ChurchillTerry provides advisory services to owner-managed businesses, entrepreneurs, and investors in privately held companies. We work with these clients to accelerate profitable growth while minimizing the risks associated with early-stage and rapidly-growing ventures.
How We Are Different
Owner-managed businesses, including many entrepreneurial ventures, generational family businesses, investor portfolio companies, and professional partnerships such as law firms and creative agencies share unique characteristics, including:
- Deep, narrow expertise with limited general management experience
- Close-knit management teams where exploration of options can be interpreted negatively
- Third parties (families, partners, investors) may have significant say in important decisions
- Decisions that often have serious consequences for personal wealth as well as the business
- Involving unfamiliar or infrequent types of decisions that have far-reaching ramifications
Successfully navigating these challenges requires a comprehensive understanding of finance, people, and strategy . . . a rare combination from a single resource. ChurchillTerry provides that unique combination in all of our engagements whether providing specific guidance or simply education and a disinterested critical thought resource to our clients.
Where We Fit In
We help with the business of business.
We help our clients with:
We can supplement, expand or back-fill your team, both short-term and long-term. We fit in with your attorneys, tax accountants, financial planners, investors, bankers and insurance agents. We broker neither businesses nor funding, but can help with both. We can not only advise and plan, we can implement and execute. We structure engagements as both projects and retainers as preferred.
We worry about what you worry about.
The lifeblood and the measuring stick of enterprise. Whatever your company’s relationship with money, we can help.
Whether you need to track it better, find more or generate more, leverage it, keep it, spend it, save it or invest it. We take corporate finance and accounting seriously. So much so we’ve had our own award-winning economist on staff for over a decade.
• Interim CFO Functions
• Controller Services
• Bookkeeping Services
• Cash Flow Planning
• Bank Reporting
• Investor Presentations
• Equity Raise Support
• Equity and Sub-debt Introductions
The final frontier for competitive advantage. Difficult to quantify, yet so obvious in great companies differentiated by their approach to human capital.
Our leadership development programs have been used to groom identified talent for leadership, partnership and ownership roles. We have developed an exclusive portfolio of licensed assessment, coaching and education programs that can be tailored to fit all of your management development needs.
• Incentive Compensation
• Succession Planning
• Executive Education
• Leadership Development
• Management Retreats
• Partner Compensation
• Owner Tax Strategies
• Distribution Strategies
• Equity Incentive Plans
• Merger Integration
• New Partner Integration
The most abused and overused term in the lexicon of business, so we only use it carefully and thoughtfully.
We evaluate every strategy within 3 contexts: market, finance, and feasibility to understand your “why,” your resources and capabilities, and your probability of success. We want you to be clear-eyed about your decisions, your investment and your potential return. And we’re willing to help with implementation, from macro concerns such as economics and commodity pricing to micro concerns such as commercial contracts and negotiations.
• Strategic Planning
• Business Planning
• Exit Planning
• Pricing Development
• Market Analysis
• Mergers & Acquisitions Support
• Turnaround Work
Dozens of clients with hundreds of successful assignments completed over nearly 20 years. We take pride maintaining a broad knowledge-base as well as in our ability to rapidly learn new verticals and bring valuable insights by applying lessons from other industries.
Consumer Products & Services
Healthcare & Professional Services
Education, Publishing & Non-Profits
ChurchillTerry has helped dozens of clients and advised on millions of dollars in funding and transaction decisions.
We believe the best business advice can only come from a thorough understanding of our clients’ finances. To that end, all of our advisors come with deep experience in areas such as accounting, investing, finance and economics. Many have successful business ownership backgrounds or C-level track records with P&L responsibility. That combination of financial acumen and business savvy is rare and valuable at any level, and ChurchillTerry is unique in providing it to middle and lower market companies for nearly 20 years.
– John Terry –
Thirty years of experience in technology, sales and finance in companies of all sizes and phases. John pairs more than twenty years as a successful entrepreneur with seventeen years as an adjunct professor at one of the top ranked business schools in America where he teaches entrepreneurship, private equity, and venture capital.
A life-long musician, willing to lay down a bass groove at the drop of a beat.
– Brian Bartles –
Twenty years of experience as an analyst, investment banker, entrepreneur, consultant and Ivy League economist. Brian won an award at Princeton (from then-department chair Ben Bernanke) for his senior thesis in international currency arbitrage, as well as a second degree in international politics, and an MBA from Wharton.
Brian grew up as a baseball pitcher who continues to enjoy odds-making in sports as well as politics.
– Billy Dickinson –
Twenty-five years of experience in accounting and information technology with credentials in financial planning, business valuations and tax, as well as systems engineering and database administration from Microsoft. Billy is also an expert on non-profit administration & management with a heart for philanthropy.
Billy is an avid outdoorsman & hunter with a family ranch dating back to when Texas as a province of Spain.
– Tina O’Banion –
Twenty-five years of leadership roles in accounting across multiple industries (healthcare, education, retail, manufacturing, and other), an accounting degree with honors, and an MBA make you more than an accountant to your clients, it makes you the trusted advisor and problem-solver that founders and their teams turn to for counsel.
Passionate about both education and women in business, Tina competes in triathlons in her spare time.
14901 Quorum Dr Suite 220
Dallas, TX 75254
Churchill, Terry & Associates, Inc. is not a Certified Public Accounting Firm.