Jeff D. Balcombe, CPA/ABV/CFF, CFA, ASA
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President and Chief Executive Officer
The BVA Group LLC
5601 Granite Parkway Ste 740
Plano, TX 75024-6654
Phone: 972-377-0300
www.bvagroup.com
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Jeff Balcombe writes on
valuation
of insurance organizations for IRMI.com.
As president and CEO of The BVA Group LLC (BVA), Mr. Balcombe is an expert
in valuation, economic damages, and financial forensics.
BVA, with origins that trace back to 1974, is one of the largest business
valuation and litigation consulting firms in the Southwest. The firm specializes
in the valuation of businesses and intangible assets, economic damage analyses,
lost profits, intellectual property infringement, expert testimony and financial
forensics and serves clients in a wide variety of industries, including the
insurance industry. BVA has consulted on numerous insurance-related valuation
projects including acquisitions, sales, and valuation of businesses for purposes
including M&A, tax planning, and estate and gift tax. BVA's insurance practice
is diverse and includes agencies, brokers, and financial institutions, with
personal lines and excess and surplus lines and other specialty market providers
including nonstandard auto, health care, and administrators.
In addition to being a Certified Public Accountant who holds the designation
of Accredited in Business Valuation and Certified in Financial Forensics issued
by the American Institute of Certified Public Accountants, Mr. Balcombe holds
the Chartered Financial Analyst designation and is an Accredited Senior Appraiser
in Business Valuation through the American Society of Appraisers. He received
a master's degree in Professional Accounting and a Bachelor of Business Administration
from the University of Texas at Austin, where he graduated with honors.
Articles on IRMI.com
Valuation of Insurance Organizations
Recent Trends in the Valuation of Health Insurers (November 2011)
Life Insurance Company Valuations and Interest Rates
(August 2011)
Impact of Hard Market Expectations on Agency and Broker Value
(May 2011)
Valuation of Reinsurers: 2011 (March 2011)
Mergers and Acquisitions Market for Property and Casualty Insurers
(December 2010)
Impact of Healthcare Legislation on Health Insurance Companies (August
2010)
The Value of Insurance Customer Relationships or Policies (May 2010)
Growth and Uncertainty in P&C Insurer Valuation (February 2010)
Insurance Agency/Broker Valuations Remain Uncertain (November 2009)
Recent Trends in Valuation of P&C Insurers: 2009 (August 2009)
Valuation Insights: TARP and Insurers (May 2009)
2009 Health and Life Insurance Trends (March 2009)
Credit Crisis and Insurance Companies (November 2008)
Insurance Industry Valuation Insights: Recent Trends 2008 (August
2008)
Insurance Valuation Insights: Reinsurers (May 2008)
Valuation
Insights: Health and Life Insurers (March 2008)
Property/Casualty
Insurer Valuation Insights (November 2007)
Valuation
Insights: Insurance Agencies and Brokers (August 2007)
Financial
Institution Acquisitions of Insurance Agency Platforms (May 2007)