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.

Expertise

Strategy

Make Your Bets Predictable

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

All results

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

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

Pathway to Solutions

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.

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.

Located in Dallas-Fort Worth, TX

5068 W Plano Pkwy Ste 202
Plano, TX 75068

972-361-0110