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PTCFO Inc

suddendeathchecklist.com

For over 30 years, Jack Veale of PTCFO, Inc has advised closely held, family owned businesses, including ESOPs and professional firms on ownership and management succession. Jack developed a facilitation tool, "Sudden Death Checklist," to help engage and educate the family and management team in order to create a smooth transition, and reduce probate costs and emotional stress that usually shows up during and after the deceased's funeral.    

Recent Articles

The Sudden Death Checklist

There is no topic more challenging than one’s own death. Your proactive guidance will give your clients comfort and position you – and your firm......

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