As a Partner with the Merger & Succession Solutions team, Terry leads CPAs and their firms through critical transitions with expert succession strategies and M&A facilitation. His guidance is informed by over 40 years in the CPA profession, including roles as a Managing Partner of a mid-sized local firm and as a Senior Managing Director of M&A for a Top 10 national CPA firm.
For the past 18 years, Terry has served as a dedicated consultant to the profession. He has assisted hundreds of CPA firms with creating sustainable growth through both internal and external succession and M&A strategies. In recognition of his impact, he has been named one of Accounting Today’s Top 100 Most Influential People in Accounting every year since 2012. He provides indispensable counsel on mergers, internal succession planning, owner agreements, and partner retreats.