S&G

Business Consultants & Certified Public Accountants

Terence J. Shepherd, CM&AA, CPA, MST

Managing Partner

Terry is the Chief Visionary responsible for the organization’s mission execution, strategic vision planning, strategy execution and operation oversight.

Expertise-

Terry has advised small/medium-sized, family owned and closely held businesses for more than 40 years. His particular business areas of expertise are in value growth planning, strategic planning and execution, business exit and transition planning, M &A advisory, and personal financial and estate planning.

Professional Affiliations

  • Member of the American Institute of Certified Public Accountants
  • Member of the Massachusetts Society of Certified Public Accountants
  • Member of the Alliance of Merger & Acquisition Advisors
  • Member of XPX Exit Planning Exchange

Notable Notables

  • Co-author of The Graduate Level of Business Ownership – The Secrets of Business Success and Personal Happiness – Released October 2022 and currently available at Amazon Books
  • Authored the White Paper entitled Business Transition/Succession – The Increased Risk of Incurring Catastrophic Losses and What you Can do to Avoid Them
  • Published in Multiple articles in professional and business publications
  • AICPA Public Service Award
  • Massachusetts Society of CPA’s Public Service Award
  • Speaker at various trade shows, Chamber of Commerce meetings and business conferences throughout the U.S. and Canada

Volunteerism

  • Founder and Chairman of the Board of Directors of Why Me, Inc. – a non-profit organization Helping Children with Cancer.

Education

  • Bentley College – Summa Cum Laude, B.S. Accounting
  • Bentley College – Masters of Science in Taxation