Jennifer is a Principal with UHY Advisors FLVS, Inc. based in Houston. She is a licensed Certified Public Accountant (CPA), accredited in Business Valuation in the state of Texas. Jennifer is also an Accredited Senior Appraiser (ASA).
Professional Experience:
Jennifer is responsible for quality, timeliness and profitability of business valuation matters. She also oversees the training of business valuation staff and is active in recruiting and marketing efforts. She manages a variety of valuation and litigation engagements, including valuation of business entities for the purposes of:
§ Tax compliance
§ Accounting compliance
§ Marital dispute
§ Business planning
§ Financial reporting
Relevant Employment History:
§ Joined the firm in 2002
§ Served as Senior Valuation Analyst for Arthur Andersen LLP, Houston, Texas (1997-2002)
Responsible for:
– Valuation analysis and report writing
– All options valuations for SFAS 123 purposes
– Training of business valuation associates
– Evaluating associates’ performances in written reviews
– Completing numerous oil and gas valuations
– Administrative matters
Educational Background:
§ M.B.A. in Finance and received Dean's Award for Excellence, University of Houston – Texas (2000)
§ B.B.A. in Accounting, Summa Cum Laude, University of Houston – Texas (1998)
Active and Prior Professional Memberships:
§ Certified Public Accountant
§ AICPA ABV Designation
§ Accredited Senior Appraiser Designation
§ American Society of Appraisers Member
§ American Institute of Certified Public Accountants Member
§ Houston Chapter of American Society of Appraisers Member
§ AICPA ABV Exam Review Course Task Force Member
§ AICPA Business Valuation Committee Fair Value Task Force Member
§ Litigation and Valuation Services Committee Member of the Houston CPA Society
§ Houston Estate & Financial Forum Member
Active and Prior Civic Memberships:
§ Immediate Past President of The Women’s Resource of Greater Houston
§ VP of Education Committee of The Women’s Resource of Greater Houston
§ Board of Trustees of The Women’s Resource of Greater Houston
Selected Speaking Engagements:
§ Valuation for Financial Reporting Purposes, presented at UHY LLP’s Annual Accounting & SEC Reporting Update (12/7/2006)
§ Understanding the Value of Your Company, presented at The President’s Forum of Houston: Rice Alliance for Technology and Entrepreneurship (10/19/2006)
§ Overview of Business Valuations for Trust & Bank Officers, presented to:
– Whitney Bank (11/2/2006)
– Bank of America (9/28/2006)
– Compass Bank (8/3/2006)
§ Business Valuations for Troubled Companies: When They Are Needed and How They Work, presented to:
– Thompson & Knight LLP (5/4/2006)
– Bracewell & Giuliani LLP (5/9/2005)
– Diamond McCarthy Taylor & Finley, LLP (7/15/2005)
§ Overview of Business Valuations for Attorneys, presented to:
– Bracewell Giuliani LLP (4/29/2008)
– Gardere Wynne Sewell LLP (4/27/2007)
– Zimmerman, Axelrad, Meyer, Stern & Wise, P.C. (2/12/2007)
– Baker & Hostetler LLP (7/13/2006)
– Winstead Sechrest & Minick, P.C. (4/18/2006)
– Underwood Perkins & Ralston, P.C. (4/11/2006)
– Strasburger & Price, LLP (3/22/2006)
– Jackson Walker LLP’s Dallas Office (2/7/2006)
– Kane Russell Coleman & Logan, P.C. (10/25/2005)
– Weil, Gotshal & Manges, LLP’s Houston Office (10/18/2005)
– Patton Boggs LLP’s Dallas Office (6/24/2005)
– Locke, Liddell & Sapp LLP’s Dallas Office (4/6/2005)
§ Valuation of Start-Ups and Emerging Businesses, presented to the Houston Chapter of Texas Society of Certified Public Accountants (10/27/2004)