Jim Sandy

Principal, President

Raleigh, North Carolina

Professional Profile

Call Me When

Call Me When... I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.

Contact Method

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

Profession

  • Consultant
  • Investor
  • Wealth Planner
  • Professional Certifications

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

    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
  • Operations
  • Organizational development
  • Payroll
  • Private equity
  • Real estate
  • Regulatory
  • Risk management
  • SEC
  • Sell side/Divestiture
  • Six Sigma
  • Strategic planning
  • Tax
  • Trusts
  • Life Coaching
  • Supply Chain
  • Business Focus

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

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Triangle Sponsor

    Member Since

    New Member

    Sponsorship Type

    Inaugural

    Chapter Leadership Role

    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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