Business Insight. Financial Foresight.
EXPERTISE
Specialized Guidance for Owner-Managed Businesses
MONEY
Gain complete control and clarity over your company's finances with our expert advisory and dedicated back-office support.
TEAM
Unlock your team's full potential by strengthening leadership, aligning incentives, and securing your company's future.
STRATEGY
Define your company's future with guidance on strategic planning, market positioning, and major business transitions.
BACK OFFICE
Our comprehensive back-office solutions, including fractional CFO and controller services, are designed to streamline your financial operations. We provide the expert support you need to maintain clean, accurate records, freeing you to focus on growing your business.
CLIENT SUCCESS
Featured Stories of Growth and Transformation
PRIVATE EQUITY ENTITY RESTRUCTURE
Reorganized multiple related businesses into a private equity umbrella—clean P&Ls, streamlined overhead, improved credit facilities, and accelerated growth.
MONEY
STRATEGY
BACK OFFICE
WHO WE ARE
And How We’re Different
ChurchillTerry is a team of advisors with deep experience in accounting, investing, finance, and business ownership. They provide counsel to owner-managed businesses, entrepreneurs, and investors, helping clients accelerate profitable growth while minimizing the risks of early-stage and rapidly growing ventures.
Owner-managed businesses have unique challenges, from deep but narrow expertise to complex decisions affecting personal wealth. We provide the comprehensive understanding of MONEY, TEAM, and STRATEGY needed to navigate them. ChurchillTerry offers specific guidance and acts as a critical thought resource, helping you excel.
SERVING THE GLOBE
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202 Plano, TX 75068
- 972-361-0110
