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      Cendrowski_Header-Images_RealEstate_CAllOut

      Real Estate Focused Expertise

      Our real estate specialists can assist you with alternative planning techniques, provide advice on transaction structuring, scrutinize tax returns prepared by other firms, and more.

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      Simplifying Equity and Ownership in Construction

      Collaborate with our consultants to simplify the process of using an ESOP to tailor a strong succession plan, build wealth with equity and ownership, boost recruiting and client retention, and more.

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  • About Us
    • Team
      • Harry Cendrowski
      • John T. Alfonsi
      • Kristina M. Borsheim
      • James P. Martin
      • Walter M. McGrail
      • Maureen A. Nulty
      • Louis W. Petro
      • Catherine Raker
      • James F. Schultz
      • Kaitlyn E. Smith
    • Alliances
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  • What We Do
    • Tax
      • Business Tax Services
        • Tax Planning Strategies
        • Tax Planning & Compliance
        • Wealth Transfer & Business Succession Planning
        • Cost Segregation Studies
        • Small Business Stock Gain Exclusion
        • Opportunity Zones Planning
        • Qualified Small Business Stock Planning
        • Tax Controversy
        • Transfer Pricing
      • High Net Worth Tax Services
        • Family Office Tax Structuring & Compliance
        • Generational Succession Planning
        • Gift & Estate Planning
        • Tax Structuring & Compliance
      • Real Estate Tax Services
        • Entity Structuring and Tax Compliance
        • REIT/UPREIT Structuring
      • International Tax
        • Expatriation Compliance
        • Financial Asset Disclosure
        • Tax Planning & Compliance for Foreign Assets
      • Succession Planning
        • ESOP Planning
        • RollUps/UPREITS
        • Buyouts & Compensatory Transfers
    • Advisory
      • Business Valuation Services
        • Financial Reporting
        • Income, Estate & Gift Valuations
        • Intellectual Property Valuations
        • Marital Dispute Valuations
        • Mergers & Acquisitions Valuations
        • Shareholder Dispute Valuations
      • Dispute Advisory
        • Economic Damages Services
        • Expert Witness Testimony
        • Forensic Accounting
        • Financial Disputes & Investigations
        • Marital Dissolution
        • Receivership Services
        • Shareholder Disputes
      • Due Diligence
        • Cybersecurity
        • Enhanced Customer Due Diligence
        • Operational Assessments
      • Family Office Advisory
        • Direct Investment Due Diligence and Valuation
        • Family Governance & Succession Planning
        • Family Office Operational Assessments
        • Operational Assessments for Portfolio Companies
      • Cannabis Services
        • Background Investigations
        • Entity Formation & Startup
        • MMFLA State License Application
        • Tax Return Preparation
      • Private Equity/Venture Capital Advisory
        • Back Office Services
        • Background Investigations
        • Due Diligence
        • Tax Structuring & Compliance
      • Risk Management Services
        • AML Compliance
        • Crisis Management
        • Cybersecurity
        • Enterprise Risk Management
        • Governance Advisory
    • Outsourced Accounting & Finance
      • Interim CFO
        • Strategic Planning
        • Accounting Systems Review/Analysis
        • Succession Planning
      • Outsourced Family Office Services
        • Back Office Support
        • Philanthropic Planning & Administration
        • Family Governance & Succession Planning
      • Client Accounting Services
      • Tax Outsourcing
  • Who We Serve Overview
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    • Legal
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    • Professional Services
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    • Technology
  • About Us
    • Team
      • Cendrowski
      • Maureen A. Nulty
      • John T. Alfonsi
      • James P. Martin
      • Walter M. McGrail
      • James F. Schultz
    • Alliances
    • Careers
  • Get in Touch
Make a Payment
Make a Payment
Cendrowski Corporate Advisors Logo
  • What We Do
    • Tax
      • Business Tax Services
        • Tax Planning Strategies
        • Tax Planning & Compliance
        • Wealth Transfer & Business Succession Planning
        • Cost Segregation Studies
        • Small Business Stock Gain Exclusion
        • Opportunity Zones Planning
        • Qualified Small Business Stock Planning
        • Tax Controversy
        • Transfer Pricing
      • High Net Worth Tax Services
        • Family Office Tax Structuring & Compliance
        • Generational Succession Planning
        • Gift & Estate Planning
        • Tax Structuring & Compliance
      • Real Estate Tax Services
        • Entity Structuring and Tax Compliance
        • REIT/UPREIT Structuring
      • International Tax
        • Expatriation Compliance
        • Financial Asset Disclosure
        • Tax Planning & Compliance for Foreign Assets
      • Succession Planning
        • ESOP Planning
        • RollUps/UPREITS
        • Buyouts & Compensatory Transfers
    • Advisory
      • Business Valuation Services
        • Financial Reporting
        • Income, Estate & Gift Valuations
        • Intellectual Property Valuations
        • Marital Dispute Valuations
        • Mergers & Acquisitions Valuations
        • Shareholder Dispute Valuations
      • Dispute Advisory
        • Economic Damages Services
        • Expert Witness Testimony
        • Forensic Accounting
        • Financial Disputes & Investigations
        • Marital Dissolution
        • Receivership Services
        • Shareholder Disputes
      • Due Diligence
        • Cybersecurity
        • Enhanced Customer Due Diligence
        • Operational Assessments
      • Family Office Advisory
        • Direct Investment Due Diligence and Valuation
        • Family Governance & Succession Planning
        • Family Office Operational Assessments
        • Operational Assessments for Portfolio Companies
      • Cannabis Services
        • Background Investigations
        • Entity Formation & Startup
        • MMFLA State License Application
        • Tax Return Preparation
      • Private Equity/Venture Capital Advisory
        • Back Office Services
        • Background Investigations
        • Due Diligence
        • Tax Structuring & Compliance
      • Risk Management Services
        • AML Compliance
        • Crisis Management
        • Cybersecurity
        • Enterprise Risk Management
        • Governance Advisory
    • Outsourced Accounting & Finance
      • Interim CFO
        • Strategic Planning
        • Accounting Systems Review/Analysis
        • Succession Planning
      • Outsourced Family Office Services
        • Back Office Support
        • Philanthropic Planning & Administration
        • Family Governance & Succession Planning
      • Client Accounting Services
      • Tax Outsourcing
  • Who We Serve Overview
    • Family Offices
    • Private Companies
    • Public Companies
    • Government Agencies
    • Not-for-profit Organizations
    • Cannabis
    • Construction
    • Estates, Trusts & Private Foundations
    • Financial Services
    • Hospitality
    • Legal
    • Private Equity and Venture Capital
    • Professional Services
    • Real Estate/REITs
    • Technology
  • About Us
    • Team
      • Cendrowski
      • Maureen A. Nulty
      • John T. Alfonsi
      • James P. Martin
      • Walter M. McGrail
      • James F. Schultz
    • Alliances
    • Careers
  • Get in Touch

