Bank Watch December 2015

The December 2015 issue of Bank Watch is available now, which features the article “Consider Adding Stress Testing to Your Community Bank’s New Year’s Resolution” written by Jay D. Wilson, Jr., CFA, ASA, CBA.

New Issue of Mercer Capital’s Value Matters™

The newest issue of Value Matters™, Mercer Capital’s newsletter addressing gift and estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business, has been published. This issue focuses on Transaction Advisory and includes the feature article “Fairness Opinions and Down Markets.”

Lee Moderating Panel at 2015 Las Vegas ESOP Conference

Timothy R. Lee, ASA, Managing Director, will moderate the panel “Financial Projections” with panelists Donny Springer, ASA, principal and shareholder of Columbia Financial Advisors, Inc., and Kenneth E. Serwinski, CEO of Prairie Capital Advisors, Inc., at the ESOP Association’s 2015 Las Vegas ESOP Conference & Trade Show on November 13.

Mercer Presenting for Kansas Society of CPAs

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” for the Business Valuation Conference hosted by the Kansas Society of CPAs on October 30, 2015.

Mercer Presenting for Tennessee Society of CPAs

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” and “Unlocking Private Company Wealth” at the Southeastern Forensic & Valuation Services Conference hosted by the Tennessee Society of CPAs on October 27, 2015.

Bank Watch October 2015

The October 2015 issue of Bank Watch is available now, which features the article “Recent Trends in Agricultural Production Lending” written by Laura J. Stevens, CFA.

Available: 3Q15 Energy Industry Newsletter

Mercer Capital’s Value Focus: Energy is a quarterly publication providing perspective on valuation issues pertinent to energy industry professionals. Each issue includes a market overview, mergers and acquisitions review, public company pricing, and more. This newsletter focuses on the following industry segments: exploration and production, midstream operations, alternative energy, and oilfield services.

Crow and Heinz Speaking at 2015 Southern Federal Tax Institute

Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present “Personal Goodwill Matters To Your Clients” at the Thursday mid-day program (October 22th) at the Southern Federal Tax Institute.

Heinz to Present with Atlanta Bar Association

Nicholas J. Heinz, ASA, Senior Vice President of Mercer Capital, will panel “Nuts and Bolts of Employee Stock Ownership Plans (“ESOPS”)” with Leah Singleton, Counsel at Alston & Bird, LLP, and moderator Julian A. Fortuna, of Taylor English Duma, for the Atlanta Bar Association’s Tax Law Section Luncheon on October 19, 2015.

Mercer and Lee to Present at ASA International Conference

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, and Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present “There’s More to Appraisal Review Than You Might Think” for the American Society of Appraisers’ International Appraisers Conference on October 19, 2015.

Jay Wilson Presenting to Ozark Small Business Incubator

Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President of Mercer Capital, will present “Creating, Managing, and Unlocking Private Company Wealth” for the Ozark Small Business Incubator on October 15, 2015.

Southern Capital Forum Annual Conference 2015

Travis W. Harms, CFA, CPA/ABV, Senior Vice President, Sujan Rajbhandary, CFA, Vice President, and Laura J. Stevens, CFA, Vice President, are attending the Southern Capital Forum Annual Conference in Atlanta from September 16-18, 2015. On Thursday, September 17, Travis Harms will moderate the panel of Sujan Rajbhandary, Vice President of Mercer Capital, John Cambier, Managing Partner of Idea Fund Partners, and Michael Maziar, COO of Atlanta Technology Angels, on “Unicorns: Fleeting Phenomenon or Permanent Fixture.”

Bank Watch September 2015

The September 2015 issue of Bank Watch is available now, which features the article “August Market Performance & Augustus Caesar” written by Andy Gibbs. In contemplating August’s market activity, our thoughts drifted to Roman times. In 45 B.C., the Roman Senate honored Julius Caesar … Continued

New Issue of Mercer Capital’s Value Matters™

The newest issue of Value Matters™, Mercer Capital’s newsletter addressing gift and estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business, has been published. This issue focuses on Litigation Support and includes the feature article “New York’s Largest Corporate Dissolution Case | AriZona Iced Tea: Tea’d Up for Appellate Review, But It Won’t Happen.”

Available: Professional Services Industry Newsletter Mid-Year 2015

Mercer Capital’s Value Focus: Professional Services Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Professional Services professionals. The Professional Services Industry newsletter highlights the staffing and consulting segments. Each issue includes typically includes macroeconomic and industry … Continued

Second Quarter 2015 Asset Management Industry Newsletter Available

Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. Segments covered are mutual fund companies (1st quarter), traditional asset mangers (2nd quarter), alternative asset managers (3rd quarter), and trust banks (4th quarter).

Bank Watch August 2015

The August 2015 issue of Bank Watch is available, which features the article “Strategic Planning for Community Banks on the Mend” written by Jay Wilson.

Mercer Presenting Webinar for ABA

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present with Edward F Koren, Partner of Holland & Knight, the webinar “Unlocking Private Company Wealth” for the American Bar Association’s Section of Real Property, Trust and Estate Law on September 1, 2015.

Mercer Capital Launches RIA Valuation Insights Blog

Mercer Capital is pleased to introduce the RIA Valuation Insights Blog, a weekly update on issues important to the Asset Management Industry curated by our Asset Management professionals.

Lee Presenting BVR Webinar on Alcohol Distributors

Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present the webinar “Valuing Beer, Wine, and Alcohol Distributors” for Business Valuation Resources on August 27, 2015.