Jeremy Jennings, CPA, ABV

Partner - Valuation & Litigation Services

Jeremy Jennings

I enjoy helping clients understand the value of their business and providing insight to increase value.

OVERVIEW

Jeremy specializes in providing business valuation services for estate and gift tax purposes, litigation, management planning and purchasing and selling businesses. Jeremy also provides economic damage calculations for business litigation and personal injury litigation. To share his expertise, Jeremy has presented for the Tulsa County Bar Association, Tulsa Chapter of the Oklahoma Society of CPAs, and the Tulsa Estate Planning Forum.

When working with Jeremy, clients can expect deep technical knowledge developed through a passion for learning and more than 15 years of experience presented in easy to understand terms. Clients will also find that Jeremy has a passion for helping clients determine the value drivers of their organizations and monitoring and improving those drivers to increase the value of their business.

In his free time, Jeremy enjoys playing golf and spending time with his wife and two children.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Forensic and Valuation Services Section, AICPA
  • Oklahoma Society of Certified Public Accountants
  • Tulsa Estate Planning Forum

Designations/Licensures

  • Certified Public Accountant
  • Accredited in Business Valuation

Education

  • Bachelor of Science, Business Administration - Oklahoma State University

KNOWLEDGE

Client Work

  • Performs valuation services for estate and gift tax purposes, management planning, litigation and purchasing and selling businesses.
  • Performs litigation support services involving economic damages, shareholder disputes and other miscellaneous litigation.
  • Performs forecasts and advanced business reporting, as well as other general business consulting services.
  • Experience providing a broad range of services including assurance, tax compliance, tax planning and consulting for individuals, businesses, nonprofits and retirement plans.
  • Experience with a wide variety of industries, including automobile dealerships, construction and contracting, financial institutions, health care providers, manufacturers, nonprofits, and professional service companies.