Roger Shepherd is a Chartered Accountant and governance expert with deep expertise in Employee Ownership Trusts (EOTs). With nearly 20 years of board experience, he has played a key role in establishing, growing, managing, and successfully selling an EOT-owned business.
Roger was instrumental in setting up the Business Control Solutions Group (BCSG) EOT, ensuring HMRC compliance and implementing a strong governance framework. As a trustee director, he oversaw financial management, trustee board formation, and regulatory obligations.
He subsequently led the successful sale of BCSG from an EOT to Accenture, managing stakeholder communications, due diligence, and legal approvals while ensuring maximum benefit for employee shareholders.
With experience as a CFO, COO, and company secretary, Roger brings strategic financial oversight to businesses navigating the complexities of EOTs. His expertise includes corporate governance, tax planning, and structuring exits from EOT ownership. Roger provides invaluable guidance for companies considering EOT transitions or exits, ensuring compliance, governance, and long-term value creation.
