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Jason R. Davis, MSBA 

In 1992 Jason R. Davis,  a local Marin County businessperson, started their finance career as a banker in San Rafael.  A decade later they formed the accounting, bookkeeping, and consulting firm, Data & Admin Services Inc. (now doing business as J.R. Davis & Associates) Jason and staff manage more than 50 client relationships and oversee more than $200M in transactions annually.

Some of J.R. Davis & Associates  major accomplishments include:

  • Completed acquisition and accounting, SBA financing and construction financing for a private company to purchase a building for redevelopment.
  • Assisted clients acquire new banking relationships amid the 2023 banking crisis. Managed the migration of financial operations to new bank relationships.
  • Completed Acquisition and accounting, real estate financing and construction project for a non-profit.
  • Guided a mature C corporation through the S Corporation conversion process including coordination with tax lawyer and cpa.
  • Launched dashboards and analytics for multiple clients resulting in companies being able to make difficult decisions and accept opportunities.
  • J.R. Davis & Associates has also overseen multiple successful business sales and acquisition transactions.
  • Guided companies through Payroll Protection Program to navigate through process and compliance.
  • Completed $190M round of construction financing for the Utah Red Hills Renewal Park with Scatec Solar ASA (Norway), through a tax equity partnership.

Education:

Masters of Science – Business Analytics (MSBA): Dominican University of California

Strategic Management: Dominican University of California

Contact

Email Jason
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