SUSAN L. MUELLER,
ASA, CFP, CFA
Professional
Designations
 CFP -
Certified Financial Planner
CFA - Chartered Financial
Analyst
American Society of
Appraisers candidate in Business Valuations
Professional Experience
Founder
and President of The Phoenix Group Inc., 1986 to
present
Cofounder and Valuation
Analyst, Business Valuations, Inc. 1991-1995
Valuation Analyst, McCoy
& Associates, 1988-1991
Educational &
Continuing Education Background
Masters of Business
Administration, University of Cincinnati, Finance
Bachelor of Science,
University of Cincinnati
ASA-BV206-Employee Stock
Ownership Plans Valuation Course 1994
Professional Associations
and Memberships
AIMR -
Association for Investment Management and Research
NCEO - National Center for
Employee Ownership
Greater Cincinnati Venture
Association * Association for Corporate Growth
Publications and Speaking
Engagements
"Your
Company is Worth What to Whom?" Women
Entrepreneurs Inc.
Winter Issue 1995
NCEO Journal of Employee
Ownership Law and Finance, Winter 1995:
"Valuation Issues in
Multi-Investor ESOP LBO's"
"Valuing a business
more than just naming a price," The Cincinnati
Business Record, April 4-10, 1994
National Center for Employee
Ownership 13th (1994) and 14th (1995) Annual
Conference on Employee Ownership & Participation:
Determining the Suitability of an ESOP
National Center for Employee
Ownership 15th (1996) Annual Conference on Employee
Ownership & Participation: ESOP's and Corporate
Growth-An Unavoidable Conflict?
NCEO ESOP Toledo, Ohio,
Workshop 1994: Valuing ESOP Shares NCEO ESOP
Cleveland, Ohio, Workshop 1996: Valuing ESOP Shares
"Derivation of the Cost
of Capital" Client presentation
Instructor, "Principles
of Financial Planning" University of Cincinnati,
1986
Testimony
Expert witness
court testimony: contested business value
Ms.
Mueller is: Secretary/Treasurer—Association of
Corporate Growth, Cincinnati/Dayton Chapter; Board
member—Greater Cincinnati Venture Association;
past Secretary—Treasurer—American Society
of Appraisers, Cincinnati/Dayton Chapter.
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