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


Comprehensive Perpetuation Planning™ (CPP)

Strategy for a Lifetime

Comprehensive Perpetuation Planning™ (CPP) recognizes a simple truth — all companies must pass to successors or die. Unfortunately, only a few take the right steps to systematically select and groom new leadership. The rest procrastinate until the options run out. Passing the baton isn’t easy. It’s a critical time for your company and shareholders. Some visionary CEOs are now able to witness company prosperity because they were willing to delegate authority, responsibility, risk and reward — because they encouraged people to think for themselves and become members of a coalition devoted to a common cause. That cause is building a company that rewards everyone, including: your customers who get high quality products and services; your employees who feel like partners because they share the rewards of success; and shareholders who increasingly own a smaller share of a larger company.

Critical Issues

No two perpetuation plans are alike. Through the years, PCC has developed specific strategies to help you reach important objectives and milestones. You will need a user name and password to access this proprietary information. Please contact us and we will respond within 24 hours.

Know the Secret to a Successful Succession Business Plan

Below is a link to an article that was in the American College Alumni magazine (Fall 2014).