Terry Phinney of Phinney Caldwell Growth is a member of XPX Greater Boston

Terry Phinney


Dedham, Massachusetts

Professional Profile

Call Me When

Call Me When... A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

Contact Method



  • Consultant
  • Professional Certifications

    Functional Expertise

  • Business development
  • Change Management
  • Culture
  • Facilitation
  • Family business
  • Human Resources
  • Management succession
  • Operations
  • Organizational development
  • Sales
  • Strategic planning
  • Turnarounds
  • Exit/Transition Planning
  • Business Focus

    Organizational and Operations improvement and management succession

    Transition Planning Certification

    Client Industries

  • Business Services
  • Manufacturing
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    family businesses that are in the driver's seat for wealth preservation and transition


    Greater Boston Individual

    Member Since

    Member for 11 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX