Mercer Capital provides business valuation and financial advisory services.

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DEDICATED WEBSITE

Family Business Director on Demand Resource Center

Mercer Capital’s FAMILY BUSINESS DIRECTOR ON DEMAND RESOURCE CENTER is a dedicated website for enterprising families and their advisors facing the financial challenges that are common to family businesses. On this website, we have curated and organized a diverse collection of resources from our staff of family business professionals, including short videos, articles, whitepapers, books, and research studies. Our focus is on the financial challenges faced by family businesses, which include capital budgeting, capital structure, dividend & redemption policy, mergers & acquisitions, shareholder engagement & education, taxes, and valuation. If you’ve ever had any questions about these topics – or know someone that does – please visit the FAMILY BUSINESS ON DEMAND RESOURCE CENTER.
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Whitepaper
Selling Your Business
Selling your business is a daunting exercise that requires careful preparation and real-time vigilance. In this whitepaper, we define some practical steps business owners can take to ready their businesses for the best transaction outcome. These steps include identifying the right kind of buyer and transaction design, setting expectations for the timeline to consummate a transaction, hiring an advisor, understanding the various advisory fee structures that best suit each transaction scenario, as well as a few considerations every owner should contemplate before bringing their business to market.
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.
Article
Fairness Opinions Evaluating a Buyer’s Shares From the Seller’s Perspective
Our experience is that some if not most members of a board weighing an acquisition proposal do not have the background to thoroughly evaluate the buyer’s shares. Even when financial advisors are involved there still may not be a thorough vetting of the buyer’s shares because there is too much focus on “price” instead of, or in addition to, “value.”

Recent News

March 16, 2023
Womack and Calhoun Speaking in “Double-Dipping and Business Valuation in Divorce” Webinar
Scott A. Womack, ASA, WAFF, and Karolina Calhoun, CPA, ABV, CFF, are presenting alongside Gunnar J. Gitlin of The Gitlin Law Firm in a Strafford video webinar on March 28, 2023, at 1 pm PDT.
March 7, 2023
Lee Speaking at the Mississippi Estate Planning Council
February 15, 2023
ESOP Transaction Deal Flow and Financing Considerations
February 14, 2023
Atticus Frank Speaking in Financial Consulting Group’s Webinar