Date: Thursday, November 17, 2016
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Featuring  (click image for bio)

Linda B. Trugman
Trugman Valuation Associates, Inc.
Robert Schlegel
Houlihan Valuation Advisors

About This Program

Do you suffer from guideline-public-data-phobia? Symptoms include comparable company size anxiety and difficulty with adjustments and cost avoidance. You’re not alone. Many appraisers suffer from guideline-public-data-phobia, and avoid using public data in their private company valuation assignments. Perhaps it’s time for you to have a talk with an expert. Join Linda Trugman and Rob Schlegel for an update on this fundamental skill. Hear advice for factoring in public market evidence through economic and industry data to support analysis of betas and selection of guideline companies and specific company risk premiums. Be part of the discussion on the various sources for GPC data, and see examples of how to adjust for size and growth differences. Take the first step in curing your guideline-public-data-phobia, and be on your way to a stronger, more robust value conclusion.


  • Background of GPC evidence, how this data provides the fundamental background for all valuation analyses
  • Where to get this data through service providers as an alternative to digging out results from 10-Ks and 10-Qs
  • Mechanics of adjusting GPC data for size and growth differences
  • Importance of GPC data for the income approach.
  • How we can use GPC data through economic and industry analysis to support our decisions regarding Betas and subject company risk

Learning Objectives

  • Distinguish the advantages/disadvantages of  seeking data from among the several data service providers
  • Recognize the importance of data from publicly traded companies in undertaking appraisal assignments
  • Prepare and defend better support for income approach calculations
  • Understand how the size and growth adjustment procedures are undertaken and why this procedure makes the GPC companies more comparable to the appraisal subject

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

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