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


Exit Or Perpetuation: A Twin Track Program

Set The Direction

Essentially, this program is dedicated to the proposition that you’ve built a successful business. The question is: What next? PCC brings objectivity, experience and proprietary tools to your side; and together, we help you strike a new and successful direction.

Elements of our program include:

  • Capability to manage perpetuation or exit
  • Experienced negotiators for a variety of transactions
    • Board of sellers and buyers
    • Senior executives of financial institutions
    • CEOs and CFOs of sellers and buyers
    • Legal and accounting counsel of all parties
    • Senior executives of the buyer
    • Senior executives of the seller
  • Technical/practical experience during sale/merger and/or ESOP
  • Confidentiality know-how for all aspects of M&A work
  • Executive summary development for every transaction

These activities and how they are implemented will determine the price you get for either a sale/merge, ESOP or financing transaction. You, your CFO and PCC, working together, can assure a fast track resolution of the critical issues at stake.

Our mission is to help you achieve ultimate success during perpetuation or exit transition. Contact us and we’ll respond within 24 hours.