About The Team

Through the use of creative strategies & backed by
decades of experience; we help clients create the
proverbial light at the end of the tunnel.

About The Team

Through the use of creative strategies & backed by
decades of experience; we help clients create the
proverbial light at the end of the tunnel.
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Leadership that brings over 150 years
of collective experience to the table.

We are not bankers, brokers, or consultants; we are CFOs, CPAs, and MBAs
who have walked the walk and been where you're going.

Dennis McIntosh

Founder, M & A / Growth

Mark Fogel

Partner, HR Strategy

Dan Upperco

Partner, M & A / Growth

Bill Catalano

Partner, Sales Strategy

Jerry Cahn

Partner, Leadership Advisory

Vijay Murthy

Partner, Tech & Digital

Matthew Jasie

Partner, Growth Strategy

Thomas Kwon

Partner, Tech & Digital

Our Three-Step Process

Evaluate

Our team of experienced CFO’s, CEO’s, CTO’s, and CHRO’s will use their expertise to assess the current market and evaluate all elements involved to provide the best service to you. As members of Vistage Worldwide, we also have access to 22,000+ industry leaders, whose expertise is invaluable during the process.

Our team will consult with you and spend this time at the beginning of the process as it is fundamental to safeguarding the rest of the process. Our meticulous evaluation and due diligence, combined with careful risk assessments, means that we look at all aspects during this stage. 

Plan

Once we have considered all elements and analyzed we can move forward with the strategy phase. We have to make sure to examine all aspects of the initial research while combining the expertise of our team to create the best blueprint for your business.

Putting together a detailed strategy that takes into account all the due diligence from the initial phase also helps us to mitigate any risks. 

Once we have planned a suitable and effective strategy we can move forward to implementing it to achieve the best outcome for your business.

Implement

This is where the initial assessments, expertise, strategy, and the wealth of experience and knowledge from our team are all combined to start showing results for your business.

We execute each stage of the planning skillfully, paying special attention to any potential liability uncovered during the evaluation and planning stage.

Our proactive approach is key in getting you the best result. We are experts at helping move your business forward, be it facilitating a deal, helping you navigate transformation, or implementing important shifts within your company.

Building a road to better business,
one company at a time.

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“We came to PPC virtually bankrupt. Our major lien holder had auctioned off our assets, however with no bidder, we were restructured into a new and rapidly failing company. Thankfully, PPC provided turnaround advisory services, and thoroughly executed their process to create tremendous value in the new company. We were undoubtedly resurrected.”

Events Marketing

CEO
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“PPC uncovered an oversight in our billing pipeline that clogged hundreds of thousands of dollars in non-accessed funding. Our project managers had no idea and you can imagine our surprise during quarterly.”

Fabrication & Textiles

CFO
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“Our ‘all-hands-on-deck’ implementation of our new platform became stagnant due to staff changeover, meanwhile our current platform was no longer covered under maintenance agreements. We were in the metaphorical rock and hard place. PPC transformed our tech environment by spearheading a complete switch to an even better platform. We saw a 31% boost in productivity that quarter alone.”

Digital & Media

CTO
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“When we first reached out to PPC, we had an operating loss on the books of $4M. After an extensive discovery & implementation period, we happily reported $0.5M in profit and a literal doubling of our revenue to $8M. I cannot overstate their role in saving our company, where we were before PPC and where we are now — night and day. They know what they’re doing.”

Telecommunications

CEO
Build high performing organizations, one at a time.

We empower our clients with the clarity
to know where they want to be and how to get there.

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