Courtland Jackson

Zionsville, IN CFO

25 Years of Experience

Court is versatile high energy financial professional with over 30 years of senior executive and financial management experience. He has has extensive experience assisting small to mid-sized companies and non-profit organizations in the healthcare, real estate, insurance, construction, and services industries.

Just prior to joining B2BCFO Partners Court was Chief Financial Officer of a large state-wide physician practice and physician practice management company. As CFO he oversaw all the financial activities of this 20+ location practice including the Contractual Relationships with both the Physician and Hospital Partners, the strategic planning through this very tumultuous period of time for healthcare, and the ultimate successful sale and transition of the practice network to a large Tertiary Hospital System.

Court also served as Chief Executive Office of a Medical Malpractice Insurance Provider, which was sold to a National Medical Malpractice Provider after turning the operation around and bringing the Company to a profitable position.

Other professional experience includes having worked with a National Public Accounting Firm serving primarily healthcare and real estate clients. Services provided included audit, Medicare cost reports, HUD reports, certificate of need applications, and other consulting services.

Upon leaving Public Accounting Court worked with several Real Estate Development Companies providing financial forecast, contract negotiation, developing the project's financial structure, and assistance in syndication document preparation. This was a very active time period in which deals were structured to maximize the advantages offered in the tax laws with an eye on financial viability should those benefits go away.

Court's areas of proficiency include:

  • Development of Business Projections and Budgets

  • Cash Management

  • Financial Reporting

  • Managerial Accounting

  • Performance Monitoring Metrics

  • Audit Support

  • Capital Needs Planning & Bank Relationships

  • Mergers & Acquisition Due Diligence

  • Strategic Planning & Implementation

  • Establish Goals and Opportunities

  • Financial Accounting Systems & Internal Controls

Career accomplishments:

As CFO revamped the contract structure for an oncology network with their Hospital clients to bridge a financial shortfall created by the changing reimbursement regulations. This company demonstrated a strong income statement and was sold. The ownership was aging and looking for an exit strategy.

As CFO he was a key participant in negotiating a three-pronged contractual agreement between the oncology network, an international pharmaceutical company, and an electronic medical record (EMR) company out of Canada. This was a fairly complicated Agreement that allowed for the financial ability to install an EMR in the outreach clinic sites in 1999. This was way ahead of the EMR push you see today.

During his career Court has structured and spearheaded numerous real estate projects including new construction and rehabilitation of existing properties. Many of these projects were syndicated real estate investments.

Court earned his Bachelor's degree in Accounting from the Kelley School of Business at Indiana University, Bloomington, IN. He holds an active CPA License and a Real Estate Broker's License from the State of Indiana. He is member of the American Institute of Public Accountants, Indiana CPA Society, Metropolitan Indianapolis Board of Realtors, and is designated as a Chartered Global Management Accountant.

Court was born in Chicago, IL and grew up in Zionsville, IN, where he has lives with his wife Susie. He has two grown children. He is very active with non-profit activities and playing tennis on a regular basis. He is a lifetime member of the United State Tennis Association.


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About Courtland Jackson

Personal Website:

Universities:

Indiana University, Bloomington, IN

Certificates & Licenses:

CPA License, Indiana
Real Estate Broker License, Indiana

Organizations:

American Institute of Public Accountants
Indiana CPA Society
Chartered Global Management Accountant
Metropolitan Indianapolis Board of Realtors
Financial Executives Networking Group
United States Tennis Association

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