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

  • "Jack, you and your team lit a fire with me and motivated me to get this CEO Succession done….  and done right.  However I did not want my fingerprints on the selection because I wanted to preserve the family relationships in the event my son was not successful.  When I met you for the first time, I was terribly concerned because I love my children in the business and to chose one, the other, or someone else would be a very hard thing for me and my family.

    After working with you towards this end, using your survey and retreat process, and the team building training to deal with the issues, I followed your advice.
      I set up this process….  We changed bylaws to allow 7 people to serve on our Board.  Following your suggestions, I presented 4 candidates to my family members and we started them off as Advisors.  Chemistry was good and their input was valuable so we elected them to the Board.   As you said, they proved valuable through the recession because they preached that we needed to react quickly and decisively in the downturn, things your team's training prepared us for.  As a result, when I called you to help us with the cost reductions, you advised us to use our teams.  Our teams found TWICE the amount I was looking for ($4 million) and we only had less than a 10% reduction of the staff!  The board is about to select their final candidate and I am now separated from the process so I can keep my family together and the business as well.

    I don’t think I could have gotten this done if I didn’t work with you. Thanks."


    -Email From Joseph, Chair and former CEO, of a 100% ESOP-Owned Company

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