Jim Andersen’s career spans more than 40 years, during which he built one of the largest, full service accounting firms in the North Bay. In the past three decades, he has focused his extensive tax background on issues of business valuation, financial consulting and forensic consulting.
A nationally recognized leader in business valuation, Jim routinely partners with members of the legal community to tackle matters involving complex partnerships, corporate and dissenting shareholder actions, economic damages and other forensic accounting assignments. He also has experience in the family law arena, dealing with high-net-worth cases that involve valuation of a business as part of the community estate. Jim’s expert testimony on a variety of forensic assignments has contributed to significant legal awards throughout California.
On the financial consulting side, Jim has performed hundreds of valuations for mergers and acquisitions, estate and gift matters and buy/sell agreements. He acts as a financial facilitator for numerous companies and assists businesses – across a broad spectrum of industries and professions – in developing advantageous business succession plans and exit strategies. Jim also served as an active board member for a large Bay Area company and acted as a provisional director for multiple companies during a shareholder dispute action.
Teaching, writing and public speaking are among Jim’s professional passions. He has been an instructor for the American Institute of Certified Public Accountants (AICPA) and speaks frequently at their annual valuation and forensic accounting symposiums. Jim has written four courses for the California Society of Certified Public Accountants (CalCPA) and currently teaches three of them. Among his coursework credits are a six-day, extensive business valuation curriculum; mergers and acquisitions for mid-market companies; business succession planning and exit strategies; and his newest course, opportunities and methodologies for running a successful litigation practice.
“So You Want to File a Dissenting Shareholder Action? Think Twice,” originally published in The Witness Chair, CalCPA Forensic Services Section, Issue 57, Summer 2012
“The Trials and Tribulations of Owning Your Own Business – Understanding the Risk/Reward Ratio,” originally published in the North Bay Business Journal, September 2010
“Facing Reality, Getting Real, and Growing to Another Level,” originally published in the North Bay Business Journal, July 2010
“Successful Exit Strategies in Business – Lessons Learned over the Last 10 Years,” originally published in the North Bay Business Journal, May 2010
“Value Propositions – 10 Common Errors to Avoid in Expert Valuations,” originally published in The Recorder, 2008
“How Can a CPA Help Litigators?” originally published in Key Value Data, October 2007
“Business Succession Planning and Exit Strategies,” CalCPA Education Foundation, 2014
“Valuation of Winery Brands and Operations,” Building Value in the Wine Business and Planning for Purchase, Sale and Succession Conference, The Seminar Group, 2013
“Direct and Cross Examination of an Expert in a Personal Injury Damage Case – Avoiding the Pitfalls,” American Board of Trial Attorneys, 2013
“Managing, Marketing and Making Money in an FVS Practice,” FVS Conference, AICPA, 2012
“Staff Development in a FVS Practice,” FVS Conference, AICPA, 2012
“Valuing Wineries and Breweries,” Business Valuation Resources Webinar, 2012
“Valuing Dental Practices,” Business Valuation Resources Webinar, 2012
“Opportunities and Methodologies for Running a Successful Litigation Practice,” Contributing Author, Education Foundation, CalCPA, 2011 – Present
“Succession Planning & Exit Strategies: Challenges and Opportunities Today,” Business Valuation Resources Webinar, 2010
“Capitalization Rates: Developing, Defending & Explaining.” Business Valuation Conference, CalCPA, 2010
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Litigation Section Steering Committee
Sonoma County Bar Association
Member, Lay Arbitrators of the SCBA
American Society of Appraisers
Golden Gate University, M.S., Taxation, 1976
California State University, Chico, B.S., Business Administration (Accounting), 1970