Client Testimonials

Business owners from across industries share their experience working with Jim in his role as a Vistage Chair and business advisor. Interested in partnering with Jim?

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Casey Leblanc – New Ventures Escrow

Brian Rott CartMart

Brian Rott – CartMart

Lily Aragon - Kros-Wise

Lily Aragon – KrosWise

Dan Wright - Yard Butler

Dan Wright – Yard Butler

Deanne Ackerson - Kindred Bravely

Deanne Ackerson – Kindred Bravely

Client Testimonials

“It’s critical that when there’s an emergency in someone’s life, whether it be personal, financial, or business, that you have a group you respect that can give you the wherewithal to see past the storm clouds and make the right moves.”

“When I met Jim, I didn’t even know how to read an income statement; he taught me so much about basic business knowledge. In our first meeting he talked about a thirteen week forward looking cash flow statement, and my mind was blown that people were thinking that far ahead; thirteen weeks sounded like a long time. But now, we have a twenty week forward looking cash flow statement, which has saved our butts in more than one occasion. If it weren’t for Jim, I don’t think we would have ever even instituted the practice of watching our cash. We probably would have gone out of business back in 2018 when we hit some hiccups.”

“When I joined Vistage, our company was flat. My experience with Vistage, especially with Jim’s leadership in the one-to-ones, has been transformational. It all has been transformational for my business!”

“The toughest decision I’ve had to make in my business was made with the help of the Vistage group.”

“Over the thirteen years I’ve been with Jim, he’s helped my business grow an average of 40% every single year. Now we have gone from one location, here in San Diego, to seven in the country and growing. We represent five states whereas when I met Jim, we were representing one county.”

“Before I joined Jim’s Vistage group, I was flying a plane with zero instructions. Now I feel like I’m in control. I know where I’m going. I can read how far I am and where I am heading. I have the instruments right in front of me thanks to Jim!”

“Jim has a way of knowing what’s happening in your business by only asking a few questions. Jim is really good at business; he knows what questions to ask to really know what’s going on.”

“Jim has meant so much to our business and so much to me and my family both as a friend, a chair, and a guide over all these years.”

Case Studies

Case Study Architectural Design

Luxury Brand Turnaround

An innovator in the design and manufacture of luxury architectural finishes from custom flooring to wall coverings was in the midst of strategic re-positioning for incremental growth and scalability.  They found themselves burdened with an inventory that included discontinued and low-volume products, starving the business of the capital to bring in materials for popular high-volume products required to make the transition. 
Boston Turnaround

Boston Turnaround

Small specialty adhesive company and contract manufacturer had not been profitable for 18 months, excellent technology but no sales force, Marketing or distribution.  The management team had no idea how to turn the company around.  The lead investor realized it needed am executive with sales, marketing and operations experience to lead the team and successful turnaround the business around or close it down in 90 days. 

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Vistage Groups Southern CA

Business Advisory

If your business is struggling, if your performance is behind last year 2 quarters in a row and you don’t know how to correct your course don’t wait too long to get help. You can lose money for a long time, but you can only run out of cash once.

Learn More About Business Advisory Services

Vistage Groups

Vistage members run successful companies but know they can do better.  They are committed to growth and know they don’t have all the answers to achieve it.  They have no other agenda but to help each other grow personally and in their businesses.  Who do you turn to when you don’t know the answer?

Learn More About Vistage Membership

Reach out today!

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© Pinnacle CEO 2021 – all rights reserved

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© Pinnacle CEO 2021 – all rights reserved
site design by digitalstoryteller.io