I’m Trey Michael, a CPA with a master’s degree in tax accounting and 16 years of experience in public accounting and business advisory. Alongside my public accounting work, I have spent 12 years serving in CFO and executive-level financial leadership roles within privately held companies. Throughout my career, I have advised businesses ranging from early-stage ventures with approximately $50,000 in annual revenue to established organizations generating more than $50 million annually. That range of experience has taught me that every business may be different, but owners often face the same challenge: making important decisions without having a clear, experienced financial perspective at the table. I specialize in helping small businesses, new business owners, and individuals work through practical financial and strategic questions. My experience also includes business growth, operational and financial performance, ownership transitions, business sales, and exit planning. I created Shepherd Business Advisory to provide practical, individualized guidance—not generic reports or one-size-fits-all recommendations. My role is to help you understand the decision in front of you, evaluate the available paths, and move forward with greater clarity and confidence.

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