BVA Group’s Laurie-Leigh White joined Katie Guerra of Hisco, Inc. at the Employee Stock Ownership Plan (ESOP) annual Spring Conference and Awards Luncheon. The two discussed the basics of the ESOP valuation process to help attendees effectively communicate the process to employee-owners. They also explained how an ESOP company communicates stock price to its employee-owners. Click here for more information about BVA's ESOP expertise.

BVA Group's John Ray served as a panelist at the American Bar Association’s Advanced Property Tax Seminar in New Orleans, LA. John was joined by Cynthia Fraser, Principal at Garvey Schubert Barer, and Clara Lee of The Wonderful Company LLC. Topics included recognizing and quantifying economic obsolescence.

BVA is proud to congratulate Alexander Walther on co-authoring the AICPA’s newly released Forensic and Valuation Services Practice Aid, Calculating Lost Profits, which updates and replaces the prior version released in 2006. The Practice Aid provides in-depth discussion of key issues relevant to lost profits calculations, examples of the types of documents typically considered in the calculation of lost profits, and a new hypothetical business case study illustrating the practical application of concepts. For more information about BVA’s lost profits expertise, visit our Services page.

BVA joined Hunger Busters to prepare over 1,500 dinners for elementary school aged children who do not have access to meals outside of school. The dinners were packaged with care and included a ham and cheese sandwich, apple sauce, and apple for each child.

BVA built its largest team yet for the fifth consecutive ASC Heart and Sole Fun Run. The 2019 run benefitted Mosaic Family Services, an organization dedicated to empowering survivors of human rights abuses around the world. BVA’s competitive spirit was on display as several members finished with some of the fastest race times of the day. To refuel, BVA team members, family members, and friends gathered for breakfast at Another Broken Egg.

Team BVA enjoyed a slew of holiday celebrations throughout the season. Each office hosted an in-office white elephant gift exchange featuring hilariously creative offerings. Later, friends and family joined the team for delicious food, drinks, and socializing at the formal holiday parties.

Several BVA team members visited Painting with a Twist for an artistic evening culminating in colorful “amateur pieces” that revealed unique perspectives and techniques. The event follows a visit to the Houston Museum of Fine Arts earlier in the year, where the group first developed a shared interest in bolstering their data-driven days with creative exploration.

BVA’s Houston office participated in Santa’s Wish List, an event created to provide holiday gifts to children served by Child Advocates.

BVA Group team members spent a chilly fall afternoon swinging through the trees at Go Ape Zip Line and Treetop Adventure in Plano, testing everyone’s balance, strength, and nerves for a fun team-building event. 

BVA team members enjoyed a potluck Thanksgiving lunch as they packaged 40 Thanksgiving baskets for families in need who would not otherwise be able to enjoy a traditional Thanksgiving meal. This year, over 200 baskets were collected and distributed. The firm is proud to come together and support this cause, which is spearheaded by a friend of the firm’s Operations Coordinator, Elizabeth Satterfield.

BVA Group takes matters seriously and Halloween is no exception! Vice President Katherine Hinz represented BVA in the building-wide jack-o'-lantern contest with this thematic design.

Texas Lawyer and its readers proclaimed BVA Group Texas’ Best for the fourth consecutive year in 2018. BVA holds the titles of Texas’ Best Business Valuation Firm, Corporate Investigations Provider, End-to-End Litigation Consultant, and Expert Witness Provider.

Laurie-Leigh White and Jeff Balcombe served as panelists during two lively discussions this month.

The Houston team had the pleasure of lending a helping hand at Dress for Success. Dress for Success is an international not-for-profit organization that empowers women to achieve economic independence by providing a network of support, professional attire, and the development tools to help women thrive at work and in life.

BVA Group joined Communities Foundation of Texas for its 17th annual Freedom Day, a series of community service events honoring the lives lost and forever changed by the tragic events of September 11, 2001.

