Retired

Jack Veale

Company: PTCFO INC.
Title: Owner
860-232-9858
860-916-3544
860-232-9438

Location

48 Walkley Road
West Hartford, CT 6119

Biography

Jack Veale is a nationally recognized business advisor, strategist, and speaker who earned his BS in Business Administration from Norwich University in Northfield, VT and his MBA from Boise State University, in Boise, Idaho, and his CMC (Certified Management Consultant) from the Institute of Management Consultants, and his Family Business Advisor Certificate, and Fellow designation from the Family Firm Institute.

Connect with Jack on LinkedIn

Jack authored "Creating Strategic Innovation," a workbook that guides companies to sustainable sales growth and profitability using teams. Jack and his group have assisted hundreds of companies in many industries, offering solutions with strategic planning, exit/succession planning, corporate governance, mediation and crisis management. These activities involve an initial assessment, identifying 119 different operational, financial, strategic and cultural issues to determine what are the top issues to tackle. Follow-up implementation assistance is usually encouraged, but not required. They also provide management assistance to emerging growth companies in need of business planning, fund raising, and board formation. The group also mediates conflicts with partners, family members and colleagues. Jack is a nationally known speaker on privately held, ESOP, or family business issues and the challenges their businesses face in this highly competitive environment. His career began in Idaho, where he served a high growth family owned business for 12 years. Jack served in various operational, general management, IT and financial positions, concluding as their CFO by age 30. Jack formed PTCFO, Inc. after leaving Idaho. He has formed and served on several non-profit and for-profit boards, and has served as President of the Connecticut Chapter of the National Association of Corporate Directors (NACD). He has been a member in many associations including: Institute of Management Consultants, Family Firm Institute, The ESOP association, the National Center for Employee Ownership, the Connecticut Venture Group, The Attorneys for Family Held Enterprises, Rotary Club International, Alliance of Mergers & Acquisition Advisors, and many other associations. Jack and his wife Laurie have been married 30+ years and have two children.

PTCFO, Inc.
48 Walkley Rd
West Hartford, CT 06119-1345
(860) 232-9858
(860) 232-9438 Fax

www.ptcfo.com

Resources

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Education & Expertise

NORWICH UNIVERSITY, Northfield VT, BS/BA 1976
BOISE STATE UNIVERSITY, Boise ID, MBA 1987

 

Expertise

Ownership and Management Succession - www.ptcfo.com

Company Boards and Director Searches - www.directorsmarketplace.org

Fiduciary Training - www.ESOPTraining.com

Business to Business - www.esopb2b.com

Ownership Culture - www.esopownershipculture.com

Ownership and Management Succession  - www.ptcfo.com
Company Boards and Director Searches - www.directorsmarketplace.org
Fiduciary Training - www.ESOPTraining.com
Business to Business - www.esopb2b.com
Ownership Culture - www.esopownershipculture.com

Case Studies

The CEO/Partners have done their homework

Honorary Advisor Retired The CEO/Partners have done their homework.  Their startup is not really a startup anymore as they have tested the waters, done their...
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Articles

ESOP/Family Succession

Honorary Advisor Retired Over the next 10 years, over 50% of the privately held, family owned or ESOP  businesses will be changing ownership. Are you...
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How ESOPs can help with Family Business Transitions and Estate Planning

Honorary Advisor Retired Sometimes, families working in the business have conflicts caused by the differences with behaviors and expectations.  Some of these family business conflict...
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Leadership Development vs Management Training

Honorary Advisor Retired In simple terms, Management Training is the process of educating the pupil with best practices, skills development, and management theory.  Leadership development...
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Blog Posts by Jack Veale

What Do Employees Get Out of an ESOP?

Honorary Advisor Retired Are your employees financially prepared for retirement? Many are not, as a result, they outlive their savings and have to depend on...
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PTCFO’s Strategic Planning Workbook For Family Owned Businesses

Honorary Advisor Retired PTCFO’s Strategic Planning Workbook For Family Owned Businesses PTCFO Inc., the company created and headed by ESOP Marketplace founder Jack Veale, has...
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PTCFO Authors Articles On Corporate Governance

Honorary Advisor Retired PTCFO Authors Articles On Corporate Governance PTCFO, Inc., is a nationally known financial and management advisory firm that, for over 20 years,...
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Ratings

Marshall Jespersen, Former CEO and current Chairman of the Board at International Cars

Honorary Advisor Retired We worked with Jack since before the company became ESOP-owned in 2000. Jack brought a strong sense of strategic vision for company...
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Joe Loughran, Chairman, Airline Hydraulics

Honorary Advisor Retired Jack did a fabulous job for us. I was the CEO of an ESOP company with a CEO succession dilemma. I was...
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