Who We Are....
At PTCFO, Inc....
We are seasoned Management Advisors specializing in areas of: Strategic Planning, Mentoring & Succession Planning, Corporate Governance Effectiveness & Board Formation Services, Management Development/Retreats, Credit & Equity Financing, as well as provide Interim or Crisis Management services for Privately Held or Family Businesses (including ESOP's & Non Profits). PTCFO stands for "Professionalizing The Corporate & Family Organization" as well as "Part-Time Chief Financial Officer" We are also authors, speakers and retreat facilitators. Our clients over the past 15+ years have hired us to facilitate effective change to improve sales and profitability. Our approach is to quickly and inexpensively assess your organization with a blind survey, and to share the results to make corrective action. Our engagement has defined and measurable results and milestones. Our goal is to get the job done, on time and on budget.
Our experience, skills, expertise and resources with other qualified specialists can improve profitability through a series of strategic and organizational changes, including:
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Attracting financing for growth through carefully developed business plans
- Facilitate on-site or off-site management retreats or sales team programs
- The transition from parent control to their family's offspring or non-family management, including ESOP's
- Assisting the development of company and family governance structures including advisory or governing boards & family councils; we also provide board advisory services on board effectiveness measurements, succession, and strategy
- Identify and solve key issues using diagnostic tools and problem solving techniques
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Management training of the offspring and non family managers employing mentoring and training programs as well as TQM teams and Work Process Design
- The implementation of an ESOP, in the areas of Succession, Benchmarking, Open Book Management, Governance/Board Development, Strategic Planning, and Management Development
- Improved information and communication systems by implementing team based management systems, customer applications using the Internet and MIS functions/controls
- Turning around unprofitable businesses or operating divisions
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Attracting equity or debt financing to help support a strategic plan
- Developing long term and short term strategic plans
- Preparing & Marketing a company for sale: to the next generation or to outside investors or insider Managment
- Reducing Management or Executive conflict due to disagreements with direction of the company, lack of execution, or inability to solve problems that hold the company back from growing