BVA Group is a committed partner of Rainbow Days, a nonprofit serving nearly 180,000 children in the Dallas community alone. In 2018, BVA joined the group’s 27th annual back-to-school celebration as Bus Ambassadors.

BVA Houston volunteered at the Houston Arboretum. The Houston Arboretum & Nature Center is a 155-acre non-profit nature sanctuary with over five miles of walking trails through forest, meadow, and wetland habitats.

BVA Group is committed to partnering with North Texas Food Bank in their mission to combat increasing food insecurity in North Texas. The team recently gathered to assemble boxes of healthy groceries for adults, packaging 18,200 pounds of food (equivalent to 15,167 meals) in total.

BVA’s Dallas office hit the local Whirlyball court for a rousing mix of bumper cars, lacrosse, and basketball. Game faces were on full display as the competition grew fierce. The firm’s summer analysts shined and the group happily stayed long beyond their planned court time.

Team BVA recently got together to cheer on the Frisco RoughRiders, the Double-A affiliate of the Texas Rangers. As the game neared the last inning, BVA took full advantage of Dr Pepper Ballpark’s lazy river. After the game, the fun continued at local favorite, Union Bear.

BVA’s Houston office participated in a scavenger hunt at the Houston Museum of Fine Arts that provided a creative adventure outside of its usually numbers-heavy days. The event brought out the best in the group, leveraging teamwork, problem solving, and camaraderie. Festivities continued after the scavenger hunt as the team gathered at Axelrad, a local outdoor patio bar.

BVA proudly participated in the National Business Development Association’s second annual golf tournament this spring. The 18-hole tournament, through the allocation of a portion of the proceeds, supports NBDA’s charity partner, Genesys Works. Genesys Works is a national organization providing pathways to career success for high school students in underserved communities through skills training, meaningful work experiences, and impactful relationships.

BVA Group's Laurie-Leigh White and Jesus Rios served on the Planning Committee for Houston's 8th annual American Society of Appraisers (ASA) Energy Valuation Conference, co-sponsored by BVA.

BVA Group's Stephen Jaquess and Mandy Knies volunteered at the 2018 Attorneys Serving the Community (ASC) Silent Auction, which raised over $48,000. ASC’s mission is to bring together lawyers who collectively utilize their resources and talents to support local non-profit organizations whose programs benefit women, children, and families.

Team BVA converged on the ice to settle a popular debate among Olympic spectators: is curling really that difficult? The verdict: yes.

BVA's Houston office recently gathered at Dave and Busters to celebrate camaraderie over friendly competition and refreshments.

For the fourth consecutive year, team BVA gathered to participate in what has become a firm tradition: the 2018 ASC Heart & Sole 5K and Fun Run.

Laurie-Leigh White continues to serve as a leading expert, conducting lively discussion on a variety of topics. Her recent speaking engagements include the TSCPA Forensic, Litigation, and Valuation Services Conference; the Louisiana Association for Justice Last Chance CLE, the Houston CPA Society Tax Expo, and the Southwest ESOP Association's Spring Conference.

BVA is proud to announce the promotion of Laurie-Leigh White and Todd Fries to Partner. The firm also recognizes the exemplary performance of four rising leaders as they are promoted to Vice President.

BVA Group proudly supports Stay the Course, a non-profit organization focused on providing evidence-based therapies to individuals, couples, and families who have served in the military or first response services. Stay the Course introduces military and first-responder families to various resources in their communities which fill prevalent gaps in their needs.

In the 2017 Texas’ Best survey, Texas Lawyer named BVA Group the leader for Business Valuation Firm, Corporate Investigations Provider, End-to-End Litigation Consultant, and Expert Witness Provider. The firm proudly congratulates its employees on their continued achievement and recognition. Click here to see the list.

BVA helped local kids kick off the school year on the right foot this year.

This month, the Houston office visited the Houston Food Bank to prepare meals for children in the Greater Houston area.  Volunteers produce the equivalent of one meal per minute while helping sort, process, and pack food. Last year the Houston Food Bank provided over 83,000,000 meals to the hungry and is on track to exceed that number this year. Click here to learn more about how you can get involved.

