Jamie brings fifteen plus years of valuation experience that includes leading and performing valuations of business entities and intangible assets for acquisition, divestiture, financing, financial reporting and tax. Jamie’s valuation experience primarily includes purchase price allocations for financial reporting and tax purposes (ASC 805), goodwill impairment testing (ASC 350), gift and estate valuations, share-based compensation valuations (409A and ASC 718), and tax restructuring.
Prior to joining Cabrillo, Jamie worked for 6 years in Duff & Phelps Valuation Advisory practice where she advised large multi-national companies, middle market companies, and small privately-held partnerships on a range of valuation and corporate finance issues including: business and equity valuations; intangible asset valuations; corporate and tax restructuring; financial planning and reporting; and domestic and international cost of capital requirements.
Prior to joining Duff & Phelps, Jamie spent over 7 years in Deloitte’s valuation practice. Prior to her valuation experience, she worked for 7 years as an accounting manager in financial reporting for a national insurance company. Additionally, she worked for over 2 years as a Senior Associate with a Big Four accounting firm’s assurance and advisory services practice providing auditing and business consulting services.
Jamie received her bachelors degree in Accounting from the University of Arkansas at Fayetteville and her MBA from Southern Methodist University. Jamie is a licensed CPA in the state of Texas, a member of the AICPA, and holds the accreditation in business valuation (“ABV”) from the AICPA. Jamie is also a member of CFA Institute and a CFA Charterholder.