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MEMBER PROFILE

 

Terence Shepherd

ROCG Consulting

 

Member profile details

Membership level
Greater Boston Sponsor
First name
Terence
Last name
Shepherd
Title
Founding Partner
Company
ROCG Consulting
 

XPX ROLE

Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Framingham
State
Massachusetts
 

PROFILE INFORMATION

Call me when
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
Profession
  • Consultant
Functional Expertise
  • Business development
  • Business growth
  • Business management
  • Change Management
  • Communications
  • Culture
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Facilitation
  • Family business
  • Financial Modelling
  • Leadership Development
  • Life Coaching
  • Management succession
  • Mergers
  • Organizational development
  • Retirement
  • Strategic planning
  • Training
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Wholesale/Distribution
Professional Certification(s)
CM&AA, CPA, MST
Transition Planning Certification or Methodology
CM&AA
In Business Since
1980
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