James ‘Jim’ Walling, CFA is the founding principal of Accretive Strategies Consulting Group. Jim has worked in the consulting, corporate finance, and valuation area for nearly two decades, all of it spent in the dynamic environment of the Silicon Valley. Much of Jim’s career was spent in big4 professional services firms but he has also worked with startups and established financial services firms. Jim has consulted on:
· Value related issues on multi-billion dollar transactions
· High uncertainty capital allocation strategy for Fortune 100 companies
· Complex structure modeling for major cleantech firms
· Derivative and structured product modeling and valuation for top PE firms
Jim holds an MBA from Santa Clara University’s Leavey School of Business with a concentration in finance/investments and a BS in Marine Sciences from Stockton State College with a concentration in marine biology. He has spoken, written and taught on corporate valuation, real options, derivative security structures & valuation and advanced equity compensation security design. Jim holds the Chartered Financial Analyst designation and has instructed on alternative asset valuation for the local analyst society CFA review program.
Our team includes consultants with a range of experience, and with expertise in key areas - including specific valuation engagement purposes (financial reporting, tax reporting, etc.), stage of development (early stage, VC-backed t0 Fortune 100), asset types (complex securities/derivatives, equipment, and real estate), as well as experience in an broad array of industries.
Accretive Strategies Consulting Group is affiliated with Finance Scholars Group (“FSG”), a national consulting firm which provides litigation support, expert witness, valuation, and other consulting services. FSG has offices in California, Illinois, New York, and Texas. As an affiliate of FSG, Accretive Strategies Consulting Group collaborates frequently with FSG's team, which includes over thirty seasoned professionals and academic experts.