Experience
With over 30 years of business advisory, private equity, and public accounting management experience, Jim is the president of the firm's assurance and tax practice group. He leads a team of experienced associates and managers to deliver excellent client service and works closely with his team to ensure the high-quality execution of client projects and goals.
Jim is also responsible for developing new services and identifying opportunities for industry expansion. He has strong entrepreneurial skills including expertise in mergers and acquisitions, as well as the experience of building two regional offices within Meaden & Moore.
Jim is passionate about helping clients succeed. He understands that for many closely held businesses, it’s not just about the numbers, but also the impact the business has on its owners and their families.
In addition, Jim has years of strategic Exit Planning experience in impacting multi-generational family business.
Jim is also the Regional Chairman for North America on the AGN International board, where he collaborates with other AGN board members and top US CPA Firm Executives on critical industry projects, providing innovative ideas, and assisting other members and their clients with the latest industry challenges.
Areas Of Specialization
- Assurance Services
- Family Advising & Succession Planning
- Operational Improvements
- Inventory Management and Costing Issues
- Mergers & Acquisitions
- Private Equity
- Exit Planning and Transition Issues
Education
Ohio University, Bachelor of Business Administration in Accounting and Human Resource Management
Professional Development
- American Institute of CPAs
- Ohio Society of CPAs
- AGN International, Regional Chairman for North America
- American Production and Inventory Control Society
- Exit Planning Institute
- CEPA Certified Exit Planning Advisor, Inactive
- Vistage
- Association of Certified Fraud Examiners
Community/Philanthropic Involvement
- Cleveland Baseball Federation, Board of Directors
- Ohio Society of CPAs Foundation, Board of Directors
- Leadership Akron, Past Board of Directors
- Bluecoats of Summit County, Past, Board of Directors,
- Walsh Jesuit High School, Past Board of Directors
