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Mercer Capital - A national business valuation and financial advisory firm.
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Home▻Industries▻Asset Holding Companies

Asset Holding Companies

Mercer Capital provides family limited partnerships and limited liability corporations with corporate valuation, portfolio valuation, financial reporting valuation, transaction advisory, and related services.


  • Family Limited Partnerships

    Mercer Capital provides dependable and efficient independent valuation services for Family Limited Partnerships (FLP). We have valued hundreds of fractional interests in FLPs, and are regularly retained to review FLP agreements.

    Learn More ▻

  • Limited Liability Companies

    Limited liability companies (LLC) are are useful tools for managing family business wealth, transferring ownership from one generation to the next, streamlining ownership of cumbersome portfolios and pursuing new business growth opportunities.

    Learn More ▻


Key Contacts

Timothy R. Lee, ASA

(901) 322-9740

leet@mercercapital.com

Wendy S. Ingalls, CPA/ABV, CBA, ASA

(901) 322-9716

ingallsw@mercercapital.com

Insights

  • Tax Compliance

    Managing Complicated Multi-Tiered Entity Valuation Engagements in the Gift and Estate Tax Environment

  • Tax Compliance

    Family Limited Partnerships – A Valuation Overview


About Us

  • About Mercer Capital
  • Professionals
  • Careers
  • News

Industries

  • Financial Institutions
  • Operating Companies
  • Asset Holding Companies

Services

  • Business Valuation
  • Buy-Sell Agreements
  • Transaction Advisory
  • Services for Depository Institutions
  • Financial Reporting Valuation
  • Litigation Support

Insights

  • Articles
  • Media
  • Newsletters
  • Products
  • Regional Bank Peer Reports
  • Whitepapers

Mercer Capital

We are full-service business valuation and financial advisory firm offering a broad range of services, including corporate valuation, financial institution valuation, financial reporting valuation, gift and estate tax valuation, M&A advisory, fairness opinions, ESOP and ERISA valuation services, and litigation and expert testimony consulting.

Memphis

5100 Poplar Avenue, Suite 2600
Memphis, TN 38137
(901) 685-2120 (901) 685-2199 Fax

Nashville

102 Woodmont Blvd., Suite 231
Nashville, TN 37205
(615) 345-0350

Louisville

455 South 4th Street, Suite 690
Louisville, KY 40202
(502) 585-6340 (502) 585-6345 Fax


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