Business Valuation Resources, LLC

Guideline Public Company Method Workshop Highlights

Date: Wednesday, July 8, 2009
10:00am-11:40am PT / 1:00pm-2:40pm ET

Earn 2 CPE credits
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Co-Presented with:

Featuring (click image for more information):

Robert Schlegel
Houlihan Valuation Advisors

Linda B. Trugman
Trugman Valuation Associates, Inc.

Register for Teleconference - $249.00

Register for Teleconference and On Demand Pack- $339.00

Unlimited listeners can earn CPE credit at no additional charge (Click for More Information)

CPE credit is available for an unlimited number of listeners to any registered line.

To add listeners for CPE credit, contact customer service ( or (503) 291-7963) with main registrant's name, the names of the persons to receive credit, and their email addresses.

Conference On Demand Packs (Click for More Information on Teleconference Transcripts & Recordings)

BVR's On Demand Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Each On Demand Packs includes:

  • Recordings and transcripts of the presentation
  • All presentation visual aides and handouts
  • All ancillary reading materials suggested by our presenters

Why you should attend:

The Guideline Public Company Method best captures the effect of today’s volatile economy on the value of an appraisal target—and it’s more important than ever as business appraisers find that income and other approaches, with their market-based ERP and beta factors, frequently provide inflated conclusions of value. 

Hear Rob Schlegel describe the program:
(Click to Play - Runtime 3'07")

Never before has there been a better opportunity—or need—to develop a complete understanding of this increasingly essential valuation method.

In March 2009, BVR joined with Rob Schlegel ASA, MCBA (Houlihan Valuation Advisors), a highly-rated instructor for the ASA, IBA, and other accounting organizations, to offer an intensive seminar in current application of the GPCM. Join us on July 8 for a special teleconference featuring highlights of that workshop and live commentary, case studies, and Q&A with Rob Schlegel.

Highlights of this Special Workshop include:

  • GPCM research: What are the quickest, cheapest, and most dependable ways to get the data you need for your GPCM analyses?
  • Volatility and value:  The Markets had 28 days in 2008 where value changed more than 4%.   How do you correct your conclusions of value when the public markets lose or gain billions of dollars of value in a week?
  • Special concerns for GPCM for financial reporting
  • Correcting for capital structure and other factors: Special focus on the volatility in corporate debt/equity ratios, and how to make sure that your choice of public companies will hold up under scrutiny when dealing with income models in fair value reporting.
  • GPCM and the income approach:  Using what you learn from public company comparables to make sense of adjustments to equity risk premia, betas, and company-specific risk factors
  • Market Participants:  How does the regulatory and appraisal standards environment influence your choice of comparables?


  • Introduction & welcome
  • Highlights of the Guideline Public Company Method Workshop
    • What you know about guideline public companies
    • What you don't know about guideline public companies
      • Detailed information that can be gleaned from public markets
      • Useful applications of that information in any valuation
    • De-stigmatizing guideline public companies - Debunking classic myths
    • Use of guideline public data in turbulent times
    • The use of guideline public data to find information otherwise unavailable through other valuation methods
  • Live presentation with Linda Trugman and Rob Schlegel
    • Case study and example of proper guideline public company techniques
    • Further discussion of the guideline public in a troubled economy - using volatility to your advantage
    • Appropriate uses for guideline public company in any valuation
    • Q&A

Learning Objectives

  • Learn how to apply the guideline public company data appropriately, effectively, and efficiently
  • Use guideline public data to your advantage: harness turbulent markets to collect useful data
  • Separate fact from fiction with guideline public data - clearly understand its advantages and limitations
  • Understand when and how to guideline public company data is most useful

CPE Credit Information

Earn 2 Interactive CPE Credits (Consulting Services)

Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
NASBA Sponsor

Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group-Live
Recommended CPE: 2 Credit Hours

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a complaint resolution and refund policy with a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Stephanie Crader at: or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.