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

  • Before I hired PTCFO, we tried a family business consultant that cost us a lot of money and things did not get better. We started looking for help as my youngest son quit because he hated the “B/S” we were all creating and said he would never return to the business. PTCFO came in, did an assessment, and then began to teach us how to work together better. Our management team improved so much that we now have grown from a lumber dealer with a history of flat sales of $20 million to a very profitable building materials company with over $75 million in sales operating in two states. The real test was my youngest son returned to work for us as he found that the organization was much, much better than before he left.

    -Owner with three sons and a daughter in the business

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