AREAS OF EXPERTISE

  • Client Relations
  • Middle Market Companies

Business Securities

  • Bankruptcy and Distressed Businesses
  • Business Case Development and Feasibility
  • Corporate Stock Buy-back Transactions
  • Evaluation of Purchase Offers
  • Evaluation of Sale Offers
  • Financial Reporting
  • Financing Transactions
  • Gift and Estate and Tax Planning
  • Goodwill Impairment Testing
  • Insurance Underwriting
  • IP Licensing Arrangements
  • Property Tax, Transfer Pricing and Other Tax Purposes
  • Purchase Price Allocation
  • Sales Utility Tax Exemption
  • Stock Options
  • Transactions Involving Partners and Shareholders

Fixed Asset Advisory

  • Compliance & Reporting
  • Tax Services
  • Transaction Due Diligence & Risk Management

Intangible Assets

  • Brands
  • Contracts
  • Copyrights
  • Customer Lists
  • Domain Names
  • Patents
  • Resource Rights
  •  Royalty Streams
  • Trade Names
  • Trademarks

Inventory

  • Automotive
  • Building Products
  • Energy
  • Food
  • Grocery
  • Home Furnishings & Home Improvement
  • Metals
  • Paper & Packaging
  • Retail
  • Wine & Spirits

Machinery & Equipment

  • Construction
  • Heavy Mobile
  • Metalworking
  • Oil & Gas
  • Plastics Processing
  • Textiles
  • Transportation

Operations Management

  • CEO/COO/Interim Management
  • Due Diligence for Acquisitions
  • Operational Turnarounds

Education

  • California State University at Northridge

Affiliations

  • ACG 
  • SFNet
  • TMA

Jennie Kim specializes in developing and enhancing client relationships within the Western Region including AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT, WA, WY and Vancouver, CAN. Kim has spent her entire career in the financial services industry at major corporations including GE Commercial Equipment Finance and GE Corporate Lending.

She began her tenure with the company in 2008 with more than a dozen years of previous experience, specifically in underwriting and the management of senior debt lending opportunities for middle market companies. In 2021, she was recognized by the ABF Journal as one of the Top Women in Asset-Based Lending.

She is a member of ACG Los Angeles, Turnaround Management Association (TMA) Western Region, and SFNet Northern California and Southern California.

Kim earned her Bachelor's degree in Music from California State University at Northridge.