Bryce Erickson Published in The Texas Lawbook

Bryce Erickson, ASA, MRICS, Senior Vice President, authored an article titled “An Investor’s View of Major League Sports Franchises: Outsized Returns or a Risky Play?” recently published as a Lead Story in The Texas Lawbook. The Texas Lawbook is an electronic publication … Continued

Heinz and Parris to Present at TSCPA Luncheon

Nicholas J. Heinz, ASA, Senior Vice President, and Lucas M. Parris, CFA, ASA-BV/IA, Vice President, will present “Business Valuation Update: Current Topics in Tax Valuation” for the Tennessee Society of CPAs Memphis Chapter on September 13, 2016. Topics addressed include the IRS’ S … Continued

Southern Capital Conference 2016

Matthew R. Crow, ASA, CFA, president, Jeff K. Davis, CFA, managing director, Travis W. Harms, CFA, CPA/ABV, senior vice president and Sujan Rajbhandary, CFA, vice president, are attending the Southern Capital Forum Annual Conference in Atlanta from September 14-16, 2016.

Lee to Present at ASA Business Valuation Conference

Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present “How to Effectively Review an Appraisal Report” at the American Society of Appraisers’ Business Valuation Conference on September 14, 2016.

New Additions to Mercer Capital’s Staff

Mercer Capital welcomes Mr. Brian F. Adams, Mr. Rohan Bose, Mr. Daniel P. McLeod, Mr. Zachary W. Milam, and Mr. Joshua P. Rodriguez to our professional staff. We also welcome Mr. Connor T. Bran as the firm’s Social Media Specialist and Marketing Associate.

Lucas Parris Receives Intangible Asset Specialty Designation

Lucas Parris, CFA has been awarded the Intangible Asset specialty designation from the American Society of Appraisers. The Intangible Asset specialty designation focuses on the valuation of intangible assets in financial reporting, tax, and litigation valuation settings.

Value Focus: FinTech Fourth Quarter 2015 Now Available

Each quarter, Mercer Capital’s FinTech Industry newsletter provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and industry articles of interest.

Parris Featured in “Ask the Experts”

Lucas Parris, CFA, ASA, was recently featured in the Business Valuation Update newsletter published by Business Valuation Resources. This section highlights Lucas’ insurance expertise in conjunction with the webinar he presented, “Valuing Insurance Agencies.”

Webinar February 24: Key Provisions in M&A Agreements

This webinar is presented by Financial Poise™ on February 24th (11:00 – 12:0pm Central) and features panelists from Mercer Capital, Hoge Fenton, Jones Day, Versa Capital Management, LLC, and Jaspan Schlesinger LLP. Although every deal is different, understanding any purchase/sale agreement will help … Continued

Mercer Earns FASA Designation from the American Society of Appraisers

Z. Christopher Mercer was recently elected into the College of Fellows of the American Society of Appraisers and was awarded the coveted Fellow Accredited Senior Appraiser (FASA) designation. Fellowship is the highest honor bestowed by the Society on a member and recognizes the professionalism and invaluable contributions the member has made.

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.