Professional Experience

Jim is an experienced business professional specializing in solving complex business problems and delivering outstanding client service.  His experiences include work in closely held family businesses, and companies and organizations in manufacturing, distribution, healthcare, emerging technology companies and information technology sectors.  He consults with businesses on issues including:  

  • Succession planning
  • Acquisition structuring
  • Compensation structuring for key employees
  • Captive insurance companies
  • Business incentives
  • Business structuring

Areas of Expertise

  • Business acquisitions and divestitures
  • Strategic planning
  • Compensation planning
  • Business valuations
  • Process improvement

Education and Certifications

  • Miami University, Bachelor of Science, Accounting
  • Certified Public Accountant, Ohio

Professional Associations

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants

Community Involvement

  • Cleveland Eye Bank, Board of Trustees, President
  • Cleveland Eye Bank Foundation, Board of Trustees, President
  • Cleveland Society for the Blind, Board of Directors, Past Chairman
  • The Eleanor B. Rainey Institute, Board of Trustees, Treasurer

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