The Dallas office recently visited Tre Cooking Concepts for a lesson from Chef Tre Wilcox. Things got heated as the teams battled it out in a Chopped-style competition. The Houston office raced the clock at Houston Escape Room, with all three teams emerging victorious.

BVA Group’s Dallas team members recently returned to North Texas Food Bank, a top-ranked nonprofit relief organization dedicated to combatting increasing food insecurity in North Texas. A member of Feeding America, North Texas Food Bank has become a favorite stop for BVA volunteers. During the latest visit, BVA packed 2,708 meals.

BVA Group is proud to support local nonprofit Vogel Alcove by participating in its 26^th Annual Arts Performance Event featuring Kenny Loggins and Emerald City Band. Each year, Vogel Alcove’s premier event raises significant funds to support its mission; providing therapeutic early childhood and school-aged programs, family support and physical/mental health services tailored to the needs of homeless children. The 2017 event raised over $1.5 million. Click here to learn more.

Team BVA recently gathered for two outings full of fast-paced fun.

BVA Group was proud to co-sponsor the 2017 Party for Hope at the George W. Bush Institute, benefitting Hope Supply Co. The event featured well-known political consultants, authors, and spouses James Carville and Mary Matalin as keynote speakers. Attendees engaged in lively discussion of modern politics and the future of partisanship.

BVA families are honored to have been a part of the ASC Heart & Sole 5K and Fun Run for the third consecutive year. The ASC-selected beneficiary for 2017 was Junior Players, a non-profit children's theater organization whose mission is to encourage intellectual growth, mental well-being, and the development of life skills in the youth of North Texas through mentoring, creative expression, and participation in dramatic and arts activities.

Stephen Jaquess recently represented BVA Group during Career Day at a Title 1 elementary school in Dallas. 

This Thanksgiving season, Team BVA enjoyed build-your-own ice cream sundaes and a holiday movie as they packaged Thanksgiving baskets for the Children's Advocacy Center of Denton County. In total, BVA contributed 33 baskets to CACDC, which distributed the food to families in need affected by child abuse who were otherwise unable to enjoy a traditional Thanksgiving meal.

In the spirit of camaraderie and celebration, the BVA team recently enjoyed two firm functions.

BVA Group congratulates Senior Vice President Laurie-Leigh White on being recognized with a 2016 AICPA Standing Ovation Award for her significant achievements in forensic and valuation services.

In the 2016 Texas’ Best survey, Texas Lawyer named BVA Group the leader for Business Valuation, Corporate Investigations Provider, End-to-End Litigation Consultant, and Expert Witness Provider. Click here to see the list.

BVA Group supported the Dallas Volunteer Attorney Program through its sponsorship of the 2016 DBA Bench Bar Conference at Horseshoe Bay Resort.

BVA Group's Erica Bramer, along with Andrew Melsheimer and Professor Peter Winship, provided a topical update on international arbitration.

BVA Group’s Erica Bramer, alongside Judge Marvin Isgur, Judge Tony Davis, and attorney Rakhee Patel, presented at the State Bar of Texas’s “Forensic Finance: Better Bankruptcies through Better Numbers.”  The panel engaged in a lively discussion on bankruptcy budgets, projected cash flows, and feasibility planning in Chapter 11 bankruptcy cases. 

The team at BVA Group recently volunteered at the North Texas Food Bank, a social benefit organization that distributes donated food through feeding programs and Partner Agencies. While volunteering, BVA helped organize and pack 150 boxes of food, which equals 3,960 meals for families in North Texas.

Team members from BVA Group recently attended the 30th annual ASC Luncheon. The keynote speaker was one of America’s most inspiring executives, Steve Pemberton, who serves as Vice President, Diversity and Inclusion and Global Chief Diversity Officer for Walgreens Boots Alliance. Each year, ASC presents fundraising events that support its selected beneficiary. ASC has raised almost $4 million for Dallas area non-profits since its creation in 1987. As a longtime contributor, BVA is always proud to participate in ASC events and fundraising. 

