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.