R. Lee Foster
BV Advisors, Owner
A Joint Venture with Geffen Mesher
Background
BV Advisors, LLC, a valuation and litigation support services firm located in Portland, Oregon, was founded by Lee Foster, CPA, CFF, ABV, ASA in 2002. Lee provides project planning, project management, and project execution for financial valuation and litigation engagements encompassing economic analysis, financial advisory, and business valuation services related to public and privately held companies.
Lee has valued business enterprises, debt securities, fractional interests, and various other intangible assets, as well as conducted various discount study analyses and implementation (including blockage discounts). This valuation-related experience encompasses various industries and methodologies in financial valuation. Many of the appraisals performed by Lee have been for transaction, gift and estate tax planning, financial reporting, shareholder disputes, commercial litigation, marital dissolution, mergers and acquisitions (including fairness opinions), as well as other business transactions. Lee has completed numerous engagements for transfer tax purposes, particularly with respect to pass through entities such as limited liability companies, family limited partnerships, and S-corporations.
Professional Organizations
American Institute of Certified Public Accountants
Oregon Society of Certified Public Accountants
American Society of Appraisers
EDUCATION
Bachelor of Science in Accounting, Azusa Pacific University, Cum Laude
CPA – Certified Public Accountant with the American Institute of Certified Public Accountants
CFF – Certified in Financial Forensics with the American Institute of Certified Public Accountants
ABV – Accredited in Business Valuation with the American Institute of Certified Public Accountants
ASA – Accredited Senior Appraiser with the American Society of Appraisers, specializing in business valuation discipline
SPECIALIZATIONS
Business valuation services
Financial advisory services
Economic analyses