About TAG
Strategic Business Consulting & Transformation Excellence
TAG... We're it!
Transforming Businesses Through Strategic Excellence
Terrell Advisory Group (TAG) is a premier strategic consulting firm dedicated to helping organizations achieve their maximum potential through innovative solutions and operational excellence. With over 40 years of proven experience, TAG has established itself as a trusted partner for businesses seeking transformational growth.
Our approach combines strategic vision with hands-on implementation, ensuring that our clients not only develop comprehensive plans but also execute them successfully. We focus on sustainable growth, operational efficiency, and building high-performing teams that drive lasting results.
Meet Our
Visionary Leader
Discover the expertise and passion driving TAG's transformational success
Visionary Leadership
Marvin Terrell is the CEO of TAG, bringing four decades of distinguished leadership in corporate operations and entrepreneurship. His extensive career encompasses managing C-Suite teams while serving as a Board Member and COO across multiple organizations, where he has consistently driven transformational growth and operational excellence.
Currently, Marvin works as an Operating Partner with private equity firms nationwide, leveraging his deep expertise in business transformation and value creation. His background also includes significant experience with investment banking firms, providing him with comprehensive insights into corporate finance and strategic transactions.
Financial Services Excellence
Marvin's financial services expertise includes managing over $1B in private label card marketing and management, $500M in patient financing receivables, and growing Credit Processing Centers to over $60M in a 12-month period. His strategic approach to financial operations has consistently delivered exceptional results across multiple sectors.
Healthcare & Dental Leadership
Specializing in dental coaching with groups valued from $100M to $200M, Marvin provides CEO coaching, operational coaching, and acquisition structure development for dental startups. His expertise in clinical development and expansion has helped organizations grow from $20M to $100M valuations and expand from 10 to 40 locations with complete office and back-office setup.
In medical group consolidation, Marvin led the consolidation of 6 groups with $75M in revenue, negotiated Investment Banker and PE LOIs, and created post-closing 100-day integration plans used by PE firms.
Strategic Consulting & PE Advisory
Marvin's comprehensive services include management recruitment and training, PE consulting, financial review and practice valuations, and acquisition structure development. His ability to translate complex business challenges into actionable strategies has made him a sought-after advisor for executives and organizations seeking breakthrough results and sustainable growth.
Our Expert
Team Members
Meet the talented professionals who bring TAG's vision to life

Dr. Peter Chen
CSO/Partner
Chief Strategy Officer & Partner
Dr. Peter Chen is the Chief Strategy Officer and Partner at TAG, bringing elite academic training and strategic clinical leadership to the organization. Dr. Chen's foundation in evidence-based care and advanced clinical techniques informs TAG's clinical strategy, provider development, and multi-site growth.
He earned his Doctor of Dental Medicine from Tufts University and completed a three-year endodontic residency at Harvard, where he also received a Master of Medical Science in Oral Biology. He spent 15 years as a faculty member at Harvard School of Dental Medicine, mentoring future specialists and contributing to clinical education and innovation.
Leveraging his academic rigor and operational expertise, Dr. Chen has built and scaled multiple high-performing practices with strong EBITDA outcomes. At TAG, he supports clinical standards, real estate and de novo development, and international collaboration around emerging healthcare technologies.

Amos Terrell
CIO/Partner
Chief Information Officer & Partner
Amos Terrell is a senior healthcare IT executive and consultant with decades of experience leading technology strategy, infrastructure, cybersecurity, and enterprise systems for multi-location healthcare and dental organizations. He has served as a Chief Information Officer for more than 15 years, guiding enterprise technology planning, budgeting, and operational execution for growing organizations—including expansion across multiple locations and several states.
Amos specializes in building scalable, secure platforms that support growth for private equity firms, DSOs, DMOs, and multi-site medical and dental groups, including network architecture, data center strategy, VoIP/call center systems, vendor management, and enterprise software selection and deployment. He brings a disciplined, hands‑on approach to technology modernization—focused on reliability, standardization, cost control, and risk reduction—while supporting compliance and patient data protection requirements such as HIPAA.
He holds a Master of Science in Information Technology and an Information Assurance & Security Certificate, and has completed doctoral coursework in Information Technology with one remaining residency to finish the program. With a proven record of leading large‑scale initiatives and infrastructure transformations, Amos helps healthcare organizations strengthen IT foundations, streamline operations, and scale with confidence through expansion and acquisition.

