Jeff Balcombe

Jeff Balcombe

CPA* / ABV / CFF / CGMA, CFA, ASA

President and Chief Executive Officer

Jeff Balcombe is President, Chief Executive Officer, and Partner of BVA Group. As CEO, 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 broad industry knowledge and has testified over 50 times in depositions and at trials/hearings on issues related to economic damages and lost profits analyses, patent and copyright infringement, misappropriation of trade secret violations, purchase price disputes, wrongful contract termination, shareholder disputes, financial fraud allegations, securities class actions, and valuation issues, including solvency and reasonably equivalent value analyses. Mr. Balcombe’s clients range from individual plaintiffs to large global companies and investment banks. He has been involved in matters involving small commercial disputes as well as matters with over $25 billion at stake.

Outside of a litigation context, Mr. Balcombe has been involved in hundreds of valuations across numerous industries performed for various purposes, including financial reporting, tax, ESOPs, solvency opinions, and fairness opinions. Mr. Balcombe leads the firm’s solvency and fairness opinion committees.

In addition to being a Certified Public Accountant* who holds the designation of Accredited in Business Valuation, Certified in Financial Forensics, and Chartered Global Management Accountant awarded by the American Institute of Certified Public Accountants, Mr. Balcombe holds the Chartered Financial Analyst® designation awarded by the CFA Institute, and is an Accredited Senior Appraiser in Business Valuation through the American Society of Appraisers. He is also an Expert Commentator, writing about the insurance industry, for the International Risk Management Institute, a highly-ranked website with over 53,000 subscribers, and 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 has given presentations involving valuation and litigation, including continuing legal education events, and is a published author. He co-authored 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 was the founder and president of Blue Sky Billboards LP, which became one of the fastest-growing outdoor advertising companies in Oklahoma from 2005 through 2011, and was sold to a private equity group after a sale process involving multiple bidders, which he led. Before joining BVA, Mr. Balcombe was co-founder and chief financial officer of a software company where he was the co-inventor on a patent and was involved in raising significant private capital. Prior to that time, Mr. Balcombe was with Ernst and Young LLP as an audit professional for three busy seasons, as well as a financial advisory consultant.

Mr. Balcombe received a Master in Professional Accounting and Bachelor of Business Administration from the University of Texas, where he graduated with honors. He is an active member of the American Institute of Certified Public Accountants (Forensic and Valuation Services Section), CFA Institute, Texas Society of CPAs, American Society of Appraisers, and the American Bankruptcy Institute.

In addition to leading the firm’s management committee, Mr. Balcombe is a member of the board of directors of Nimbic Systems, Inc., a Houston-based, private-equity-backed medical technology company. Mr. Balcombe is also involved in his church, as well as charitable causes. He has been married since 1995 and has three children.

*Although BVA employs CPAs, it is not a CPA firm.