Terence Shepherd
Citrin Cooperman
Framingham,
Massachusetts
Professional Profile
Call Me When
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
Professions
Consultant
Functional Expertise
Business development
Business growth
Business management
Change Management
Communications
Culture
Employee engagement/ retention
Estate planning
Facilitation
Family business
Financial Modelling
Leadership Development
Management succession
Mergers
Organizational development
Retirement
Strategic planning
Training
Transaction advisory
Life Coaching
Exit/Transition Planning
Professional Certification
CM&AA, CPA, MST
Transition Planning Certification or Methodology
CM&AA
Client Industries
Business Services
Financial Services
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Wholesale/Distribution
Chapter information
Membership
Greater Boston Sponsor
Member since
Member for 10 years
Sponsorship Type
Silver
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