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

  • The board hired PTCFO because the fighting among family members on the board and the management team were killing the company. I watched family members struggle with the CEO as they had ideas on how to grow the business, and he wouldn’t let go. As hard driving to grow the company as he was when he was young, the CEO was now driving us nuts with disruptions to the company and would not let us invest in future opportunities unless it was his idea. I watched PTCFO’s succession plan unfold so that the family members could work together better, the management team‘s fears and concerns were relieved as the CEO retired, that the fighting had stopped, and we are now growing again with a new CEO, and the family still owning it. It wasn’t easy or fun, but it got done. In fact, when I give a reference I always tell people that without PTCFO, our company would have died or been sold.

    -VP of Finance and non family member.

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