FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
MEET OUR SHERPA

James Owens

  • CFO
  • Indianapolis Metro

Since 2003, James has served family-owned and investor sponsored businesses in change phase, delivering the forward-looking financial roadmap to realize strategic targets. James’ background spans industrial manufacturing, food production, and B2B service models.

Before FocusCFO

James served privately owned companies and Clifton Larson Allen client companies to bring period closes current, update trial balances to accrual basis from cost basis, adopt emerging ASC guidance for private companies, lead recapitalization for new strategic opportunities, implement a blueprint for compliance reporting for lenders, and migrate ERP systems.

    Other Interests

    • What is your favorite way to spend free time? Day trips with my Honda ST-1100, golf
    • What is your favorite book? The Goal, Eliyahu Goldratt
    • What was your favorite vacation? My spouse is an avid amateur photographer and I am her driver to find lighthouses and out of the way landscapes

What attracted you
to FocusCFO?

I am excited about the opportunity to partner with private company owners and their leadership teams in a long term professional relationship.

Curated insights by James Owens