Black Oak Valuation Advisory, LLC (“BOVA”) strives to provide clients with incisive solutions for their valuation-related needs and opportunities. BOVA is led by Founder and Managing Member Jim Kelley, a CFA charterholder with over 20 years of hands-on experience researching and preparing securities valuation analyses across a variety of transactional and tax-related contexts.
Among other professional endeavors, Jim has presented to numerous organizations on valuation matters and published several thought-leading articles on valuation. In addition, Jim has been teaching equity valuation and other related subjects for over 15 years to both students and CFA candidates on the campuses of Texas Christian University, Southern Methodist University, The University of Dallas and The University of Texas at Dallas.