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



The Right Situation for the Right Reason

No one will argue that Employee Stock Ownership Plans (ESOPs) have offered tax advantages to both selling shareholders and sponsoring businesses, while allowing employees to build significant wealth. However true, you would be wise to understand the potential disadvantages of the ESOP. Our goal is to create ESOPs that are used in the right situations for the right reasons and caution against their use in the wrong circumstances and/or for the wrong reasons.

After decades of designing and implementing more than 1,000 plans, PCC has devised sophisticated analytical tools that quantify how an ESOP might affect a company and shareholders. Our Focus Studies give you an opportunity to compare different transactions and choose the best one to meet your corporate objectives. You will need a user name and password to access this proprietary information. Please contact us and we will respond within 24 hours.