Jim is the Managing Partner of EFPR Advisory, LLC and one of the founding members of StoneBridge Business Partners, an affiliated consulting firm. He’s a member of the firm’s Business Valuation, Litigation Support & Forensic Services Group and other nontraditional accounting services.
With more than 25 years at EFPR, Jim is a full-time management consultant, traveling extensively throughout the country. During his career, he’s helped safeguard some of the largest Fortune 1000s from fraud and abuse and has assisted in the identification and recovery of millions of dollars back to the affected parties. His experience is mainly concentrated in the healthcare distribution and franchise fields, where he’s worked with 50+ top franchisors in the U.S.
What excited you about joining Springline?
The opportunity to collaborate and work with like-minded professionals in other regions of the country to expand the opportunities for our respective team members and clients.
What’s something about you that most people at work don’t know?
One of my favorite personal hobbies involves building design and construction. I love bringing construction and rehab ideas to life, including the adaptive reuse of historical structures.
Describe what our credo “Scale with Soul” means to you.
Building and growing an organization while taking care of the people who got you to where you are today.
What unique perspective do you bring to Springline?
Professionally speaking, I’ve worked in all aspects of public accounting including audit, tax, and consulting, and even taught as an adjunct professor. As EFPR’s managing partner, I’m very hands-on, from the finances and tax preparation to our AI strategy. My vast skill set works well in building collaborative partnerships with other professionals outside of our organization for everyone’s mutual benefit.
How do you see the future of middle-market accounting and business advisory firms evolving?
There’s a great opportunity to fill a growing void being left by the continued absorption and consolidation of mid-sized accounting firms around the country.