image of Jim Cohen

Jim Cohen

Senior Advisor
image of Jim Cohen

As a business owner and entrepreneur for over twenty-five years, Jim has bought, sold and operated small to midsized businesses of his own and fully understands the passion and needs of individuals contemplating the sale of their businesses.

Using this wealth of business ownership and transaction experience, Jim helps owners by managing the entire business sale lifecycle while maintaining confidentiality and developing & executing marketing strategies that will maximize the seller’s return on investment. Jim’s vast experience in negotiating and closing transactions while managing coordination with other professional advisors such as attorneys, accountants, financial planners and bankers, helps to ensure the seller’s risks and tax consequences are minimized.

Jim is a proud member of the International Business Brokers Association and holds the Certified Business Intermediary® (CBI®) designation. This designation sets the industry standard within the intermediary community, and provides assurance of professionalism to clients and other key advisors. The requirements to achieve such a coveted designation better prepares those who hold it and offers confidence to others that the skills necessary to achieve success in the marketplace are present. Obtaining the CBI designation speaks volumes about an individual’s knowledge and expertise.

The CBI is awarded to IBBA members who have satisfied the educational requirements and conform to the ethical standards of the association.