James R. Haefele

Since joining Haefele Flanagan in 1997, Jim has provided a variety of services to clients including tax consulting and compliance, general advisory, strategic business planning and budgeting, due diligence, business valuation and succession planning. He is regularly involved in negotiating loans and exploring financing alternatives for his clients with various financial institutions. Jim has extensive experience with the acquisitions and dispositions of business operations for corporations, partnerships, limited liability companies and sole proprietorships.

Jim is extremely active in his community, devoting a substantial amount of time to a number of professional and charitable organizations. He serves as treasurer for the Legacy Foundation, which supports Legacy Treatment Services in their mission to improve behavioral health and social service outcomes for people of all ages, taking them from surviving to thriving. Jim is also a coach for local youth soccer teams. When he’s not working, Jim enjoys golf, exercising, and mostly, spending time with his wife, Kara and twins, Ryan and Sarah. 

Education

Bachelor of Science in Accounting & Finance – Villanova University, Villanova, PA

Professional Credentials

Certified Public Accountant in Pennsylvania and New York

Accredited in Business Valuation

Certified Valuation Analyst

Master Analyst in Financial Forensics

Certified in Financial Forensics

Affiliations

American Institute of Certified Public Accountants

New Jersey Society of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants

National Association of Certified Valuation Analysts

CPAmerica, Inc.

Century Savings Bank  – Director

The Legacy Foundation, which supports Legacy Treatment Services – Treasurer

What’s your favorite part of your job? 

In a world where everyone is specializing, I still do a little bit of everything in multiple industries, which keeps it fun and interesting as I am always encountering new challenges and able to apply what I learn with other clients.  I also enjoy the people I work with because they are all unique and each adds value to our team. Mostly, I enjoy learning about my clients and their businesses and helping them achieve their goals and dreams by listening and advising to the best of my ability.

As a child, what did you want to be when you grew up?

A professional baseball player

Words to live by:

Borrowing from Emerson, Do not go where the path may lead, go instead where there is no path and leave a trail.