Jim recently joined PKF O’Connor Davies, LLP as a result of their merger with Flackman Goodman & Potter, LLP. He has over thirty years of experience providing accounting, tax, and audit services to some of the firm’s largest clients. Jim has diverse experience in other aspects of business services, tax, financial and estate planning, retirement plan consultation and administration, foreign tax, and accounting issues with emphasis on mediation and negotiation of shareholder agreements and disputes, and litigation support services for businesses and individuals. Jim has helped clients in obtaining financing, including providing sources, negotiation of terms, and preparation of loan documentation.
In addition to his role as managing partner at FGP, Jim was involved with FGP’s Transaction Advisory Service team, performing financial and accounting due diligence services in connection with mergers and acquisitions.