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Jim  Kelley


Phone: 972-406-6917
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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.


  • 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


Associated Offices

Dallas - CBIZ Valuation Group - Dallas 4851 LBJ Freeway
Suite 800
DallasTX  75244
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