•  
 /  About Us / Employees / Employee

Jim  Kelley

Director

Phone: 972-406-6917
Follow me:
 

Overview

Mr. Kelley is a director in the Southwest Region of CBIZ Valuation Group. He has conducted valuations of both closely held businesses and public companies in a number of industries, including technology and software, consumer products manufacturing, industrial manufacturing, pharmaceuticals, financial and business services, and natural resources. His analyses have been performed in a variety of contexts, including litigation and economic damage assignments, M&A advisory and arbitration, domestic and international transfer pricing studies, fairness and solvency opinions, tax, financial reporting and other management requirements.

Prior to joining CBIZ Valuation Group, Mr. Kelley was a business development analyst with Pegasus Solutions, Inc., where he identified and analyzed prospective acquisitions alongside a management team. Prior to his position at Pegasus, Mr. Kelley was a research analyst for Dignum Financial Services, where he was responsible for analyzing client portfolios and evaluating individual equities using quantitative methods.

Mr. Kelley is a dean’s list graduate of Texas Christian University in Fort Worth, Texas, where he earned a Master of Business Administration degree, was a member of Beta Gamma Sigma, and was awarded the Professors’ Award for Excellence in Decision Science. He earned a Bachelor of Science degree in business administration from the University of Vermont in Burlington, Vermont. Mr. Kelley is a CFA charterholder, a member of the Dallas Society of Financial Analysts, and an instructor in the CFA-DFW Review Course and Study Program.

Education

  • B.S. - University of Vermont
  • M.B.A. - Texas Christian University

 

Professional Designations

  • CFA Charterholder
  • Instructor in the CFA-DFW Review Course and Study Program

Professional Memberships

  • Member - Dallas Society of Financial Analysts

Specialties

Associated Offices

Dallas - CBIZ Valuation Group - Dallas 4851 LBJ Freeway
Suite 800
DallasTX  75244
Share This Page
Print
spacer
Recent Tweets
Join us today at 1pm CST to understand the impact of #COVID19 #office space. Register using the link below! https://t.co/b40V8TKO6C
Wondering whether you might need impairment testing in light of #COVID19? Check out the quick infographic thread be… https://t.co/K0OnT4LiT4
Q: How will Paycheck loans and other economic incentives impact a company's ability to survive the pandemic, and ho… https://t.co/aXwlr7ZcyT
We had a blast on Spot On Insurance Podcast breaking down how to navigate the hardened insurance market, and why th… https://t.co/00mxAg5wMc
Join our #virtual M&A Panel on Deal Making and Business Values starting in 10 minutes. We'll discuss the deal flo… https://t.co/Gw9Rz9aE9X
Thank you to the Cleveland Metropolitan Bar Association for hosting us on a webinar about the valuation impacts of… https://t.co/BfvxnqxMEB
Check out our upcoming podcast feature on @SpotOnInsurance next Thursday! We're discussing the hardening #insurance… https://t.co/1qQTu7rAFK
Happy #womenshistorymonth2020 Check out our Women in Finance Spotlight for this week, celebrating CFO Margo Masri. https://t.co/tJmIAhY9XF
Check out our Valuation group featured in Life Science Leader Magazine! #lifesciences #valuation #insights https://t.co/UI4cfNG63x
RT @cbz: Valuing a #biotech company doesn't come without challenges. Dimitar Krastev and Marc Richards of @CBIZ_Valuation recently shared t…
Check out Dr. Tami Bolder on the latest episode of "Health Law Today"! She'll give you some tips on successful busi… https://t.co/h42oqrfVJs
RT @cbz: Why retaining a valuation professional to assist with #purchasepriceallocations may be beneficial to your company. https://t.co/hH…
Check us out at the Texas Health Law Conference this Sunday! We'll be there with some gifts for you to take home wi… https://t.co/gegZFhH1YO
Follow @CBIZ_Valuation