Financial Poise

About Terence Shepherd

  • September 13, 2021

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Terence Shepherd

Terry Shepherd has advised small and medium-sized, family-owned/closely held businesses for over 30 years. His particular business areas of expertise are business exit and transition planning, building business value, increasing profitability, strategic planning, business development, customer service, and team development.

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 the transition and has vast experience assisting family ownership transfer including high-level estate planning strategies.

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