members, as the company increases the Sale Value.  In some client projects, the selection of a new non family GM take place, providing new leadership and direction.   In others, the family members remain, but in different, more effective positions.

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