Owner

Jim Stipcich

With over four decades of experience as a Certified Public Accountant and eight years as a Certified Global Management Accountant, I have dedicated my career to achieving excellence in financial leadership and strategic management. As a Chief Executive Officer for 35 years, I have steered businesses towards remarkable success and growth, consistently achieving 30–50% annual sales growth and implementing successful exit strategies.

During my tenure as a senior executive in a large asset-based entity, I oversaw significant expansion, growing the company to 35 employees and managing more than $2.5 billion in assets. Through strategic financial management, I secured over $3 billion in financing and generated more than $50 million in earnings. My expertise spans national markets, positioning businesses for enduring prosperity.

In addition, I have a track record of creating and leading three large service-based entities, collectively employing 275 individuals. These entities thrived under my guidance, expanding from Montana to a national focus. I successfully managed over $4 billion in assets, serviced more than $3 billion in loan assets, and obtained more than $650 million in lines of credit. My commitment to innovation led to the development of niche specialties, providing essential backroom and growth support operations, and generating over $25 million in earnings.

Throughout my career, I have been dedicated to fostering growth and resilience in businesses of all sizes. I have mentored numerous small businesses, helping them navigate the challenges of the COVID-19 pandemic and supporting their journey through start-up and growth stages. My passion for success, innovative ideas, meticulous analysis, strategic planning, efficient processes, dedicated employees, and effective sales management have been the driving forces behind my achievements.

With a proven track record of delivering exceptional results, I am committed to helping businesses reach their highest potential and achieve lasting success. Success is not just a goal; it's a meticulously crafted journey, and I'm here to guide you every step of the way.

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