Jim is a Director in the Valuation Advisory Services practice of CohnReznick in <st1:ST1:PLACE w:st="on"><st1:ST1:CITY w:st="on">Chicago. He is a Certified Public Accountant (CPA) and has earned the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers and the Accredited in Business Valuation (ABV) designation from the AICPA.
Professional Experience:
During his 25+ year career, Jim has been involved in the valuation of over 500 companies representing industries such as manufacturing, distribution, healthcare, construction, retailers, and professional service providers. His emphasis has been on valuation and litigation support services with respect to privately-owned businesses. The results of Jim’s numerous valuation projects have been used for:
§ Income, gift, and estate taxes
§ Employee stock ownership plans
§ Mergers, acquisitions, and divestitures
§ Equity buy-in and redemption
§ Corporate recapitalizations, joint ventures, and strategic alliances
§ Divorce
§ Shareholder disputes
§ Strategic planning
§ Ownership succession
§ Buy/sell agreements
§ Corporate financial reporting
Testimony Experience:
Jim has served as an expert witness in state and local courts for a variety of legal proceedings including divorce, shareholder disputes, probate issues, commercial litigation and bankruptcy.