Our team

The people who move your business forward.

GLOBO Advisors is built for one kind of client: the owner of a privately held or family business. For more than two decades, our advisors have helped owners work both sides of ownership at once: the value of the business, and the life it's meant to make possible.

Leadership

The partners behind the method

Ronen Shefer

Ronen Shefer

Founder & Managing Partner
Author of The Graduate Level of Business Ownership

Ronen co-founded ROCG Consulting in 2004 and has spent more than two decades advising owners of privately held and family businesses across North America. That work kept leading him to a single conviction: the owners who thrive are not simply the ones with the best numbers. They are the ones who learn to connect the business they built to the life they actually want. That conviction led him to write The Graduate Level of Business Ownership with Terry, making the approach teachable, practical, and repeatable. The transition from ROCG to GLOBO Advisors was the natural next step: a practice built entirely around that methodology, focused on both the value of the business and the life it is meant to fund.

Terence Shepherd

Terence “Terry” Shepherd

Retired Partner
Co-Author of The Graduate Level of Business Ownership

For more than 35 years, Terry advised owners of closely held and family businesses, informed by his own experience owning and operating companies across commercial real estate, mining, hospitality, and professional services. His work centered on business exit and transition planning, value-growth planning, and strategy: the disciplines that sit at the heart of The Graduate Level of Business Ownership. Although retired from active engagements, Terry's thinking remains foundational to the GLOBO methodology and continues to shape how we help owners connect business value, personal freedom, and what comes next.

Nevin Groce

Nevin Groce

Partner · Director of Owner Engagements

Nevin ensures that every engagement stays focused on what the owner actually came to accomplish. With more than 20 years of operational leadership experience, he has led diverse teams, launched start-ups, owned businesses, and advised companies across a wide range of industries. His work centers on translating ownership goals into measurable business outcomes: clarifying processes, identifying the gaps that quietly drain value, and building practical, cost-effective solutions that strengthen revenue, competitiveness, and execution.

Our advisors

GLOBO Coaches

Experienced advisors who've been in the room before, working shoulder to shoulder with owners across North America, each bringing a particular depth of expertise to the work.

Rob Moore

Rob Moore

Seattle, Washington

Rob helps owners build financially and operationally stronger companies, with practical solutions that respect both the budget and the people involved. He works closely on driving business value and improving cash flow, and shares what he's learned through articles and seminars written for owners.

Lyle Dickson

Lyle Dickson

Vancouver, British Columbia

Lyle brings 35 years of guiding owners and their families through every stage of ownership, from start-up to sale or succession. He has advised on countless ownership transitions, on both the buy side and the sell side, with particular depth in intergenerational transfers, where business and family considerations meet.

Stephen Reisler

Stephen Reisler

Montreal, Quebec

For more than 25 years, Stephen has helped entrepreneurs prepare themselves and their businesses for a successful exit. He is known for growing company value and for developing strong, capable management teams that let owners step back with confidence, and is a frequent speaker on business exit and transition.

Lewis Hunter

Lewis Hunter

Jacksonville, Florida

Lewis works with founders, many of them in engineering and technical firms, who are ready to pour less of themselves into day-to-day operations and more into what comes next, in business or in life. He helps them build the structure and clarity that makes that shift possible.

Work with an advisor who's been there before.

Every owner's situation is different. The best first step is a short, honest conversation about where you are, where you want to go, and what your business needs to make that possible.