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Terry Shepherd 

ROCG Consulting

about Terry


Terry Shepherd, CM&AA, CPA, MST, has advised small/medium-sized, family owned/closely held businesses for over 35 years. His particular business areas of expertise are in business exit and transition, value growth and strategic planning and execution. In his business transition consultation work he is a catalyst in guiding owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon exit. He is especially skilled in understanding the emotional attributes involved with transition, and has vast experience assisting family ownership transfers. He is a Principal and founding member of ROCG.

About ROCG Consulting

ROCG North Americas is a full services business consulting firm specializing in business transition and business exit services for privately owned and family businesses with offices throughout the United States and Canada. We work alongside business owners to re-energize the business model, define what they need from the company to support their personal and financial needs, and set the milestones accordingly to ensure everyone works with the end goal in mind. Whether you are looking to start a business, grow it, or exit from it, ROCG can help you successfully transition your company from one phase to the next!

For further information about ROCG Consulting, please visit  


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