Terryl Peterson CFO Services
Helping business owners gain clarity about the value of their company and make informed financial decisions during important moments of growth, transition, and change.
Services
Providing business valuation and ownership transition advisory services to current and future small- and mid-sized business owners, supporting them throughout the ownership journey.
Business Valuation
Exit Strategy and Transition Planning
Business Ownership Transition Advisory and Fairness Opinion
Articles
Success Stories
When it was time to sell my business and retire, Terryl helped me create a step-by-step strategy, starting with a valuation and a plan for improving my business’s profitability. When I got an offer, she helped me negotiate a better price and helped me wade through due diligence, escrow and closing. I lacked the skill and confidence to recognize all the nuances of the process—I could not have been more grateful for her time, expertise, compassion, skill, and guidance. I would very highly recommend Terryl to anyone considering selling their business!
Becky James
Prior to working with Terryl, our businesses struggled to reach financial sustainability and to establish a realistic succession plan. During the last 8 years, she helped us stabilize finances and transition to solid management processes with a bright future ahead. We are confident Terryl will discreetly assist with our successful exit from these businesses when it’s time.
Jerry and Karen Zink
Owners, Sunnyside Meats and Sunnyside Farms Market
Terryl prepared a valuation and helped us establish an exit strategy for our 35-year-old business, which has multiple shareholders. She provided excellent plans, ideas, and valuations for our company and was very precise in explaining the different resources available for establishing values and why she chose the ones she used in her report. She helped make a stressful process as smooth as possible, and we will continue to use her services to keep the valuations up to date.
Terry James