Terry Staley

Partner | MarksNelson Advisory, LLC

Tax

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

What clients say about working with Terry:

"Terry helped us complete our complicated business and personal returns in addition to giving us great accounting advice. He's done a great job for us!"