James E. Bolinger

im Bolinger, MBA, CPA

Business Broker & Licensed Real Estate Associate

License Number: SL3441042

Expertise:

• Business Sales, Mergers and Acquisitions
• Business Valuations
• Feasibility Analyses
• Business Planning
• Financial Planning

Mr. Bolinger’s career has spanned 45 years working in finance, organizational strategy, business planning and as a small business owner.

Positions have included:

• Senior Manager, Audit Services Division, International CPA firm
• Vice President and Chief Financial Officer, large community hospital
• Partner, national consulting firm focused on strategy as well as mergers & acquisitions
• Managing Partner & Co-founder, national consulting firm focused on strategy, business planning, mergers & acquisitions and business valuations
• Business Broker, Truforte Business Group

Other entrepreneurial activities:

• Owner, small, specialty retail/service business (doubled the revenue in three years)
• Co-founder, group purchasing organization

Education:

• MBA with Honors, University Notre Dame
• Bachelor of Science in Business, Indiana University.

Publications and Presentations:

• What is the Real Value of Your Business? (Business Brokers of Florida Bulletin, December 14, 2023)
• Selling a Business? Avoid These Mistakes, Southwest Florida Business Today (February 2021)
• Why Now is the Best Time to Buy/Sell a Business, Above Board Chamber webinar (November 12, 2020)
• Preparation Boosts Success When Selling a Business, Southwest Florida Business Today (August 2019)
• Buying or Selling a Business: Strategies and Tactics (SCORE, South Bend, IN and Fort Myers, FL)
• Medical Practice Valuations, Executive Checklist Series (an Arista publication)
• So You Want To Start A Business (SCORE, Fort Myers, FL)
• Understanding Financial Statements (SCORE Mentor Boot Camp, Southwest Florida)
• Leading Change/Managing Transitions: The Human Factor (Indiana Society of CPA’s)
• Sustainable Collaboration: Precedents to Success, Executive Checklist Series (an Arista publication)