Banking Advisory Services

Business Valuations for:

  • Private companies
  • Family Limited Partnerships
  • Estate & gift tax structures
  • Stock options
  • ESOPs

Services

  • Internal Audit Outsourcing/Co-sourcing
  • Regulatory Compliance Reviews
  • Sarbanes Oxley Compliance
  • Project Management
  • Enterprise-Wide Risk Assessments
  • Strategic Planning
  • Development of Policies and Procedures
  • Internal Controls Review & Documentation
  • Fair Lending Risk Assessments
Terry_Sherrill

Terry Sherrill

Business Advisory Shareholder, CPA
tsherrill@bvccpa.com
713-353-1998
BIO VCARDLINKEDIN

David_Phelps

David Phelps

Business Advisory Shareholder, CPA
dphelps@bvccpa.com
713-353-1941

BIO VCARDLINKEDIN

Terry Sherrill - BAS Overview

Fast Facts

  • Our team is composed of CPA’s, Certified Internal Auditors, Certified Internal Controls Auditors and Certified Fraud Examiners
  • Briggs & Veselka professionals have worked in industry as regulators, financial professionals and as compliance officers
  • We bring deep industry experience in all major industries resulting in practical insights and short learning curves on new engagements
  • Our focus on growing entrepreneurial companies means a right-sized approach that is cost-efficient and effective
Find All Advisory Services Professionals
    David Phelps Business Advisory Shareholder, CPA dphelps@bvccpa.com 713-353-1941 EDUCATION B.S ...
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    Terry Sherrill Business Advisory Shareholder, CPA tsherrill@bvccpa.com 713-353-1998 EDUCATION B.B.A. in ...
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