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UPCOMING WEBINAR (10/28 at 12:00pm CST)

What RIAs Need to Know About Current Estate Planning Opportunities

Estate and tax planning matters are an important component of the overall financial plan for many RIA clients. The current tax policy and market environment create unique estate planning opportunities that may not last if economic conditions normalize or if Biden wins in November. This webinar addresses the available opportunities that RIA principals and advisors should be aware of in the current environment.
Register Here
Blog
Auto Dealer Valuation Insights
Mercer Capital's Auto Dealer Valuation Insights blog is a weekly update on issues important to the Auto Dealer industry.
Blog
Energy Valuation Insights
Mercer Capital's Energy Valuation Insights blog is a weekly update on issues important to the Energy industry.
Blog
Family Business Director
Mercer Capital's Family Business Director blog provides corporate finance and planning insights to multi-generational family businesses directors.
Blog
RIA Valuation Insights
Mercer Capital's RIA Valuation Insights blog is a weekly update on issues important to the Investment Management industry.
Case Study
Restructuring Case Study - Neiman Marcus
On May 7, 2020, Neiman Marcus, an iconic luxury retailer, announced in its bankruptcy filing plans to reorganize under Chapter 11 with the backing of most creditors. In this presentation, we discuss the bankruptcy process and the importance of valuation in bankruptcy proceedings.
Webinar
Estate Planning Opportunities in the Current Environment
In this webcast (originally recorded on July 21, 2020), Travis W. Harms of Mercer Capital and Brook H. Lester of Diversified Trust share their insights with family business directors and their advisors on the current tax-efficient estate planning environment.
Webinar
What Is Your Trust Company Worth Today?
In this September 23, 2020 webinar, Matt Crow and Taryn Burgess explain valuation considerations for independent trust companies and why common rules of thumb don’t always work.
Article- AICPA.org
Coronavirus and the Value of Minority Interests in Private Businesses
As the coronavirus pandemic unfolds, valuation analysts face the challenge of completing valuation engagements in real-time against a constantly changing economic backdrop. In this article, we review what valuation analysts can know, can’t know, and don’t need to know when developing valuation conclusions for minority interests in private businesses in 2020.
Blog Post
Opportunity Times Two? Estate Planning Opportunities Abound as a Result of Low Valuations and Low Interest Rates
While estate planning may appear to be less pressing than other issues during the COVID-19 pandemic, the positive impact of effective planning on the long-term health of both the family and the family business is hard to overstate. If you are confident in the long-term resilience of your family business, you should not miss the current opportunity for tax-efficient estate planning activity.
Article
Valuation Considerations in Bankruptcy Proceedings
The outbreak of COVID-19 in the United States has caused a severe public health crisis and an unprecedented level of economic disruption. We discuss the key valuation-related steps of a Chapter 11 restructuring.
Article
Managing Complicated Multi-Tiered Entity Valuation Engagements for Gift & Estate Tax Planning
Mercer Capital has been performing complicated tax engagements for decades. In this article, we describe the processes that lead to credible and timely valuation reports. These processes contribute to smoother engagements and better outcomes for clients.
Blog Post
Looking Back to Look Forward
We are not economic forecasters, so we are not attempting to make any predictions about the coronavirus or its economic effects. However, in an effort to provide some context for ourselves and our readers, we go back and examine some data from the Great Recession.
Article- Family Business Magazine
Now is a Great Time to Transfer Stock to Heirs
The economic effects of the COVID-19 pandemic are dire, and family businesses are not immune to the economic fallout from the virus. Yet we are confident that family businesses are best positioned to survive and lead in the post-pandemic economic recovery. For family shareholders who are optimistic about the resilience of their family businesses and focused on the long view, this is an ideal time to execute intrafamily transfers in pursuit of estate planning objectives.
Whitepaper
Understand the Value of Your Auto Dealership
In this whitepaper, we break down the value drivers of a dealership, discuss when you might need a formal valuation, introduce the valuation methodologies used by professional business appraisers, and go into some depth about topics such as dealer financial statements and normalizing adjustments to the balance sheet and income statement.

Recent News

October 19, 2020
Wilson Authors Chapter in “The Technological Revolution in Financial Services”
Jay D. Wilson, Jr., CFA, ASA, CBA, vice president, contributed the chapter to recently published book, The Technological Revolution in Financial Services: How Banks, FinTechs, and Customers Win Together (University of Toronto Press, University of Toronto).
October 19, 2020
Karolina Calhoun Participates in AICPA FVS Podcast
September 3, 2020
Calhoun Appointed as Valuation Chair for AICPA FVS Conference
August 26, 2020
Mercer Capital Provides Financial Advisory Services to Sharonview Federal Credit Union