Site visits and management interviews – Why experts insist on touring a company’s facilities

Description

Abstract: Without site visits and management interviews, it can be difficult for a valuation professional to gather all of the information needed to fully understand a business’s operations. This article provides insight on how these steps facilitate the valuation process. A sidebar identifies three cases that showcase the importance of these procedures. Zeefe v. Zeefe, Ohio App. Dist. 8, No. 69975, Jan. 22, 1998 Kohler v. Commissioner, T.C. Memo. 2006-152, July 25, 2006 Anzalone v. Anzalone, Pa. Sup. Ct., 835 A. 2d 773, Oct. 28, 2003