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With over 2 decades of experience as an active CEO, I now guide the executive team at SANTE Investments, leading the firm’s ambitious growth plans in private equity real estate. My journey in building and scaling businesses has equipped me with a wealth of knowledge that I am passionate about sharing. As a Business Guide at Next Level Growth, I help other entrepreneur-led companies maximize their enterprise value, leveraging my experience as a 6x Inc5000 CEO to drive strategic growth and operational excellence.In addition, I support ultra-successful entrepreneurs who have experienced a liquidity event, guiding them to new heights of personal and professional development. In a trusted and confidential setting at Tiger 21, we delve into topics such as wealth preservation, investing, family dynamics, philanthropy, legacy, and more, providing a low-pressure environment to navigate these critical aspects.My mission is to empower entrepreneurs to achieve their highest potential and create lasting impact in their businesses and personal lives.
Next Level Growth
View- Website:
- NextLevelGrowth.com
- Employees:
- 17
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Partner And Business GuideNext Level GrowthTempe, Az, Us
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Executive ChairmanSanté Investments Mar 2024 - PresentTempe, Az, UsAs Executive Chairman of the more expansive SANTE Investments, I am proud to be leading our firm’s growing capabilities and reach. Over the coming years we will be adding client-centric offerings focused on international real estate-related investments and opportunities. -
Chief Executive OfficerSanté Investments Jan 2013 - Mar 2024Tempe, Az, Us
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Founder / Managing DirectorSanté Investments Jan 2009 - Jan 2013Tempe, Az, UsFounded company SANTÉ Realty Investments which is not your typical real estate investment company. We take on the toughest challenges in real estate. By combining our team’s extensive real estate, construction, financing, taxation, and property management experience we develop custom solutions needed in today’s difficult real estate market.
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Partner & Business GuideNext Level Growth Jun 2024 - PresentPhoenix, Arizona, Us
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Chair - Tiger 21Tiger 21 Jul 2024 - PresentNew York, Ny, UsAs a Chair of TIGER 21, I lead a group of ultra-high net worth members to help them build the skill set to successfully transition from focused entrepreneurs to disciplined managers of wealth. Participating in professionally facilitated groups, members meet one time per month to harness the varied expertise and collective intelligence of their peers in confidential, feedback-rich learning conversations.TIGER 21 is the premier peer-to-peer learning network for ultra-high-net-worth individuals throughout the United States and Canada. Managing over $100B in aggregate investable assets, the members convene in their local communities to serve each other as a personal Board of Advisors. The goal is to help their peers improve their investment acumen and navigate common concerns regarding wealth preservation, estate planning, and the complexities of integrating wealth, family, and life. TIGER 21 provides a safe environment where its 1,500+ members learn, explore, and form relationships, making it truly a family away from home. Specialties: • Asset Management • Investments • Financial Advisor • Registered Investment Advisor • Investment Research • TIGER 21 • Money Management • Family Office -
Founder/PresidentParker Finch Management 2003 - Sep 2011As President of Parker Finch, I consulted home builders and developers on creating, organizing, and operating home owners associations (HOAs). Parker Finch's mission is to increase property values and to increase sense of community in the neighborhoods that it manages. In September 2011, I sold the company to The Management Trust. -
Consultant/Co-FounderThe Dyme Group Jul 2008 - Jul 2010The Dyme Group is a specialized consultancy focused on helping small to medium sized businesses boost Profitability.
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Consultant ManagerAccenture 1997 - 2003Dublin 2, IeTenure at Accenture (formerly Andersen Consulting) provided world-class training and experience as a business process consultant and technology implementation team leader for global 1000 clients in the US and Europe. -
ManagerAccenture (Formerly Andersen Consulting) 1997 - 2003
Jim Small Skills
Jim Small Education Details
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Harvard Business School Executive Education -
Thunderbird School Of Global ManagementBusiness Administration
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Arizona State UniversityBusiness
Frequently Asked Questions about Jim Small
What company does Jim Small work for?
Jim Small works for Next Level Growth
What is Jim Small's role at the current company?
Jim Small's current role is Partner and Business Guide.
What is Jim Small's email address?
Jim Small's email address is js****@****nal.com
What is Jim Small's direct phone number?
Jim Small's direct phone number is +148039*****
What schools did Jim Small attend?
Jim Small attended Harvard Business School Executive Education, Thunderbird School Of Global Management, Arizona State University.
What are some of Jim Small's interests?
Jim Small has interest in Children.
What skills is Jim Small known for?
Jim Small has skills like Entrepreneurship, Real Estate, Management, Investment Properties, Real Estate Development, Marketing, Strategy, Property Management, Investments, Leadership, Strategic Planning, Marketing Strategy.
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