The Site Visit and Management Interview – What Really Happens and How They Can Be Most Effective
Overview
As your trusted advisors, Marcum is committed to sharing the best information available concerning the Coronavirus (COVID-19) crisis to our clients and colleagues during this time. Please join us for a webinar discussing the goals of the site visit and management interview. Further, we will discuss how to be sufficiently prepared to discuss the business being appraised with its management team.
TOPICS INCLUDE
- Understanding the importance of the site visit/management interview
- Preparing for the management interview
- A “walk through” of each component of the visit
- Tips and pointers as to managing the interview
MODERATOR
Robert A. Ranallo, CPA, ABD, JD, CVA, CFF, Partner, Advisory Services
SPEAKERS
Joseph DeCusati, CPA, ABV, ASA, CFE, Partner, Advisory Services
John DelGrego, CPA, ABV, ASA, Managing Director, Advisory Services
Nick Oldack, ASA, Senior Manager, Advisory Services