Jim's professional focus has been geared toward providing business and securities valuation services to enable clients to make better decisions and reduce their exposure to compliance issues. Jim has over 20 years of experience in business valuation and financial and marketing consulting. Jim joined Pinnacle Healthcare Consulting in 2008 with focus on providing valuation opinions to support transactions for mergers, acquisitions, and joint ventures in the healthcare industry. His areas of expertise include dialysis companies, ambulatory surgery centers, diagnostic imaging, cardiac cath labs, medical devices, biotech, community, specialty and critical access hospitals, and physician practices, among others. In addition to valuing the debt and equity of healthcare businesses, Jim also assists clients in the valuation of intellectual property including patents, trademarks and trade names, trade secrets, and in process research and development.
Prior to joining Pinnacle Healthcare Consulting, Jim spent eight years with Quist Valuation where he provided middle market clients with services including: valuation analyses performed for mergers, acquisitions and corporate finance, fairness opinions, purchase price allocations, goodwill and intangible asset impairment, employee stock ownership plans, executive compensation, and gift and estate tax compliance. Jim has assisted clients in a variety of industries, both nationally and internationally.
Prior to joining Quist, Jim co-founded a boutique management consulting firm, working with Fortune 500 companies assisting management with strategy formulation, acquisition analysis/due diligence, tactical response to moves by competitors, market positioning and market entry feasibility.