Jim Sandy

Carolina OZ Group, LLC

Raleigh, North Carolina

About

Company name

Carolina OZ Group, LLC

Business title

Principal, President

Contact

How to contact

email: jim@carolinaoz.com; cell: 919-720-8119

Professional Profile

Call Me When

A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.

Professions

Consultant

Insurance

Investor

Wealth Manager

Functional Expertise

Assurance

Audit

Board of Directors (for profit)

Bookkeeping

Business development

Business growth

Business management

Buy side/Acquisitions

Capital markets

Cash flow enhancements

Cash management

Change Management

Charitable giving

Compensation

Communications

Corporate finance

Debt

Due diligence

Employee engagement/ retention

Entrepreneurship

Equity

Estate planning

Fiduciary

Finance

Financial Modelling

Fundraising

Governance

Government contracts

Intangible assets

Integration

Intellectual property

Investments

Investor relations

Leadership Development

Lending

Management succession

Marketing

Operations

Organizational development

Payroll

Private equity

Real estate

Regulatory

Risk management

SEC

Sell side/Divestiture

Six Sigma

Strategic planning

Tax

Trusts

Life Coaching

Exit/Transition Planning

Supply Chain

Business Focus

Opportunity Zone Investments, Fund Management, Business Formation, Real Estate Development

Professional Certification

CPA, PMP, Six Sigma Yellow Belt, Multi-State General Contractor Qualifier

Client Industries

Business Services

Consumer Services

Energy/Utilities

Financial Services

Health/Pharma/Biotech

Manufacturing

Non-profit

Real Estate/Construction

Retail

Transportation/Storage

Travel/Recreation/Leisure

Wholesale/Distribution

Chapter information

Membership

Triangle Sponsor

Member since

Member for 2 years

Sponsorship Type

Inaugural

Why I'm a Member of XPX

I have a diverse background of experience gleaned from working with Public, Private, and Non-Profit businesses from which I can offer perspectives and lessons learned to any organization, regardless of its size or offering.

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