Jim Farrell Email & Phone Number

With over 30 years of experience in various high-level roles, including Chief Financial Officer (CFO), owner/operator, private equity investor, and board member, I have developed a comprehensive and robust background in multiple facets of business operations. My expertise spans across operations management, mergers and acquisitions, divestitures, and strategic investing. This extensive and varied financial and operational experience has equipped me with a unique and valuable skill set. As a financial advisor, I leverage this diverse expertise to provide insightful and strategic guidance, helping clients navigate complex financial landscapes and achieve their business objectives. My ability to integrate financial acumen with operational insights allows me to offer a holistic approach to financial advising, ensuring that all aspects of a client’s business are considered and optimized for success.

Morristown, New Jersey, Us

Financial Executives International (FEI) is a leading association comprised of members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances member professional development through peer networking, career management services, conferences, research and publications.

Headquartered in Dallas, Texas, Conquest is a nationwide architectural and engineering consulting company headquartered in Dallas, Texas. Our team has devoted over 40 years to becoming subject matter experts in architectural, engineering and development services for our nationwide portfolio of clientele.

Frisco, Texas, Us

EBB Group is a full service, mid market business brokerage firm specializing in mergers and acquisitions. We represent companies with enterprise values from $10-$200 million. As a Director, Jim's role is to lead or be part of a three person team through the entire process of selling a business including; executing the engagement letter, performing a financial analysis, carrying out an evaluation analysis, creating marketing materials, crafting the Confidential Information Memorandum, creating a prospective buyer list, reaching out to potential buyers, finding and negotiating with the right buyer to get the best price, working with the attorneys on both sides of the transaction, overseeing all of the details through to the successful closing.

Garland, Texas, Us

www.globusmanage.comGlobus Management Group, LLC specialize in construction services for commercial and residential customers. Globus has specialty divisions for multifamily, residential, roofing, commercial, home owner associations (HOA), and service. Through dedication and commitment, our company has become one of largest contracting firms in the southwest.With our main office in Dallas/Ft Worth, Globus is able to service growing clientele throughout the United States. Through a unique combination of employees and key partners your project will be handled from beginning to end with the goal of eliminating problems and ensuring a timely and smooth completion. This partnership gives Globus the advantage of delivering your project on time and within budget.

Plano, Texas, Us

AIT - Technology Manufacturing - Specializing in industrial automation for 20 years, AIT is the dominating global provider of turnkey factory automation and aerospace tooling, including the design, fabrication, installation, and maintenance of fully integrated plant-floor systems.

Executive leader responsible for the filing of a registration statement with the Securities and Exchange Commission to convert a $600,000,000 oil and gas royalty trust NYSE listed equity to a growth oriented master limited partnership. Duties included all facets of the design, preparation, and strategy of the registration statement.• Arranged $150,000,000 financing to support growth strategy• Prepared and implemented road show strategy • Successfully filed a registration statement

CPA AND CONSULTANT, DALLAS, TEXAS, 2003 - PresentManagement Consultant - Sarbanes-Oxley 404 consultant for a variety of companies using COSO standard methodology. Services include internal controls overview, process flow and risk assessment, testing and compliance work, briefings and advice to managements and the boards of directors.· Provided management recommendations to insure compliance with the Sarbanes-Oxley law.. Created a customer retention roadmap and services strategy for a public company with over 500,000 customers.· Assisted Certified Public Accounting firms providing internal audit control and management services to companies that are accelerated Sarbanes-Oxley filers. · Assisted Certified Public Accounting firms issuing an opinion on a client’s internal controls for certification.·

Munich, De

Executive team member working with supply chain operations and consumer product manufacturing to implement strategic objectives. Responsible for financial modeling, contract negotiation, sales and planning forecasting, quality assurance, budgeting, and establishing and monitoring key performance indicators to drive business objectives.

Provided strategic, project, and management services that guided companies in identifying and capitalizing on market opportunities. Personally led company and managed administrative and consulting functions from start-up to full operations.· Achieved over $2,000,000 in consulting services in sales strategy, customer retention, and technology alignment.· Created proprietary methodology for continually improving business while maintaining alignment between people, processes, and technologies. · Repositioned software customer’s strategic plan and procured $10,000,000 offer for the company.· Published article on customer retention for the security industry.

Responsible for the company’s financial direction from a private company to public company. Held accountability for financial planning and strategy, financial reporting, treasury management, legal, tax, and information technology.· Successfully filed company’s S-1 registration statement with the Securities and Exchange Commission.· Completed four acquisitions through asset and stock transactions that increased the company’s size by over 100%.· Secured issuance of $15,000,000 in convertible debt through investment banking private placement.

Held full responsibility for the company’s financial direction from start-up to successful initial public offering (IPO) of stock with a market value in excess of $350,000,000. Duties included financial planning and strategy, financial reporting, customer service, treasury management, telecommunications, information technology, legal, and tax.

Coppell, Texas, Us

Responsible for maximizing financial and business operations for security and air freight business divisions.

Boca Raton, Florida, Us

Coppell, Texas, Us

Bs, Accounting

Education record