When it comes to business, Jim doesn’t equate small with unsophisticated. His many years counseling family-owned, closely held or solo business owners has given Jim an inimitable perspective on the practical issues that face small businesses.
Jim regularly advises on for-profit entity forms for businesses ventures, and then assists in governance and management matters. He has drafted many shareholder agreements, buy-sell agreements and operating and partnership agreements for businesses in very divergent industries. Jim has assisted in developing core customer and vendor documents, like purchase order terms and conditions, work proposals and service quotes.
Honors & Affiliations
- Florida Bar Association, Business Law and Real Property, Probate & Trust Law Sections
- New York State Bar Association, Business Law Section
- Collier County Bar Association, Real Estate Section
- Seller's counsel and closing agent for the personal and real property asset sale of a national franchisee’s multiple “quick service” restaurant locations.
- Seller’s counsel and closing agent for personal and real property asset sale of 84 wet slip/420 dry slip marina.
- Developer's counsel for the pre-eminent mixed use retail/residential project in North Naples, managing condominium unit sales, commercial leasing, construction lien issues and condominium association governance matters.
- Owner/operator’s counsel for negotiation of multiple commercial leases – free standing, shopping center, office and mixed-use.
- Institutional lender's counsel for commercial term loans, construction loans and operating revolving lines of credit collateralized by mortgages, security interests, collateral assignments and guarantees.
- Seller's counsel for the personal and real property asset sale of an operating RV park including the sale by a related entity of its real property.
- Real property investment counsel for the purchase, development and sale of improved and unimproved land.
- Buyer's and seller’s counsel in equity-based mergers and acquisitions.
- Principal's counsel for deal-specific limited liability company, corporate, partnership and joint venture agreements, involving rights, authority and limitations for management, capital contributions, distributions, preferences, priorities, buy-sell and equity transfers.
- Developer's counsel for luxury condominium towers developments, including association formation and governance, state and federal, statutory and regulatory compliance and unit condominium sales.
- Entrepreneur’s counsel for start-ups, including choice of entity considerations, management and governance issues, succession planning and third-party contracting.
- Buyer's and seller’s counsel for luxury residential properties.
- Management's counsel for executive and employee contracts and severance.
- Secured creditor’s counsel in bankruptcy, insolvency and lien enforcement matters.
- Rotary District 6960, Club President of the Year, 2011
- The Foundation of the Rotary Club of Bonita Springs, Board Member, President, 2015-present
- Children's Advocacy Center of Collier County, Board Member, 2016-present
- Naples Therapeutic Riding Center, Secretary
- Leadership Collier, Class of 2016
- Leadership Bonita, Class of 2003
- Florida Licensed Real Estate Sales Associate
- Naples Area Board of Realtors (NABOR)
- Paul Harris Fellow-Rotary International
- Greater Naples Chamber of Commerce
- Bonita Springs Area Chamber of Commerce
- Title Insurance Agent for Attorneys’ Title Insurance Fund/Old Republic National Title Insurance Company
- Bonita Springs Area Chamber of Commerce, Chairman of the Board, 2012-2013
- The Rotary Club of Bonita Springs, Inc., President, 2010-2011
- Bonita Springs Estero Economic Development Council, Inc., Board of Directors (Founding Officer), 2011-2014
- Bonita Springs Assistance Office, Inc., Secretary, 2008-2010; Board of Directors, 2003-2010
- Center for the Arts of Bonita Springs, Inc., Board of Directors, 2004-2006
- Bonita Springs YMCA Capital Campaign, Community Division Representative, 2002-2004
- Green Bay Packers, Inc. Shareholder