PTCFO’s Strategic Planning Workbook For Family Owned Businesses
PTCFO Inc., the company created and headed by ESOP Marketplace founder Jack Veale, has a mission of helping closely held and family businesses engage in sound strategic planning and management. Many non-profits and ESOP companies have benefited from PTCFO’s sound advice.
In addition to providing advisor services, Jack Veale has also compiled his expertise into a basic action plan handbook titled “Creating Strategic Innovation.” This workbook is intended to help closely held and family owned businesses develop internal leadership and problem-solving skills in order to improve efficiency and profitability.
The handbook explains principles of business problem solving to workers and management in a clear and comprehensible way, as well as helping reinforce the knowledge through team-building exercises and activities. If you’re the owner of a family business who would like to improve management practices and strategic planning, “Creating Strategic Innovation” will be of great help to you in this task.
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Murray Securus Wins 2nd Place in ESOP Communication
Murray Securus, formed in 2012 after the merger of Murray Risk Management and Insurance and The Securus Group, provides business solutions and advisor services in areas such as employee benefits, third-party administration, wealth management, risk and insurance.
Murray Securus not only provides ESOP advice, but is itself an employee-owned company; it made an entry for the Annual Awards for Communications Excellence at the 2013 meeting of the ESOP Association, and was honored with second place in the category of all U.S. businesses with fewer than 250 employees.
Being recognized as having the second-best implementation of ESOP communication in the country is the result of Murray’s dedication to practicing its effective approach internally as well as helping its ESOP company clients improve their practices.
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Acclaro Team Members Present at NCEO Conference
Acclaro Valuation Advisors is an leader in business interest and closely-held business valuation services. The company specializes in initial ESOP valuation as well as annual ESOP valuation reports; due to their experience in the field, Acclaro ESOP valuation advisors are sought speakers on employee ownership topics.
In April 2013, members of the Acclaro team attended and made presentations at the annual National Center for Employee Ownership conference. Aaron Pryor moderated a roundtable discussion at an experts’ luncheon, and Chris Best served as a co-presenter of a presentation on ESOP exit planning.
We are proud of our members’ involvement in the ESOP community and look forward to continued engagement in ESOP education and innovation.
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