Terence Shepherd, Cmaa, Cpa, Mst Email and Phone Number
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Terence Shepherd, Cmaa, Cpa, Mst personal email
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Terry Shepherd has advised small and medium-sized, family owned/closely held businesses for over 30 years. His particular business areas of expertise are in business exit and transition planning, building business value, increasing profitability, strategic planning, business development, customer service and team development.Specialties: In his business exit and transition consultation work he is a catalyst in guiding owners to define and uncover their personal values, goals and objectives, which then drive all business strategies and solutions to ensure their end-in-mind objectives are met. He is especially skilled in understanding the emotional attributes involved with transition, and has vast experience assisting family ownership transfer including high level estate planning strategies.
Citrin Cooperman
View- Website:
- citrincooperman.com
- Employees:
- 1052
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PartnerCitrin Cooperman Jul 2024 - PresentWorcester, Massachusetts, United States
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Volunteer Executive DirectorWhy Me & Sherry'S House Jul 1985 - PresentGreater Boston AreaThe Why Me organization was conceived and created by 13-year-old Sherry Shepherd during her four year battle with cancer. She was the very first patient at the University of Massachusetts Medical Center when they first opened their pediatric oncology department. Sherry found many wonderful ways to lift the spirits of her fellow cancer patients as a means to ease their suffering. During her struggle with cancer, she became an inspiration to all who knew her, especially the other children… Show more The Why Me organization was conceived and created by 13-year-old Sherry Shepherd during her four year battle with cancer. She was the very first patient at the University of Massachusetts Medical Center when they first opened their pediatric oncology department. Sherry found many wonderful ways to lift the spirits of her fellow cancer patients as a means to ease their suffering. During her struggle with cancer, she became an inspiration to all who knew her, especially the other children being treated for cancer that she met. In the last months of her life, Sherry became determined to do something that would have a lasting value in the community to help children with cancer. With the help of her dad, she founded the non-profit organization WHY ME, which stands for Worcester Help for Youth, Memories Everlasting. Why Me is a Worcester Based non-profit organization created to help Central New England families cope with childhood cancer. Why Me is not affiliated with any national organization. All funds are raised directly by the Why Me organization and no funding comes from our hospital partners. Show less
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PrincipalRocg | Business Consulting, Business Transition, And Exit Planning May 2005 - Jul 2024Greater Boston AreaTerry was a Principal and founding member of ROCG, a boutique consulting firm specializing in exit and transition planning for privately owned enterprises.
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Managing PartnerShepherd & Goldstein Llp Jan 1980 - Jul 2024Greater Boston AreaFounding and Managing Partner
Terence Shepherd, Cmaa, Cpa, Mst Skills
Terence Shepherd, Cmaa, Cpa, Mst Education Details
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Accounting -
Masters Of Taxation
Frequently Asked Questions about Terence Shepherd, Cmaa, Cpa, Mst
What company does Terence Shepherd, Cmaa, Cpa, Mst work for?
Terence Shepherd, Cmaa, Cpa, Mst works for Citrin Cooperman
What is Terence Shepherd, Cmaa, Cpa, Mst's role at the current company?
Terence Shepherd, Cmaa, Cpa, Mst's current role is Author - Partner at Citrin Cooperman.
What is Terence Shepherd, Cmaa, Cpa, Mst's email address?
Terence Shepherd, Cmaa, Cpa, Mst's email address is te****@****ocg.com
What is Terence Shepherd, Cmaa, Cpa, Mst's direct phone number?
Terence Shepherd, Cmaa, Cpa, Mst's direct phone number is +150875*****
What schools did Terence Shepherd, Cmaa, Cpa, Mst attend?
Terence Shepherd, Cmaa, Cpa, Mst attended Bentley University, Bentley University - Mccallum Graduate School Of Business.
What skills is Terence Shepherd, Cmaa, Cpa, Mst known for?
Terence Shepherd, Cmaa, Cpa, Mst has skills like Small Business, Strategic Planning, Business Strategy, Strategy, Business Development, Management, Business Planning, Management Consulting, Strategic Financial Planning, Financial Analysis, Finance, Mergers And Acquisitions.
Who are Terence Shepherd, Cmaa, Cpa, Mst's colleagues?
Terence Shepherd, Cmaa, Cpa, Mst's colleagues are Alan Winton, Michael Forbes, Andrew Falchiere, Kathryn Zampino, Kitty Tsang, Robert Maestri, Mba, Edward Dratch, Cpa, Cff.
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