2018 TO 2020 - TRANSITION, ATTACKS & SUCCESS
May I ask you to take some time to hear my story?
As I write this, I'm reminded of the quote from Proverbs 20:3: "It is to one's honor to avoid strife. But every foolish person is quick to argue," and from Proverbs 29:9, "If a wise man argues with a foolish person, the foolish person only rages and laughs, and there is no quiet."
Walt Disney once said: "All the adversity I've had in my life, all my troubles and obstacles, have strengthened me... You may not realize it when it happens, but a kick in the teeth may be the best thing in the world for you."
Over my life, I've made many mistakes and done some foolish things (as my wife and children can attest), and we've lived through some adversity. I am now writing this information to defend my family and our family name from false and misleading information being published each day through Google Ads by one of our competitors.
The Turning Point
It was Saturday, February 23, 2019, when I spoke to the owner and managing partner of our consulting firm for two to three hours about my concern about the future direction of the firm and my willingness to work with him to begin a process to hopefully bring about a change in the culture of the organization (a process that most companies go through in their evolution.) Although others had warned me that I should keep my mouth shut and not "poke the bear," I felt that the conversation could no longer be avoided. At the end of the conversation, he had agreed to conduct an anonymous survey of all of the firm's partners and thanked me for my constructive feedback in an email later that day. I didn't know that my relationship with him and the firm would forever change from that point forward.
As a brief background, I joined the firm (a large national CFO consulting firm) five years earlier, in January 2014. As a Senior Partner in the firm for most of this five year period, I had developed a successful practice in Phoenix and Kansas City. I had also been heavily involved in recruiting new partner candidates.
After a 6+ year battle with dementia, my mom Dorothy passed away in May of 2018, and my mother-in-law Ruth passed away about six weeks later. Both Dorothy and Ruth were in their 90's...great Christian ladies who were ready to go home to meet their Savior. The remaining part of 2018 was a time for family, moving the treasured possessions, and closing out the estates.
Before I met with the managing partner in February 2019, I worked to rebuild my client base and re-connect with my business network. I had also volunteered to help the firm with several projects to prepare for the upcoming 2019 annual meeting. Life, I thought, was starting to get back to normal.
On Monday morning, February 25, 2019, I received an email from the managing partner (just two days after our conversation) notifying me that he had made an irrevocable decision and was in the process of changing my status within the partnership from Senior Partner to a regular partner because of my poor revenues during 2018 (he was keenly aware of the deaths in my family during that time frame). I immediately drafted up my Notice of Retirement and hand-delivered it to his office at 10 am that same morning. He and I agreed soon thereafter that my retirement would be effective on March 8, 2019.
The Birth of ExecHQ
A few days later, I woke up with a smile on my face and determined to create a consulting firm where the firm's consultants (even if I were the only one in the firm) could openly put their families first. At first, I called my consulting firm CEO Solutions Partners. After a rebranding process later that year, I renamed my firm to ExecHQ. In late April 2019, we added our first executive consultant (other than myself), and we had now doubled in size...from a one-person firm to a two-person firm. :)
Shortly after my retirement, I began to receive personal email attacks from my former managing partner. Also, I received information from my former partners about false information being distributed about me by internal email.
After our numerous attempts in early 2019 to provide evidence showing that his claims were false, my wife and I were finally forced to hire attorneys to defend ourselves after he filed suit against us on April 23, 2019.
In July 2019, this gentleman (my former managing partner) backed off from his false claims, and we were able to reach an amicable out-of-court settlement at a nominal cost. On July 5, 2019, the court permanently dismissed his complaint after his company submitted a formal notice to the court that the matter was voluntarily and permanently dismissed on their end.
However, despite what he filed with the court, he continued to attack my family and me as if the matter was never settled.
The Attacks Continue
Each day I wake up to false and misleading information being published on his firm's website and through online ads that are funded by this gentleman. We continue to work patiently with the respective ad companies to stop publishing these ads that contain false and misleading information, using my name and our company name. If you see the ads and after reading my story, I encourage you to click on them to see what he is posting.
I have forgiven this gentleman for the past false accusations and attacks and his continuing attacks after the settlement. Please join me in wishing and praying that this gentleman will find help for what troubles him and that he finds peace and blessings for himself and his family.
Since it was founding in March 2019, ExecHQ has grown to over 100 Executive Consultants in 35 U.S. States and Canada. We have over 50 Strategic Alliance Partner firms in North America. We are also part of one of the best CPA firm alliances in the U.S.
I want to thank my family, my former partners, our current business associates, and our clients for their encouragement and the trust they've put in us.
The personal struggles and attacks that I've faced are nothing compared to what many people have endured throughout the world's history. Although you may face struggles, critics, and hecklers, I would encourage you to persevere and follow after your dreams, pursue truth, and seek to bring kindness and peace to all people.
Grace and peace! Jim
FOUNDER & CEO
March 2019 to Present
Founder and CEO at ExecHQ.
February 2014 to February 2019
Senior Partner at a national CFO firm.
CFO, INTERIM CFO & CONSULTING CFO
Several great companies & clients.
February 2012 to February 2014
FOUNDER & CEO
January 1998 to February 2012
Lindar, LLC. Real Estate Development (1998-2012) and Residential Construction (1998-2005).
VP FINANCE AND CFO
January 1986 to January 1998
Apollo Group, Inc. (now Apollo Education Group) - CFO responsible for all finance and accounting for fast-growing educational company (parent company of the University of Phoenix, Institute for Professional Development, Western International University, etc.) An integral part of the company's Initial Public Offering (IPO) and secondary public offerings, including co-presenter with CEO on IPO roadshows.
AUDIT MANAGER ('84 TO '86)
June 1979 to January 1986
PriceWaterhouseCoopers - Responsible for managing audit process, audit staff and relationships with clients. Worked on a good mix between large multinational corporations, and a variety of small businesses in the Phoenix area. Started as a Staff Accountant in 1979, promoted to Senior Accountant and then Audit Manager in 1984.
ACADEMICS & CERTIFICATIONS
Learning and Living
BSBA IN ACCOUNTING
Abilene Christian University - Abilene, TX.
1975 to 1979
CPA IN THE STATE OF ARIZONA
Retired Status as of 2018.
October 1981 to Present (currently in retired status)
What I Love the Most
Not perfect, but saved through Jesus Christ and obedience to His gospel.
Not perfect as a husband, but my wife and I have been together for 40+ years.
Definitely not perfect as a dad, but our two children are out of the house, married and are doing well!
Not a perfect grandfather, but have three perfect grandchildren.
CEO AT EXECHQ
Fortunately, each of our Executive Consultants is smarter than me and keep me on my toes! I'm passionate about helping each of them be as successful as possible at home and for their clients.
"Blessed be the God and Father of our Lord Jesus Christ, the Father of mercies and God of all comfort, who comforts us in all our affliction, so that we may be able to comfort those who are in any affliction, with the comfort with which we ourselves are comforted by God."
2 Corinthians 1:3