Position/Title: Business Succession Expert & Speaker
Jim is a nationally recognized expert in the area of exit planning for privately held business owners, as well as best practices, advanced wealth issues, and managed asset strategies.
Foreward in "How to Run Your Business So You Can Leave It in Style" by John Brown and Irv Sternberg
Accredited Estate Planner
Masters of Science in Financial Services at the American College
BBA in Marketing from the University of Texas at Austin
With more than 26 years of experience in this area, Jim has seen the Good, unfortunately, the BAD, and occasionally the UGLY, in the area of exit and continuity planning.