For smaller privately-held organizations, Jim has worked with a number of clinic and multi-location businesses leveraging his expertise as a landlord and knowledge or related financial modeling.  Clients have included: 

  • Dental and Denture Implant Clinics

  • Laser Facial Clinics

  • Tool Distributors

  • Food Delivery Business

  • Software Development Firm

For all of these firms, projects included Fractional CFO related services for short and long range planning as well as financial close assistance.

"I've worked with Jim for several years and have always been impressed with his ability to think through complex issues, the importance he places on data quality, and critical as well as creative thinking related to the application of technology to business problems. Jim strives to work smart and appropriately challenges status quo."

Joe Chiapetta, SVP & CTO, 

Simon Property Group

“We hired Jim to provide us advice and insight relative to certain acquisitions we are entertaining.  Jim’s assistance in financial modeling and his counsel on capital raising strategy has been invaluable to our efforts.  He is uniquely positioned with his background to have insurance and technology knowledge relative to our business.  He is a trusted advisor for us at this early stage at a fraction of the spend we would have with a full time CFO.”

Sean Murray, Managing Director


Mutual Underwriters

"Jim and I worked together on a complex international deal that spanned a few years. I found Jim to be extremely experienced and knowledgeable in finance. He provided reliable and relevant information, made sound decisions and was a skilled negotiator. He always put forth an extra effort to ensure the transaction achieved the best results. Jim is very personable and a pleasure to work with and I look forward to working with him again."

Kristan Laden, US Transactions Counsel

Lasalle Investment Management 

"Jim combines a collaborative and level-headed spirit with a sharp command of finance, accounting and strategic thinking. This great combination of attributes helps him deliver great results in a thoughtful way and makes him a pleasure to work with."

Luke Zubrod, Director Strategic Initiatives, Chatham Financial