Terry Staley CPA, CExP, MBA

Partner

Terry Staley is a Certified Exit Planner who works with business owners in the successful exit from their businesses. A successful exit plan includes meeting owner’s objectives including time until retirement, dollars needed in retirement and transferring ownership to a key employee group, family members, ESOP or a sale to a third party. Additionally, he assists business owners with:

  • Tax planning and return preparation for closely held businesses and their owners
  • Business consulting
  • Financial statement preparation and analysis
  • Mergers and acquisitions
  • Budgeting/forecasting
  • Controllership outsourcing services
  • Cash flow management

 

Terry Staley

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