So far this year, BVA has added new team members, expanded its footprint, launched a custom website, and continued to provide clients with unmatched service and expertise. Meet the new team members and learn more about BVA's recent engagements in the June 2016 Year-to-Date.  

Team BVA came together to participate and contribute to the 2016 ASC Heart & Sole 5K and Fun Run benefitting Dallas CASA. Dallas CASA volunteers advocate for the best interests of abused and neglected children, helping these children gain safe, permanent homes. 

BVA Group is thrilled to have won first place in several categories in the recent Texas Lawyer Texas’ Best Survey. We appreciate those who voted and our hardworking team!

Texas Lawyer awarded BVA Group first place in the 2015 Texas’ Best survey for Business Valuation, Corporate Investigations Provider, End-to-End Litigation Consultant, and Expert Witness Provider. 

Thank you to the Panelists and Attendees for an Informative Presentation to the Bankruptcy & Commercial Law Section of the Dallas Bar Association.

Section 2704(b)(3) gives the IRS broad authorization to issue regulations that could potentially disallow valuation discounts. Potential new regulations may have a dramatic impact on the valuation of interests in closely held corporations or partnerships that are transferred to family members.

Team BVA came together to participate and contribute to the 2015 Carry the Load Dallas Memorial March. Carry the Load works to restore the true meaning of Memorial Day by providing an interactive way for Americans to remember, honor, and celebrate those who sacrifice for us daily. 

BVA welcomes Scott Dalrymple, CFA, who joins the firm as an Executive Vice President and Partner. Scott specializes in securities analysis, intellectual property, quantitative valuation, economics, and econometrics. Click here to learn more about Scott.

As part of its regular firm functions which are aimed at building a spirit of camaraderie, Team BVA recently came together for a game of paintball.

Team BVA participated in Attorneys Serving the Community’s Heart & Sole 5K on February 14, 2015 benefiting Helping Restore Ability, a leading nonprofit provider of services for Texans with disabilities.

Jeff Balcombe, President and CEO of BVA, recently announced that Doug Rudley is retiring from the firm as of December 31, after a career in the transaction advisory business spanning over thirty years, including the last twelve years with BVA. In recent years Doug has spent much of his time consulting and providing expert testimony in major securities litigation. 

BVA was a proud participant in the United Way’s Summer Meals Program on June 18, 2014. In celebration of their 90th anniversary, United Way is hosting nine large scale volunteer events, called “Nine for 90”, that serve to unite the community against the issues we face today. June was all about combatting hunger and homelessness.

The Dallas Business Journal has selected BVA Group's Erica Bramer as one of their "40 under 40 Business Professionals" for 2013. Each year, The Dallas Business Journal seeks forty individuals, under the age of 40, who are making a difference in business and their community. Erica Bramer was selected out of over 300 nominees for this honor.

BVA Group is proud to support the 2013 HP Byron Nelson Championship and the Salesmanship Club. Click here for more information on how to partner with the Byron Nelson Championship and the Salesmanship Club.

Team BVA is proud to participate in the Walk for Wishes in Williams Square in Irving, Texas on April 6, 2013. This year, Make A Wish North Texas is changing its Race for Wishes to Walk for Wishes. They hope that taking out the logistics of a run will help people focus on what is most important and that is raising money to grant more wishes! Please contact cchristensen@ntxwish.org for more information.

The BVA Group is proud to sponsor a table for the 2013 Wish Night® hosted by the Make A Wish® Foundation. The event will be held on Saturday, May 18th at the Hilton Anatole in Dallas, Texas.

Verizon Communications Inc. on Friday rested its defense in Texas federal court against U.S. Bank NA’s claims the telecom giant grossly inflated the value of Idearc Inc., which later filed for bankruptcy, in a $9.9 billion spinoff deal, but won’t get a ruling in the case before December.