About Us

At The Crossroads. In today's precarious business climate, the leaders are face to face with risk on steroids.

The Anatomy of Failed Succession.

True Stories. Read succession case studies.

West Coast Office
755 Baywood Dr., 2nd Floor
Petaluma, CA 94954

East Coast Office
4775 Linglestown Rd.,
Suite 100
Harrisburg, PA 17112

Ph: (415) 524-8266
Fax: (415) 448-5298


CEO/Owner Reviews

Never Fly In The Dark

Ten years ago, we engaged PCC to do a repurchase liability study and develop a strategic perpetuation plan. The plan completely changed our thinking about succession. We made a smooth ownership transition without “flying in the dark,” and revenues since have grown over 300 percent. To say the least, we´re the first to recommend them.

Boyd Baugh, Chairman, Pivot Interiors, Inc.

Create Ownership Mentality

Very simply, we need to attract and keep the best talent. They basically showed us how, through the right type of ESOP, we could instill a culture of ownership. They created incentive and reward programs that helped us retain our key management team.

Jerry Stone, former Chairman, Claremont Technology

Orchestrate The Process

As a large privately held company, we wanted to make sure our management and associates could share ownership, and particularly for younger shareholders to create some personal liquidity. PCC did a masterful job guiding us through a complicated ESOP. What was especially impressive was how they worked with our attorneys, accountants and banks and how they communicated with 2800 associates to make it all happen so successfully.

Bob McKinnon, former CEO, CV Industries