Valuation and Risk Analysis
BVA, LLC provides a full range of valuation and risk analysis services for non-profit organizations for transaction, governance or regulatory purposes. Our goal is to assist you with the specialized data-gathering, research, analysis, and report delivery that fits your situation. We recognize that your needs are unique.

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.