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ChurchillTerry
Schedule

Expertise

Team

Build The Leadership System Growth Requires.

We help owners create the management discipline that allows the business to scale beyond the founder. We do this through a Human Capital Strategy that encompasses practical leadership development, succession planning, and partner-aligned compensation that turn managers into owners and friction into forward motion.

Tailored coaching and capability programs that turn managers into leaders who can run P&Ls, grow teams, and own outcomes. We design executable succession roadmaps, build incentive plans that tie pay to measurable KPIs, and deliver hands-on executive education that creates a shared commercial language across your leadership team.

What we do

Team services

Client Success

Featured Stories of Growth and Transformation

Honor Courage Commitment — Nonprofit

Financial Infrastructure for a Veteran-Focused Nonprofit From Day One

As a newly founded nonprofit, HCC needed the organizational and financial infrastructure, bookkeeping, reporting, and tax compliance, to operate credibly and sustainably from its earliest days.

  • Team
  • Operational Growth Strategy
Read more
All results

FAQ

Here are the Facts

Do you write the plan, or do you coach the people?
Both. A succession chart nobody is being developed against is paperwork. We build the roadmap and then work directly with the managers in it—one-to-one coaching, capability programs, and the operating cadence that makes the handover real.
What if the obvious successor is a family member?
That is a common starting point, and we treat it candidly. We assess readiness against the role the business will need, name the gaps plainly to the owner, and build the development or support structure around the person—rather than deciding the question for the family.
Will you build compensation plans around our real numbers?
Yes, under NDA. Incentive and partner-compensation work is only useful when it is tied to the actual P&L and to KPIs management can move, so we build it from your financials, not from a template.
How quickly can you start?
For urgent needs we can be embedded remotely or onsite within 72 hours. Typical kickoffs are 1–3 weeks after SOW execution.
Will you sign an NDA?
Yes. Confidentiality and data security are standard.

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