Publications

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Publications

Electronic Media

Terry is regularly sought out by the print and electronic media for his opinion on valuation, finance and economic matters. He appeared in EVO TV’s No More Practice Series 3.

To view Terry in these television programs click on the following links
  • No More Practice 3 Episode 3
  • No More Practice 3 Episode 4
  • No More Practice Conference in 2011

Terry appeared on Wealth Professional speaking on matters affecting the future of the financial planning profession. Click here to view that interview.

Print Media

Following is a list of recent publications where Terry has been sought out for his views ranging from the value of financial planning firms under FoFA to the drivers behind the collapse in the market value of FaceBook

Whitepapers prepared by Terry
  • Avoiding Common Pitfalls in Mergers and Acquisitions
  • Assessing Potential Acquisitions
  • Buying a Financial Planning Firm

Publications

Terry is regularly sought out by the print and electronic media for his opinion on valuation, finance and economic matters. He appeared in EVO TV’s No More Practice Series 3.

Following is a list of recent publications where Terry has been sought out for his views ranging from the value of financial planning firms under FoFA to the drivers behind the collapse in the market value of FaceBook