Robert P. Schweihs
Bob Schweihs is managing director of Willamette Management Associates. He has performed the following types of valuation and economic analysis assignments: merger and acquisition valuations, post-acquisition purchase price allocations, business and stock valuations, real estate valuations, real estate feasibility and investment analyses, ad valorem property tax valuations, construction cost segregation analyses, forensic analyses, ESOP employer stock valuations, and transaction fairness opinions. Bob has provided expert testimony in state and federal courts.
These business, stock, and intangible asset valuations have been performed for the following purposes: transaction (acquisition, divestiture, reorganization), taxation (federal income, gift, and estate), financing (securitization, recapitalization, restructuring), forensic analysis and dispute resolution, and management information and planning.
Bob has performed business, stock, and intangible asset valuations for clients in the following industries: accounting and consulting, advertising, apparel, appraisal, automobile dealerships, automobile manufacturing, aviation, banking, bottling, brokerage, cement, chemical, computer services, construction and contracting, consumer finance, cosmetics, distribution, education, entertainment, equipment leasing, fast food, food service, forest products, health care, hotel and hospitality, insurance, leasing, manufacturing, medical and dental practice, mining and mineral extraction, petrochemical, pharmaceuticals, plastics, printing, publishing, radio broadcasting, railroads, real estate development, recreational services, restaurant, retailing, shipping, steel, television broadcasting, textiles, transportation and trucking, vocational training, wholesaling.
In addition, Bob has quantified the value of, remaining useful life of, transfer price for, or license/royalty rate for the following types of intangible assets: advertising campaigns and programs, appraisal plant, bank customers-deposit, loan, trust, and credit card, certificates of need, chemical formulations, computer software, computerized data bases, cooperative agreements, copyrights, credit information files, customer contracts, customer lists, customer relationships, designs, distribution networks, easements, employment contracts, engineering drawings, environmental rights, FCC license, favorable leases, film libraries, food flavorings and recipes, franchise agreements, franchise ordinances, going concern, goodwill, government contracts, government programs, historical documents, HMO enrollment lists, insurance expirations, joint ventures, know-how, laboratory notebooks, leasehold interests, licenses, literary works, litigation awards and damages, loan portfolios, management contracts, manual databases, manuscripts, marketing and promotional materials, masks and masters, medical charts and records, mineral rights, musical compositions, newspaper morgue files, noncompete covenants, open orders, options, warrants, grants, rights, patent applications, patents-both product and process, permits, prizes and awards, procedural manuals, production backlogs, product designs, property use rights, proprietary computer software, proprietary processes, proprietary technology, publications, regulatory approvals, royalty agreements, schematics and diagrams, securities portfolios, solicitation rights, stock and bond instruments, subscription lists, supplier contracts, technical and specialty libraries, technical documentation, trade secrets, trained and assembled workforce, trademarks and trade names, training manuals, unpatented technology, use rights-air, water, and land.
Before joining Willamette Management Associates, Bob was involved in a variety of valuation, marketing, and administrative management positions. He was founder, national partner, and national director of valuation services for Valuation Engineering Associates, a business unit of Deloitte & Touche. Before that, he was region manager of the valuation division of Arthur D. Little, Inc.
Master of Business Administration, economics and finance, University of Chicago, Graduate School of Business
Bachelor of Science, mechanical engineering, University of Notre Dame
Professional Designations & Affiliations
Bob is an accredited senior appraiser (ASA), accredited in business valuation, of the American Society of Appraisers. He is also a certified business appraiser (CBA) with the Institute of Business Appraisers (IBA). He is also a certified valuation analyst (CVA) with the National Association of Certified Valuators and Analysts (NACVA). Bob is a member of The ESOP Association and the Institute for Professionals in Taxation. He is also a former Trustee of The Appraisal Foundation.
In 2009, Bob served as one of the contributing authors/editors of the 2009 Advanced Business Valuation (ABV) Review Course manual that was prepared by the American Institute of Certified Public Accountants.
In 2008-2009, Bob was a member of the American Institute of Certified Public Accountants ABV exam review course task force.