Business Valuation Resources, LLC

Using On-Site Interviews to Uncover What Really Matters

Date: Wednesday, September 30, 2009
10:00am-11:40am PT / 1:00pm-2:40pm ET

Earn 2 CPE credits
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Register For:


On Demand Pack* $249.00
Teleconference and On Demand Pack* $339.00

*Please note: CPE credit is not available through On Demand Packs

Featuring (click image for more information):

Warren D. Miller
Beckmill Research, LLC
Beckmill Capital, LLC
Russell Hudson
D.B.A., C.P.M.

Why You Should Attend

Hear Warren Miller
describe the program:

(Click to Play - Runtime: 3'11")

As Warren Miller describes them, on-site interviews are "the most underappreciated, underutilized, and overlooked phase of the valuation process." As fundamental as interviews are to the valuation process, it's hard to argue with either their importance or their relative obscurity when compared to more "glamorous" or "cutting edge" valuation techniques. Indeed, Miller describes the information gathered from metrics, ratios, and other valuation tools as "effects" whose "causes" can most easily be obtained from on-site interviews: "If we can't explain [aberrant metrics], we don't really understand what we're valuing, and we will get the valuation right purely by chance."

In "Using Onsite Interviews to Uncover What Really Matters" Miller will lead an in-depth discussion of what every appraiser must know to make their on-site interviews as efficient and informative as possible. From properly timing the interview to asking the right questions of the right personnel, this teleconference is a necessary examination of one of the most essential parts of the valuation process. You may think you know how to conduct an interview, but now it's time to find out for sure.


  • Introduction and overview
  • Why on-site interviews are the most underutilized, underappreciated, and under executed phase of the valuation process
    • Preparation for on-site interviews
    • Pre-visit analysis
    • Selection of whom to interview and when
  • Objectives of interviews
    • The "Whys" about the "Whats"
    • The Causes of the Effects
      • Effects: uncovering the drivers of ratios and related metrics
      • Causes: a five-facet framework called SPARC (Strategy, People, Architecture, Routines, Culture)
  • Conducting interviews strategically
    • Ask the right questions of the right people in the right order
    • Objective outcomes of interviews
  • Bolster valuation conclusions
    • Ensure that values are arrived at by more than chance alone
  • Follow-up consulting engagement opportunities

Learning Objectives:

  • Learn how to get the most out of your on-site interviews -Clarify your process to ensure you're getting the most out of your interview opportunities
  • Ask the right questions in the right wording to get the information you need
  • Understand how to better position yourself during interviews to get the information you need
  • Improve the integration of interviews into your valuation process: use them as a tool to verify and enforce your conclusion of value


BVR's Teleconference Usage Policy

Purchase of admission to any of BVR's teleconferences grants ONE phone connection and ONE computer connection per physical location per registration. Additional unregistered phone or computer connections are a violation of BVR's Teleconference Usage Policy, and BVR reserves the right to withhold CPE credits from both registered and unregistered users in violation of this policy.

Group Discounts Available

For group discounts on Teleconferences contact Linda Mendenhall at or (503) 291-7963 ext. 125.

CPE Credits for Unlimited Listeners

Have as many eyes and ears take advantage of your registered connections as possible: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. We welcome as many eyes and ears to take advantage of those connections as possible.

CPE Information

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

On Demand Packs: Conference Recordings & Transcripts

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

For a complete list of available On Demand Packs from past teleconferences, click here.

Co-Presented By:

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.