Jamie Burress

Forensic, Litigation & Valuation Managing Director

Jamie Burress
Office
Houston
Direct Dial
713.403.3362
713.403.3362
Jamie.Burress@whitleypenn.com
Education

BSBA in Accounting, University of Arkansas

MBA in Finance, Southern Methodist University

Over the past 20 years, Jamie Burress has led and performed valuations of business entities and intangible assets for acquisition, divestiture, financing, financial reporting, tax and litigation. Her valuation experience primarily includes purchase price allocations for financial reporting and tax purposes, goodwill impairment testing, gift and estate valuations, share-based compensation valuations and entity valuations for tax reporting, restructuring, and litigation.

Jamie’s industry focus for the last 10 years has been in the energy sector, including oilfield services, midstream operations, upstream and mining, including metals and coal. Additionally, she has advised many clients in the technology, biotechnology, industrial, manufacturing, specialty retail, real estate, health care, and financial services industries.

For a copy of Jamie’s CV, click here.

Experience
  • Whitley Penn LLP
    • Managing Director, FLVS
  • Cabrillo Advisors
    • Director of the Valuation Group
    • Primary Areas of Focus:
      • IRC 409a and ASC 718
      • ASC 820 Fair Value
      • ASC 350 Goodwill Impairment Testing
      • ASC 805 Business Combinations
      • Advisory and Fairness
      • Solvency Opinions
  • Duff & Phelps
    • Director of Valuation Advisory Services
  • Deloitte Financial Advisory Services
    • Manager of Valuation Services
Professional Certifications
  • Certified Professional Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Accredited in Business Valuation (ABV)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of CPAs – Houston Chapter
  • CFA Institute and CFA Society of Houston
Board and Community Service
  • West University Elementary School PTO – Executive Board Member (2017-Present) – Assistant Treasurer (2014-2016)
  • Wilkinson Center – Treasurer
  • Young Leader’s Council for United Way of Greater Houston – Member
  • Houston Express Soccer Club – U6 Coach
Seminars/Lectures/Publications
  • 2010 Speaker TSCPA Spring Accounting Expo-Houston Chapter – “Trends in Goodwill Impairment Testing”
  • 2009 Speaker Fulbright & Jaworski Business Divorce Seminar – “Common Issues in Partnership Valuations”
  • 2009 Speaker TSCPA Spring Accounting Expo-Houston Chapter – “A CPA’s Role in Intellectual Property”\
  • 2008 Speaker Duff & Phelps Fair Value Update – “Non-Controlling Interests and Step Transactions in Business Combinations.”
  • 2004 Speaker University of Arkansas Joint Principles of Finance and Accounting Classes – “Cost of Capital Concepts and Analysis”

 

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