Jeff Ranoull
COO
Chief Operating Officer
Jeffrey Ranoull is an accomplished executive and business consultant with more than 30 years of experience in financial management, strategic planning, acquisitions, and operational leadership. He has held senior leadership roles including Chief Operating Officer and Vice President, overseeing accounting, acquisition, marketing, clinical operations, and proprietary lab environments across multi-entity organizations.
Jeffrey has successfully guided doctors and organizations through practice acquisitions, organizational change, advised DSOs on full‑arch partnership strategies, and supported founders through practice sales and growth initiatives. His leadership helped scale a single site dental practice into eight nationwide full‑arch practices while increasing annual revenues from $10M to $48M.
Known for his analytical approach and hands‑on leadership style, Jeffrey brings deep expertise in financial management, process improvement, and revenue optimization, helping organizations grow sustainably while enhancing long‑term value.

Steven Gottlieb
Director of IT Operations
Director of IT Operations
Steven brings over two decades of experience building, operating, and leading enterprise technology environments across higher education and the private sector. His background includes designing and modernizing large‑scale networks, migrating legacy telecommunications and security systems to scalable IP‑based platforms, and leading technology teams through periods of operational change.
In the private sector, Steven partners with DSOs and other multi‑site group practices to support growth and value creation. He specializes in technology due diligence, post‑acquisition integration, and IT standardization, helping organizations mitigate operational risk, control costs, and scale efficiently across heterogeneous systems. His work enables portfolio companies to integrate acquisitions faster, maintain uptime, and build secure, repeatable technology foundations that support long‑term growth and exit readiness.

Daniel W. Williams
Director of Cloud & DevOps
Director of Cloud and DevOps Platforms
With over three decades of technical intuition and hands‑on expertise, Daniel W. Williams is a seasoned engineer specializing in bridging complex on‑premises legacy systems and high‑availability SaaS environments. His career is defined by a unique ability to architect secure, scalable infrastructures that protect sensitive data while maintaining the agility required for modern software delivery.
Daniel's most recent focus has been on Healthcare IT and Cloud Innovation. He has helped spearhead the digital transformation of medical and dental offices by migrating critical patient data to a robust SaaS environment. Key achievements include hybrid cloud architecture, designing on‑premises multi‑node cloud services, ensuring High Availability (HA) for databases and Windows Terminal services, secure networking utilizing SD‑WAN technology to create statewide networks connecting physical offices back to AWS, achieving a 99.84% SLA and a bulletproof Disaster Recovery (DR) plan, and compliance‑first engineering navigating HIPAA and PCI DSS requirements.
Daniel's background spans the entire evolution of the modern data center. From building data centers from scratch at CEDAR Document Technologies to managing full‑stack development for platforms with over 1 million members at National Book Swap, he brings an "SRE mindset" to every project. He is a polyglot engineer, comfortable writing in PHP, Bash, and Go, while managing the underlying Linux systems, MySQL clusters, and DevSecOps pipelines that keep applications running.
His experience as a Sr. Security Engineer informs his architectural decisions, ensuring that firewalls, load balancers, and IDS systems are baked into the infrastructure rather than bolted on. Daniel continues to provide vision and direction to technical teams, turning complex infrastructure challenges into streamlined, secure, and highly available SaaS solutions.

