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Robert Schlegel ASA, MCBA, works closely with Houlihan Smith & Company on complex financial opinions and financings and is a Principal with Houlihan Valuation Advisors. 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 Share, 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. | 