Expertise
M&A / Exit / Transition
Sell-side and buy-side readiness, valuation, and transaction execution support that protect seller value and reduce friction.
Overview
Most owners sell a business once. The people across the table do this for a living. That asymmetry, more than valuation, is what costs sellers value — in diligence surprises, in terms conceded late, in a business that was never prepared to be handed over.
ChurchillTerry prepares owner-managed businesses for sale, acquisition or transition, and stays alongside them through the process, coordinating with the attorneys, tax advisors and bankers who handle their own parts.
Strategy
What we do
- Exit readiness
- An assessment of what a buyer will find, what will worry them, and what to fix while there is still time.
- Value preparation
- Cleaning up reporting, normalising earnings, reducing owner dependence and documenting what makes the business work.
- Valuation and expectations
- A grounded view of value and structure before the market sets one for you.
- Diligence management
- Preparing the data room, anticipating the questions and managing requests so the process does not stall.
- Buy-side support
- Evaluating targets, modelling the combination and testing integration assumptions before the letter of intent.
- Transition and integration
- Planning the handover, earn-out mechanics and the first months after close.
Engagement
Typical engagement models
- Readiness engagementPreparation work a year or more ahead of a planned transaction.
- Transaction supportAlongside you from market approach through diligence to close.
- Post-close supportIntegration, transition and earn-out management after the transaction.
(Engagement scope, hours, and pricing are defined in the Statement of Work.)
Our approach
Our approach — three focused phases
- Phase 1
Prepare
Assess readiness, fix what a buyer would discount for, and get the financial record in order.
- Phase 2
Transact
Support the process, the diligence and the negotiation with analysis behind every position.
- Phase 3
Transition
Hand over the operation deliberately, and manage the obligations that survive the close.
Fit
Who this is for
- Owners planning a sale in the next one to five years.
- Companies that have received an unsolicited offer and need a grounded read on it.
- Buyers evaluating an acquisition and wanting the numbers and integration tested first.
Client Success
Preparing a Fire-Gear Services Business for a Successful Sale
Running both a service line for fire stations and a new retail branch, Gear Cleaning Solutions' owners needed a consolidated financial picture of the business as they moved toward a sale.
Learn moreFAQ
Here’s the Facts
- How far ahead should we start?
- A year or more if you can. Most of what raises value — clean reporting, less owner dependence, documented processes — takes time to become credible.
- Do you act as the broker or banker?
- No. We broker neither businesses nor funding. We prepare you, sit alongside you and can introduce you to the right intermediaries.
- What usually goes wrong in diligence?
- Records that cannot support the reported numbers, undocumented related-party arrangements, and customer concentration nobody flagged early.
Strategy
More Strategy services
- Strategic PlanningFacilitated strategy sessions that turn big ideas into a prioritized roadmap with resources and financial consequences attached.
- Pricing & Market AnalysisCustomer- and cost-informed pricing, margin analysis, and market sizing to find hidden profit and where to capture it.
- Turnaround & RestructuringRapid diagnostics, cash triage, vendor negotiations, and restructuring aimed at preserving going-concern value.
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.
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068