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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

See all recent Boston news/projects

Local Events

Getting ready for a sale or transition out of your business is a critical step. Join this expert panel of business transition specialists and learn the critical success factors and landmines that can disrupt the process including Exit Planning Basics, Increasing Business Value, Buyer Multiples, and Private Equity Investors.

Our Local News

Report: 445,000 Mass. residents would lose insurance in five years under GOP plan

A study commissioned by the Blue Cross Blue Shield Foundation contends that the Republican bill to repeal and replace the Affordable Care Act would cost Massachusetts $1.4 billion annually and cause nearly half a million residents to lose health insurance by the time it's fully implemented in 2022. The analysis, performed by the Urban Institute, looked at the bill approved by House Republicans in early May, called the American Health Care Act. The bill is currently being reviewed and reworked by…

Davis Cos. proposes 13-story housing complex in Boston’s South End

One of the busiest stretch of blocks in Boston could get even busier with a residential proposal from The Davis Cos. Davis Cos., a Boston-based real estate development company, has proposed a 155-unit housing complex at 112 Shawmut Ave. in Boston’s South End neighborhood, according to a May 22 letter of intent filed to the Boston Planning & Development Agency. The project site is a block away from National Development’s Ink Block mixed-use residential development, where a 76-unit condo building…

ViewPoint: With a tight federal budget, here's where to focus clean energy research funding

The U.S. Department of Energy spends US$3-$4 billion per year on applied energy research. These programs seek to provide clean and reliable energy and improve our energy security by driving innovation and helping companies bring new clean energy sources to market. President Trump’s detailed budget request reportedly will ask Congress to cut funding for the Energy Department’s clean energy programs by almost 70 percent, from $2 billion this year to $636 million in 2018. Clean energy advocates…