James F. Schultz, CPA, CVA, CFF, MAFF

Principal

CCA_Staff_JimS-800x1029

James F. Schultz

Call James F. Schultz - 866.717.1607 Email James F. Schultz - jfs@cendsel.com Visit James F. Schultz's LinkedIn - https://www.linkedin.com/in/james-schultz-cpa-cva-cff-maff-61a49510/
866.717.1607
jfs@cendsel.com
LinkedIn Profile

Industry Expertise

  • Real estate
  • Construction
  • Manufacturing
  • Healthcare
  • Hospitality
  • Professional services

Professional Experience

Professional Experience

As a director at Cendrowski Corporate Advisors, Jim Schultz leads the firm’s Chicago business valuation practice. In this role, he focuses on providing management and consulting services, including business valuations, litigation support, expert witness testimony, and financial advisory services.

Jim brings to the table the perspectives of a consultant and a CFO. He was principal of his own consultancy; he also served as a chief financial officer in public and privately held companies throughout his 40-year career. His experience includes:

  • Performing valuations of companies ranging in size from small business to middle market in myriad industries; for family law purposes; to resolve shareholder disputes; to support litigation; and for estate and gift planning.
  • Brokering and/or consulting on sales of real estate properties, manufacturing, distribution, and service businesses.
  • Analyzing and evaluating operations to determine amounts due defrauded clients during receivership and financial takeover court filings.

His specific valuation expertise encompasses:

  • Estate and gift valuation
  • Sale and purchase of interests in closely held entities
  • Mergers and acquisitions
  • Family law
  • Shareholder disputes
  • Cost allocation for acquisition purposes
  • Fair value analysis
  • Other business/litigation purposes

Education and Certifications

Education and Certifications

  • MSA – Roosevelt University, 1976
  • BA – Michigan State University, 1967
  • Certified Public Accountant (CPA) – Illinois and California
  • Certified Valuation Analyst (CVA)
  • Certified in Financial Forensics (CFF)
  • Master Analyst in Financial Forensics (MAFF)

Memberships and Affiliations

Memberships and Affiliations

  • American Institute of Certified Public Accountants
  • National Association of Certified Valuation Analysts
  • Illinois CPA Society
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