Jack Cahill

Financial Services, Professional Services, Real Estate
“There are two primary choices in life: to accept conditions as they exist, or accept the responsibility for changing them.” (Denis Waitley)

About Jack

Jack has a progressive track record as a Tax and Finance professional through a 30 plus-year career. As a JD, CPA, he has the skill set to address issues not only on the tax and finance side, but also on the legal and operational side as well. His experience spans over 11 years in Big Four Accounting, including as a partner, to in-house experience managing functions for public and private companies. Having been in the financial services industry, he understands regulated environments and the controls required. He has had significant global exposure to operating issues from deal level (international cross border structuring and exits) to fund formation & investors/shareholders planning.

Client Results

RESULT #1:  Brought in the largest AWM client in the Midwest market.

RESULT #2:  Dropped over $20MM annually to the bottom line in tax savings.

RESULT #3:  Built out back office functions taking out over 800 hours annually through automation.

Areas of

  • Chief Tax Officer/ Big 4 Partner
  • Financial Advisory
  • Firm Strategy & Positioning
  • Buy Side Acquisition Prep
  • Sell Side Exit Prep
  • Family Business Succession
  • Capital Strategies
  • Leadership

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Recent Insights By Jack (Secondary Author)

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