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W. James Lloyd

(Jim)

Principal

W. James (Jim) Lloyd specializes in the areas of valuation, transaction advisory, and litigation consulting services. His valuation experience encompasses a broad range of companies, complex business arrangements, and intangible assets for purposes such as mergers and acquisitions, joint ventures, restructurings, taxation, and financial reporting. Mr. Lloyd’s litigation experience includes disputes related to antitrust, diminution of value, lost profits, merger and acquisition transactions, shareholder oppression, and marital dissolution matters.

Mr. Lloyd has significant healthcare industry experience including ambulatory surgery centers, cancer centers, dialysis facilities, home health agencies, hospitals, long-term care facilities, physical therapy centers, physician practices, managed care organizations, pharmaceutical manufacturers, and pharmacies among others.

Jim received a Bachelor of Science in Business Administration from the University of Tennessee. In addition to being a certified public accountant (CPA), he also holds the following specialization credentials: Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants; Accredited Senior Appraiser (ASA), American Society of Appraisers; and Certified Fraud Examiner (CFE), Association of Certified Fraud Examiners.

Jim is a frequent speaker at national and regional conferences and actively involved in the business valuation discipline. He is a past chair of the American Institute of Certified Public Accountants' Accredited in Business Valuation Credential Committee, and a past member of the Board of Examiners for the American Society of Appraisers.

Related Service Lines

Certifications/Credentials

Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Accredited Senior Appraiser (ASA)
Certified Fraud Examiner (CFE)
Certified in Financial Forensics (CFF)

Presentations

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