Jim is one of the most trustworthy people I’ve ever gotten to know in my time as an entrepreneur. His ability to marshal resources for his clients, make connections and bring value beyond simply executing on an agreement shows his dedication to doing the right thing. I’ve recommended Jim to many others and will continue to do so.
Albert C.

From the Blog

The Exit Planning Review – Cash Flow Forecasting: The Ultimate Reality Check

In past issues of The Exit Planning Review, we have looked at why cash flow is so important to third party buyers, and by extension, to sellers of closely held companies. In short, a seller must demonstrate an increasing stream of cash flow from the business. Without a healthy cash flow, a buyer may pass over […]

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