Jade is an experienced valuation analyst with a proven track record of providing trustworthy and credible, defensible valuations across multiple industries. Jade’s extensive experience includes Employee Stock Ownership Plans (“ESOPs”) and she has been engaged by several institutional and independent ESOP trustees for new formation transactions, additional interest acquisitions, and annual valuations, in addition to termination purposes, including sales to third parties.  She also has experience valuing operating and asset holding companies for gift and estate reporting and corporate planning purposes.