Senior Level Attention

  • Broad-based, relevant experience in investment banking, M&A, private equity, business ownership, C-level corporate management, and entrepreneurial ventures provides unique perspective.
  • Quickly get to key points/issues
  • Understand complex situations and subtle nuances that make huge differences in outcomes or success
  • Focused and committed
  • Limited clients at any one time
    • Your transaction is very meaningful to us
  • Accessible and easy to work with

Global Access

  • Access to and knowledge of complementary resources required to complete virtually any transaction
  • All potential types of potential capital providers:
    • Private equity
    • Corporations
    • Family offices
    • Venture funds
    • Entrepreneurs
    • Banks and non-bank lenders
    • Deal Professionals (Attorneys, Accountants, QofE Firms, Diligence Specialists, Insurance)

Superior Execution

  • Know how to get deals done
  • Understand that process and details matter
    • Take the time necessary to understand the business
    • Really understand client transaction rationale and goals
  • Custom-tailored processes
    • Based on client goals and market assessment
  • Full-service — we do heavy lifting with appropriate client input
  • Best-in-class selling and presentation materials
  • Access to necessary resources to manage and execute process

Founder and Managing Partner: Jim Maxwell, JD/EA, CRE

Jim focuses his practice on mergers and acquisitions, business transactions, tax planning, and business planning. His guidance is grounded in more than two decades of experience in business transactions, business start-ups, and growth strategies for small to medium sized businesses. Jim frequently advises clients on issues concerning the formation of legal entities, business contracts, the sale and acquisition of businesses, commercial real estate transactions, franchising, licensing and tax planning. He has represented clients in M&A transactions from $500,000 to $50 million. In addition, his close relationships with clients enable him to assist business owners and their families with complex issues relating to succession planning, and to offer tax planning and business growth strategies.

Jim Maxwell’s clients include light manufacturing, HVAC, financial advisory, fast casual dining, advertising, real estate development, distribution and retail grocery companies, as well as medical and dental practice groups, law firms, CPA firms, engineering firms, and other professional companies, vineyards and wineries, and tax exempt organizations. 


  • Member: Virginia Bar Association
  • Adjunct Professor: University of Richmond
  • Member: National Association of Enrolled Agents
  • Licensed Enrolled Agent
  • Licensed Real Estate Agent in Virginia
  • Member: American Business Brokers Association
  • Member: Carolina Virginia Business Brokers Association
  • Member: Richmond Association of Commercial Real Estate

In addition to managing Maxwell & Associates, PLLC, Jim Maxwell owns Pinnacle Accounting Services with three offices in the Richmond area. Prior to starting Maxwell & Associates, PLLC, Jim managed Hawley Martin Advertising Agency and held C-level positions with many small to medium sized businesses. Jim is also an Adjunct Professor of Business at The University of Richmond. Jim is an alumni of VCU’s School of Business (Accounting), University of Virginia (Law and Commerce), and University of Richmond (Leadership). Jim lives in the Tuckahoe area of Richmond with his wife, Grace, and his son, Camp. Jim is very active with The Country Club of Virginia tennis and squash teams, enjoys golf, hunting and fishing, and is a member of Saint Stephens Episcopal Church.