Construction Services · Finance Strategy & Exit Strategy
Full Lifecycle Financial Partnership From Startup to Successful Exit
Case study
Lifecycle stages covered
- Concept
- Build — included
- Raise
- Scale
- Operate — included
- Exit — included
The client
RLTW Services is a construction service provider in Dallas, founded by an Army veteran who set out to build the business from the ground up.
Business context
From founding through eventual sale, RLTW needed financial infrastructure, tax compliance, and disciplined guidance to support a construction business built from scratch by a first-time owner.
Business challenge
Turning the owner's ambition into a durable, valuable company meant more than sound project execution; it required financial infrastructure, tax compliance, and disciplined guidance from day one, delivered by a partner who could operate alongside the owner as the business grew. Without that foundation, a founder building a business from the ground up risked the kind of financial disorganization that limits growth and undermines value at the point of a future sale.
ChurchillTerry approach
ChurchillTerry assisted the veteran owner in creating the financial foundation needed to launch and run the business, delivering ongoing financial management and guidance and meeting regularly to review results and support key decisions. CT managed tax compliance for the company and the owner throughout, and when the time came, guided the owner through a successful sale of the business to a third-party buyer, supporting the full arc from founding to exit.
Outcomes
Financial Foundation Built at Launch
Helped the owner establish the financial infrastructure needed to start and run the business.
Regular Owner Review Cadence
Delivered ongoing financial management and guidance through regular reviews with the owner.
Full Tax Compliance — Company & Owner
Managed tax compliance for both the business and the owner throughout its life.
Successful Sale to a Third Party
Guided the owner through a successful exit, completing the full business lifecycle.
ChurchillTerry capabilities
- Finance & Bookkeeping
- Finance Strategy
- Regulatory Compliance
- Exit Strategy
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