Bud Terrell

Providing CFO Services and Business Transition Services in Los Angeles and Orange Counties


About Bud

Bud Terrell

Seal Beach, CA CFO

28 Years of Experience

Direct Contact


office 562-715-3517


University of Southern California - Master of Accounting

University of Southern California - Bachelor of Science, Accounting

Certificates & Licenses:

Certified Public Accountant, California No. 120157

Licensed Real Estate Broker, California No. 01910288

Licensed Mortgage Loan Originator, NMLS No. 1096216


Part Time Adjunct Professor of Accounting and Finance - Cerritos College, Cerritos, California

Contact Bud Terrell and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

Bud’s Bio

Bud is a results-oriented finance and accounting professional. He is a CPA with 27 years experience as a finance executive (CFO, VP Finance, Controller) for companies in various stages of maturity -- startup, high-growth, slow-growth, turnaround. Bud has significant experience in the following areas:

  • Strategic planning, budgeting, and forecasting
  • Accounting systems implementation and general ledger setup
  • Modeling and performance analytics
  • Internal controls development and oversight
  • Financial reporting (internal and external)
  • Monthly close procedures and financial statement preparation
  • Debt and equity financing and bank compliance
  • Audit preparation and oversight
  • Federal and state tax filings
  • Federal and state licensing compliance

Since 2009, Bud has served as Chief Financial Officer of Cal RE Fund Management, a privately held real estate investment management company overseeing the acquisition, restructuring, and liquidation of $350 million of non-performing whole mortgages and bank-owned residential real estate assets (REO). Bud was responsible for the financial management processes, capitalization, and compliance.

Prior thereto, Bud served as Senior Vice President, Finance and Administration (CFO) for Sendio, Inc., a venture-backed developer of e-mail security solutions for enterprise customers and Senior Vice President, Finance (CFO) for NWP Services (National Water & Power), the nation's leading utility billing, sub-metering, and energy management company serving the multifamily housing industry.

Bud has also held CFO level positions with three privately-held companies in the mortgage, investments, and manufacturing industries, and began his career in the Los Angeles office of Price Waterhouse, where he became licensed as a Certified Public Accountant in 1990.

Contact Bud (562) 715-3517


Your Name (required)

Your Email (required)


Your Message

Input this code: captcha

Recent Articles

Dec 6Bud Terrell

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Dec 6Bud Terrell

Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for business transition work and widespread adoption of the firm’s proprietary exit strategy software. The summary, completed through a survey of the firm’s 233 Partners in