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.
PTCFO Authors Articles On Corporate Governance
PTCFO, Inc., is a nationally known financial and management advisory firm that, for over 20 years, has established a reputation for deep knowledge of ESOPs, as well as competent crisis management, succession planning and corporate governance.
Among the articles PTCFO has contributed to this site, this one presents a comprehensive overview of the business life cycle, discussing the various stages in the life of a company from inception to death. As they grow and move away from their creative and free-wheeling beginnings, companies are forced to implement a scalable structure that will make an ever-larger business manageable. However, this structure can become overly conservative and bureaucratic, making it more difficult for the company to meet new challenges and adapt to changing circumstances, leading to stagnation and worse.
One of the specialties of PTCFO and its founder Jack Veale is finding ways for companies to reform their management in a way that will provide stability and a competent command structure, but at the same time retain flexibility and the capacity for change.