Carl Goldstein

ROCG Americas is an international advisory and consulting firm assisting business owners in transitioning their companies successfully from one stage of business to the next. Every company is in transition and ROCG consultants service business owners throughout all stages of business; start-ups, established businesses who may be struggling, businesses looking to expand their products/services as well as expand their businesses globally, and owners who are ready to begin planning their final transition (the business' exit). Each stage presents obstacles and having someone besides the business owner helping to clear those obstacles and keep the implementation smooth is essential. ROCG Americas advisors and consultants are the Business Transition Specialists as they have years of experience in running companies and guiding companies throughout the different stages of business transition. They assist business owners in viewing their companies holistically with the end sale of the company in mind helping the business owner to build value in the company daily to ensure a profitable sale. ROCG Americas Business Transition Specialists work with owners of small to medium sized business guaranteeing results and partnering alongside the business owner.

All accountants tell you that they will provide good services and consult with you when you need them. So how do you differentiate and choose from a group of people all saying the same thing? At Shepherd and Goldstein, it’s the implementation of “1,000 little things” that make the difference. In fact, we are so confident with the level of service we provide to our clients that we have established a unique written “guarantee” that allows you to pay only for our actual performance. Some of the “little things”... Our Guarantee All of our work is guaranteed. You are the judge of the end product, and if you believe that you have not received a measurable value for a particular service, you may withhold your payment.* Customer Focus - Starts Day One Upon being hired, all new members of our team of professionals must complete an intensive customer service training program. S&G Awesome Service Delivery University Three to four times a year we close our offices so that everyone may take part in our customer service training. This allows us to continuously raise our level of service through ongoing education, the sharing of ideas and discussions on how to improve our services. Director of Awesome Service This position’s sole focus is the needs of our client’s and our consistent delivery of awesome service. New Client Meeting/Interview By speaking with you personally, we learn about your expectations, end-in-mind vision and any past frustrations dealing with other professionals. This provides us with the individual blueprint to build your personal plan. Monthly/Quarterly PR Phone Calls We make an effort to routinely get in contact with you to keep a pulse on our service and answer any small tax or business questions you may have. It’s important to us that we continually nurture the partnership between you and our team of professionals.