Nikki McCray
Director of Finance & RCM
Director of Finance & Revenue Cycle Management
Nikki McCray is a financial and healthcare operations leader with more than a decade of experience in dental and healthcare administration, including over six years in Financial Director and Revenue Cycle Management leadership roles. She is recognized for strengthening revenue performance, improving operational efficiency, and enhancing both patient experience and team productivity across multi‑provider healthcare environments.
Nikki brings deep expertise in revenue cycle oversight, accounts receivable optimization, billing integrity, insurance verification, and patient financial coordination, along with a proven ability to lead high‑performing teams, implement scalable process improvements, and ensure regulatory compliance.
She holds a Bachelor of Science in Healthcare Administration and is highly proficient in leading industry platforms. Known for her practical, people‑centered leadership style, Nikki provides thoughtful operational insight and strategic guidance that support sustainable organizational growth.

Noelle Pearson
Marketing Director
Marketing Director
Noelle Pearson serves as Marketing Director at TAG, overseeing the organization's marketing strategy and brand presence, working to connect TAG's services with the clients and partners who can benefit most from what the organization offers.
Her role encompasses developing and executing comprehensive marketing initiatives across digital and traditional channels, ensuring consistent messaging and brand alignment throughout all client-facing communications. She collaborates closely with leadership and cross-functional teams to translate organizational goals into targeted campaigns that drive awareness, engagement, and growth.
Our Expertise Portfolio
Financial Growth
Proven track record of driving revenue growth and operational efficiency across multiple industries.
Strategic Planning
Comprehensive strategic planning services that align business objectives with market opportunities.
Leadership Development
Executive coaching and leadership development programs that build high-performing teams.
The Three P's Philosophy
TAG's proven framework for sustainable business success
The central idea behind everything we do.
People
Take care of your people first by giving them clear direction, competitive compensation, and support in a non-threatening environment.
Patients
When you take care of your people, they will take care of your patients with excellent experiences and lasting trust.
Profit
When both people and patients are well cared for, profit naturally follows with sustainable long-term growth.
People → Patients → Profit
A virtuous cycle that drives sustainable success
Industry Expertise
Four decades of transformational leadership across multiple industries, delivering measurable results and sustainable growth.
Medical Industry
Led consolidation of 6 medical groups with $75M in revenue. Negotiated investment banker and PE LOIs, created post-closing 100-day integration plans used by PE firms.
Dental Industry
Successfully executed turnaround strategy for a small ophthalmic manufacturing firm, implementing operational improvements and strategic repositioning for sustainable growth.
Ophthalmic Manufacturing
Successfully executed turnaround strategy for a small ophthalmic manufacturing firm, implementing operational improvements and strategic repositioning for sustainable growth.
Restaurant Industry
Provided strategic consulting and operational improvements for restaurant operations, focusing on efficiency, customer experience, and profitability enhancement.
Pediatric Healthcare
Strategic consulting for pediatric healthcare groups, implementing best practices in patient care, operational efficiency, and practice growth strategies.
Clinical Dental Manufacturing
Led strategic growth and sales organization development for clinical dental manufacturing company, successfully scaling from $40M to acquisition by a large pharmaceutical company.
Why Choose TAG
Partner with a proven leader in business transformation and strategic excellence
Proven Track Record
40+ years of delivering measurable results across healthcare, financial services, and technology sectors with billions in managed portfolios.
Hands-On Leadership
Direct access to executive-level expertise with personalized strategies tailored to your unique business challenges and opportunities.
Sustainable Growth
Focus on long-term success through strategic planning, operational excellence, and building high-performing teams that deliver lasting results.
Industry Expertise
Deep knowledge across multiple sectors including healthcare consolidation, dental practice growth, and financial services optimization.
Rapid Implementation
From strategy to execution, we ensure swift implementation with comprehensive 100-day integration plans and ongoing support.
Trusted Partnership
Built on integrity, transparency, and unwavering commitment to your success with confidential, ethical consulting practices.
Ready to Transform Your Business?
Let's discuss how TAG can help you achieve breakthrough results and sustainable growth.

