Valuation and Risk Analysis
Foundations, endowments, and other non-profit organizations face unprecedented challenges as regulators and donors (existing and potential) focus on transparency and evidence of financial best practices. In a recent survey, an overwhelming majority of respondents said they did not have confidence in how their money was being used. Given the increased competition for every dollar, decision-makers can ill-afford to wait to put proper policies and procedures in place.
BVA, LLC can provide financial fiduciary training to board members and executive directors, review external money managers, assist with the creation of an appropriate investment and risk management process, and analyze compensation against industry norms. We are also available to render an opinion of value for potential donors who want to contribute non-cash economic interests such as intellectual property or stock in a closely-held company.
We start with an initial complimentary discussion to better understand the relevant background details and identify your deadline requirements. For those situations that require something other than a full-scale appraisal, we can assist you with a targeted study to help you improve performance, select an appropriate employee incentive program, forecast growth, assess competitiveness positioning, and satisfy other vital goals.
We are happy to work with you at any stage of the process but recommend that getting us involved early often saves you time and money. In some cases, a preliminary valuation or risk analysis can pave the way for a settlement, thereby avoiding a costly trial.
For cases destined to go to trial, we can help you and your counsel identify relevant documents during the discovery phase, assist you with deposition consulting, draft an expert witness report, rebut opposing expert testimony, prepare understandable and meaningful exhibits, and testify in court.Our highest priority is the combining of theory and practice to deliver a thorough, well-researched and clear report that can be effectively used by the trier of fact to bring about resolution.