Jennifer P. Todd

Executive summary

Jennifer is a Director at Grant Thornton Advisors LLC’s Bellevue, Washington office. She has nearly thirty years of business valuation experience and serves as the national tax valuation lead.

Jennifer has a broad base of experience in the valuation of closely held businesses for a variety of purposes, including litigation support (marriage dissolutions and minority shareholder disputes), management planning, corporate conversion, buy-sell agreements, and estate planning and taxation. Jennifer’s primary focus has been in the valuation of minority and majority interests in closely held businesses, general and limited partnerships, and limited liability companies for estate and gift tax purposes. This specialty involves working with the Internal Revenue Service in audit settlements as they arise.

The private companies she has served operate in a variety of industries, including manufacturing, distribution, real estate investment and development, construction, aerospace and commercial fisheries.

Prior to joining Grant Thornton LLP, Jennifer was a manager at a boutique valuation and litigation support firm in Seattle.

Professional qualifications and memberships

• Chartered Financial Analyst (CFA), which involves a three-year program testing competency in: equity security analysis, fixed income security analysis, portfolio management, financial accounting, economics, and quantitative methods.
• Accredited Senior Appraiser (ASA), under the auspices of the American Society of Appraisers.
• Member of CFA Society of Seattle, CFA Institute and American Society of Appraisers.

Education

• Bachelors of Science in Finance, Santa Clara University