Business Valued Advisor Fund

Business Valued Advisor Fund

Facilitating long-term community development in economically distressed areas

The Business Valued Advisor Fund (BVAF) is a community development entity that facilitates long-term community development in economically distressed areas through the New Markets Tax Credit program and partnerships with local community development organizations and stakeholders.

    The BVAF also partners with local community development organizations to provide investment into these entities and subsequently into projects aligned with community interests. By investing in growth of the community-aligned projects and businesses, and providing additional financial advisory services, the BVAF seeks to provide opportunities for sustainable economic growth in the communities it serves.

    Fostering sustainable economic growth for underserved communities requires a combination of capacity building and direct financial support.

    The Business Valued Advisor Fund

    • Maximizes community relationships and resources
    • Leverages New Markets Tax Credits (NMTC)
    • Provides access to underwriting structuring, compliance, and reporting expertise
    • Establishes connections between investors, lenders, and alternative resources
    • Offers basic training for lenders, investors, community development entities (CDEs) and community development financial institutions (CDFIs) in NMTCs
    • Provides financial counseling and other services to not-for-profits, business, and other entities to support long-term community growth
    Three ways your competitors are fueling growth

    Business Valued Advisor Fund

    Valued Advisor Fund Leadership
    • Terri Preston, Executive Director
    • Mike Ross, Investment Director
    • Don Bernards, Community Relations Officer
    Advisory Board Chair
    Advisory Board Members
    Additional information
    Business Valued Advisor Fund applications

    For specific questions on the Business Valued Advisors Fund, please contact:

    Terri Preston
    312 307 9550
    tpreston@businessvaluedadvisorfund.com

    In accordance with federal law and U. S. Department of the Treasury policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age or disability. To file a complaint of discrimination, write to Department of the Treasury, Office of Civil Rights and Diversity, 1500 Pennsylvania Avenue, NW, Washington, D. C. 20220 or call (202) 622-1160.

    Business Valued Advisor Fund is an Equal Opportunity provider.