Terry Staley specializes in tax and succession planning, among other accounting and business consulting services
Kansas City, Mo.- Kansas City accounting firm MarksNelson LLC is pleased to announce that member Terry Staley, CPA, MBA, has received the Business Enterprise Institute (BEI) CExP designation for Exit Planning. The BEI CExP designation is the standard certification for exit planning.
"Earning the BEI's designation as a certified exit planner will allow our firm to continue focusing on our succession planning capabilities to meet a demand from our clients," Staley said. "I'm proud to represent MarksNelson and look forward to providing a new level of expertise for our clients."
BEI is a company that trains and supports advisors to be the preeminent Exit Planning resource to business owners in their communities. Candidates for the designation undergo rigorous training, testing and in-depth exit plan creation coursework to demonstrate that they are qualified to provide professionally-executed services to the business owning community.
"Exit planning professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere exit planning professionals because of their in-depth knowledge and demonstrated application of the BEI Seven Step Exit Planning Process," said John Brown, President of Business Enterprise Institute. "This perfectly positions them to counsel business owners and their advisors on a wide array of business issues."
Since 1968, MarksNelson has been providing succession and exit planning by applying knowledge and expertise of its members as certified public accountants and business consultants to the needs of its clients. This designation allowed MarksNelson to formalize its approach to strategically collaborate with a team of qualified professionals
At MarksNelson, Staley primarily works with small businesses to help them with accounting and tax compliance issues in addition to strategic business counsel and succession planning. He has been with MarksNelson since 1993. Staley completed his undergraduate degree at Westminster College and received an MBA from the University of Missouri-Kansas City.