SUCCESS STORIES
CHURCHILL TERRY
Business Insight. Financial Foresight.
At ChurchillTerry, our advice is rooted in a deep understanding of your business’s finances. Our advisors are seasoned experts with strong backgrounds in investing, finance, and economics. Many have a history of successful business ownership or have held C-level positions with P&L responsibility. This unique blend of financial acumen and business experience allows us to provide valuable, comprehensive guidance to middle and lower-market companies.
MONEY
TEAM
STRATEGY
BACK OFFICE
Digital Marketing Agency
GROWTH STRATEGY & FINANCE
8-figure annual review in <2 years
National Restaurant Flagship
EXECUTIVE INCENTIVE TURNAROUND
>10% annual return to investors
Investor Group
PRIVATE EQUITY ENTITY RESTRUCTURE
Metric
National Appliance Manufacturer
Sales Tax Audit Reduction
>90% reduction in liability
Plumbing Fixture Manufacturer
Financial Restructuring & Emergency Staffing
$1M secured during a financial crisis
National Baked Goods Producer
Expansion Capital Secured
Expansion capital secured within 1 month
Regional Manufacturer
Distribution Strategy & Vertical Expansion
Profitable outcomes and improved channel access
Applied MBA™ for Advertising Agency
Business Development Through Education
Positioned the agency as a value-added partner