Call us at (816) 743-7700

Terry Staley


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
Industry ExpertiseSpecialtiesCommunity InvolvementProfessional DesignationsProfessional AssociationsEducationWhen I'm not working
  • Manufacturing and distribution
  • Service industries
  • Accounting
  • Business consulting
  • Financial projections
  • Tax compliance
  • Tax planning
  • Succession planning
  • Summit Christian Academy – former board president
  • Lee’s Summit Rotary – Former member
  • Leadership Lee’s Summit
  • Certified Public Accountant – Missouri
  • Certified Exit Planner
  • American Institute of Certified Public Accountants
  • Missouri Society of Certified Public Accountants
  • University of Missouri–Kansas City, MBA
  • Westminster College, BA
I enjoy time with family, working with church youth and children’s ministries, and running several half marathons each year.