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Principal
rschlegel@houlihan.com
is a principal with
Houlihan Valuation Advisors, a national
firm of valuation and capital consultants.
Rob's professional background includes extensive
work in business appraisal, marital and
partnership dissolutions, estate planning,
market studies, statistical analysis, and
forensic accounting. He has testified as
an expert in Federal and Indiana courts
and has directed numerous studies of business
value, lost profits, pension and stock option
issues, and intellectual property matters.
A frequent author and trainer, his most
recent publications include article in Fair$hare,
the Matrimonial Law Monthly, the Matrimonial
Strategist, the Indiana Lawyer, the Handbook
of Business Valuation, and the Personal
Property Journal from the American Society
of Appraisers ("ASA"). During the past twenty
years, Rob has addressed many regional and
international conventions, including COMDEX,
the national computer convention. Locally,
he has led workshops on corporate finance
and building business value for the Small
Business Administration, the Planning Forum,
the Indiana Institute for New Business Ventures,
the Indiana Personnel Association, the Institute
of Management Accountants, and the Better
Business Bureau. Rob teaches financial statement
analysis and valuation-related courses regularly
for the Indiana CPA Society, and is a national
instructor for the Institute of Business
Appraisers and the ASA. During 1997, 1998,
2000 and 2002, he provided seminars on business
valuation and estate issues for ICLEF, the
Indiana Continuing Legal Education Forum.
Rob's business career includes technical
systems work for Burroughs Corporation
in the 1960's and the U.S. Marine Corps
in the early to mid-1970's. He served
on the faculty of the Weatherhead School
of Management at Case Western
Reserve University for three years teaching
courses in personnel, economics, organizational
behavior, and information system design.
Previously, Rob directed management advisory
services practices for Price Waterhouse
in Central Illinois, McGladrey & Pullen
in the Indiana-Tennessee region, and Ford,
Brinkerhoff &
Koehler in Indianapolis.
Rob holds an undergraduate degree in Economics
(Occidental), a Master's degree in Labor
and Industrial Relations (Michigan State),
and completed his Ph.D coursework in Management
(ABD/Management Information Systems Decision
Systems/Case Western Reserve). A member
of the panel of commercial arbitrators for
the Better Business Bureau, Rob also holds
a membership in the ASA, the Institute of
Business Appraisers, and the National Association
of Business Economists. He has received
professional designations in business appraising
(Master Certified Business Appraiser/Institute
of Business Appraisers, and Accredited Senior
Appraiser/ASA) plus four technical designations
in information systems management. Rob served
as President of the Indiana Chapter of the
ASA from July 1998 through June 2000, and
as the Society's State Director from July
2000 through June 2002. An Elder in the
Presbyterian Church, Rob and his family
reside in Lawrence, Indiana.
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"Today more than ever, independence is crucial in providing sound, reliable and supportable financial opinions." - Al Lannom, ASA
"Because HVA is comprised of seasoned valuation specialists, we successfully support our expert opinions." - Fred Jones, FASA
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