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ChurchillTerry
Schedule

Expertise

Strategy

Strategy That Reaches The Operating Plan.

From prioritized strategic plans to M&A execution and turnarounds — pragmatic frameworks and hands-on execution that protect value and accelerate results.

We run focused strategy sprints and build operational roadmaps with clear financial implications. Whether you need pricing and market analysis, exit readiness and transaction support, or rapid turnaround planning, our work ties strategy to cash, people, and measurable milestones.

What we do

Strategy services

Client Success

Featured Stories of Growth and Transformation

Gear Cleaning Solutions — Industrial Services / Specialty Retail

Preparing a Fire-Gear Services Business for a Successful Sale

Operating both a service line for fire stations and a newly opened retail branch, Gear Cleaning Solutions' owners needed a clear, consolidated financial picture of the business as they considered its next stage, including a potential sale.

  • Money
  • Strategy
Read more
All results

FAQ

Here are the Facts

How long does a strategic planning engagement take?
Typical planning sprints run 2–6 weeks for a core plan and 8–12 weeks for full implementation roadmaps and financial modeling.
Do you handle deal execution or just advisory?
We provide both advisory and hands-on execution support—structuring deals, preparing materials, and coordinating with legal and financing partners as required.
Can you work on confidential or sensitive transitions?
Yes—we routinely handle confidential engagements under NDA and work with trustees, counsel, and boards as needed.
Will you implement turnaround recommendations?
Yes—we can lead the stabilization work directly (cash triage, vendor negotiations, interim finance operations) or hand off to in-house teams with full documentation and coaching.

The Process

How an Engagement Works

Every engagement runs through the same four phases, and the senior team that runs discovery is the team that executes. What changes is how much of the lift sits with us.

  1. 01

    Discovery

    We sit with the owner and the management team, read the numbers, and listen to where the business actually hurts — not where the org chart says it should.

  2. 02

    Diagnosis

    We separate the symptom from the cause and say so plainly, including when the answer is smaller than you expected or sits somewhere you were not looking.

  3. 03

    Plan

    A prioritized plan with owners, sequence, and the financial consequence of each move, sized to what the team can absorb while the business keeps running.

  4. 04

    Execution

    We stay and do the work with your team, then hand back a process your people own. The same senior team stays with you through all four phases.

Project, retainer, or embedded

Project
A defined piece of work with a start and an end — a planning sprint, a clean-up, exit readiness, a diagnostic.
Retainer
Ongoing senior support at an agreed cadence, for owners who want the advice and the reporting discipline to continue.
Embedded
One of our operators sits inside your team in a line role — interim CFO, controller, or practice lead — until the capability is yours.

Engagement scope, hours, and pricing are defined in the Statement of Work.

ChurchillTerry advisors working through a plan with a client team around a whiteboard
Discovery, diagnosis, plan, execution — the same senior team stays with you through all four.

Contact Us

Get the Support You Need

Tell us where your company is in its lifecycle and what’s keeping you up at night. One of us will run point and come back with a clear plan.

I need help with

Confidential. We’ll respond within one business day.

Located in Dallas-Fort Worth, TX

5068 W Plano Pkwy Ste 202
Plano, TX 75068

972-361-0110