Background
Jeff Balcombe writes on the valuation
of insurance organizations for IRMI.com.
As president and CEO of BVA Group (BVA), Mr. Balcombe leads the firm's
management committee and is actively involved in all aspects of overseeing the
firm's services, including valuations, financial advisory services, and
dispute consulting.
Mr. Balcombe has testified over 60 times on issues related to economic
damages and lost profits analyses, patent and copyright infringement,
misappropriations of trade secrets, purchase price disputes, wrongful contract
termination, shareholder disputes, financial fraud allegations, securities
class actions, and valuation issues including solvency and reasonably
equivalent value analyses.
BVA is a nationally recognized litigation, valuation, and financial advisory
firm that has a reputation for providing valuable insight and responsive
service to clients seeking guidance regarding complex financial issues. The
firm was founded in 1974 to pursue a simple but powerful purpose: to empower
others through its expertise in valuation, economic damages, and corporate
finance issues.
BVA has advised on numerous insurance-related assignments, for purposes
including litigation, mergers and acquisitions, tax planning, and estate and
gift tax. His work has involved agencies, brokers, and financial institutions,
with personal lines, excess and surplus lines, and other specialty market
providers including nonstandard auto, health care, workers compensation, and
administrators.
Outside of the litigation context, Mr. Balcombe has performed hundreds of
valuations across a wide range of industries for various purposes including
financial reporting, tax, employee stock ownership plans, solvency opinions,
and fairness opinions. He leads the firm's transaction opinion
committees.
In addition to being a certified public accountant (CPA) who holds the
designation of Accredited in Business Valuation, Certified in Financial
Forensics, and Chartered Global Management Accountant awarded by the American
Institute of CPAs, Mr. Balcombe holds the Chartered Financial
Analyst® designation awarded by the Chartered Financial Analyst
(CFA) Institute and is an Accredited Senior Appraiser in Business Valuation
through the American Society of Appraisers. He is one of the Panel of Experts
that writes for, and is recognized by, the Financial Valuation and
Litigation Expert journal, a periodical that publishes technical valuation
and litigation consulting topics and is referenced by those in his profession.
Additionally, Mr. Balcombe coauthored the Financial Valuation: Applications
and Models, (4th edition) (April 2017) and is a contributing author to the
Financial Valuation: Applications and Models (3rd edition) (April
2011).
Mr. Balcombe 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. He is an active member of the American
Institute of CPAs (Forensic and Valuation Services Section), CFA Institute,
Texas Society of CPAs, American Society of Appraisers, and the American
Bankruptcy Institute.