Terry has more than 44 years of experience in the CPA profession. He is a co-founder of Whitman Transition Advisors and has been providing consulting to CPA firms since 2004. He previously served as a managing director for Mergers & Acquisitions for RSM McGladrey (now RSM US), the country’s fifth-largest accounting firm and held several executive posts with its then corporate parent, H&R Block. At RSM McGladrey, he structured and negotiated several dozen deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. Prior to joining RSM McGladrey, he served as a managing partner of Donnelly Meiners Jordan Kline, a 60-person CPA firm in Kansas City. Terry is a member of the CPA Consultants’ Alliance and a member of the Kansas University Accounting and Information Systems Advisory Council. He is a frequent speaker and author to the accounting profession. He has been named to Accounting Today's Top 100 Most Influential People in Accounting for 12 years in a row. |  |