North America
Boston 5

Our Local Leaders

Terence Shepherd
Terence Shepherd, CM&AA, CPA, MST Principal, Founding Member
Carl Goldstein
Carl Goldstein, CPA Principal, Founding Member
Joe Vajda
Joseph J Vajda, MBA Senior Consultant
Jenn Moore
Jenn Moore Business Transition Consultant

Recent Projects

One of the first things prospective buyers look at is the strength of your management team. Our hands-on mentoring program is designed from an extensive SWOT analysis customized to each business.

Terry Shepherd – Managing Partner of ROCG’s Boston office recently wrote an article that was published by the Cape Business Journal. To read more click here…

Prior Events March 15, 2013

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Our Local News

Greater Boston Convention and Visitors Bureau names new CEO

The Greater Boston Convention and Visitors Bureau has named Martha Sheridan as its next president and CEO effective Feb. 15, making her the second woman to lead a tourism bureau in a major U.S. market. Sheridan will succeed Pat Moscaritolo, who will retire on Feb. 14 after 28 years leading the organization. Moscaritolo worked to establish Greater Boston as a global destination, bringing events such as the World Cup, the Democratic National Convention, the Major League Baseball All-Star Game, Tall…

Fidelity picks tech exec to lead money managers

Asset management executives like to say that these days, they consider their companies to be technology firms as much as they do investment firms. On Friday, Fidelity Investments offered more evidence for that new adage. The company named one of its top technology executives, Steve Neff, to serve as head of asset management, one of the highest-ranking positions at the investment giant. Neff will replace Charlie Morrison, who will soon retire from Fidelity after more than three decades at the company,…

Boston startup Airfox to pay $350K fine over cryptocurrency sale

Airfox, a Harvard-born startup that last year held the largest public cryptocurrency sale in Boston, has agreed to pay $350,000 in penalties to state and federal financial regulators as part of a settlement related to the sale. As part of the settlement, Airfox will also allow investors in its cryptocurrency sale, which raised $15 million, to reclaim the money they spent, plus interest. In October 2017, Airfox sold cryptocurrency "tokens" — a process called an initial coin offering, or ICO —…