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Our Local Leaders

Terry-2015-12-V2-Copy
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

Click here to view past events and feel free to contact if you want to book these topics for your next event or trade association conference

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Our Local News

With competitors making cuts, BlackRock looks to grow in Boston

The office is looking to add employees on its sales desk and to its sustainable-investing team.

Delta sees big growth in Boston as airline looks to reclaim Logan terminal

Delta's $500 million terminal at Logan might finally be back in its hands soon.

Fidelity takes action to address ‘yearslong’ employee conduct issues, says WSJ

Fidelity Investments’ stock-picking division held an emergency meeting last Monday to address inappropriate workplace conduct, including sexual harassment, amid a “yearslong problem,” the Wall Street Journal reported Sunday morning. The news organization reported that Robert Chow, described as a “longtime employee,” resigned earlier in October after “allegations that he made inappropriate sexual comments to colleagues," according to people familiar with the matter,” WSJ said. The…