James Kirlin

James Kirlin

Wealth Advisor

Phone: 856.216.8444, ext. 225
Fax: 856.216.8448
Mobile Phone: 856.304.1013
E-mail:
 

Jim is a seasoned financial advisor with over 30 years' experience in business transition, succession and wealth preservation strategies for middle market families and privately-owned businesses. He has worked with businesses across the U.S. in many industries including real estate, construction, transportation, manufacturing and retail supermarket and food distribution. His approach to business transition and succession is a structured process that delivers leadership and creativity. 

Jim has held several managerial and executive roles in the investment banking and business consulting industries, specializing in middle market and family businesses.  Currently, he is the managing partner of Private Capital Solutions and a member of the Business Intelligence Institute* and Sagemark Consulting of Lincoln Financial Advisors Corporation.  He provides business transition and comprehensive planning services with McLaughlin Asset Management, Inc.

Over his career, Jim has written and published articles on business transition planning and exit strategies.  He is a sought-after speaker offering family business transition planning seminars and workshops on family business strategic planning.  These programs have been presented for national associations and distributors and local organizations.

A Vietnam Veteran, he served with the US Marine Corps and he is a recipient of the Combat Action Ribbon and other awards and medals for his service to our Nation.  In 2013, he was elected to the Father Judge High School Hall of Fame.

Education and Accreditations:

  • The American College – various courses in financial and estate planning

  • FINRA licensed Series 7, 63 & 66, currently with Lincoln Financial Advisors Corp.

  • Investment Advisor Representative with Lincoln Financial Advisors Corp.

  • Life & Health Insurance Licensed

  • B.S. from the University of Maryland                                                                                                                        

Publications, Seminars & Workshops:

  • Is your Business Transferrable, Convenience Store News 2016

  • How to Create a Transferrable Business, Convenience Store News 2016

  • “Creating Value with Strategic Acquisitions”, Handbook for Family Businesses, 2005

  • “I Have It All Done”, Family Business Publishing, 2001

  • Seminar-10 Mistakes Business Owners Make – In Transition

Community Activities:

  • Marine Corps Law Enforcement Foundation - Philadelphia

  • Vietnam Veterans Advocacy

  • St. Joseph's University Veterans Entrepreneurial Institute

Personal:

  • Jim resides in Haddonfield, NJ with his wife, Lynne.  

 

* Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.