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VIRTUAL CONFERENCE (MARCH 3-4, 2021)

RIA Practice Management Insights

Where Back of the House Issues are Front and Center

Mercer Capital is hosting the inaugural RIA Practice Management Insights, a virtual conference focused on back of the house (operational) issues that are as vital to success as they are easy to ignore. As the investment management industry matures, there is a growing movement to professionalize the back of the house to match the tremendous development of investment management techniques and products. This conference includes sessions that address firm culture, staffing, branding, technology, leadership succession, and more. RIA Practice Management Insights brings together RIA principals and industry leaders to help you professionalize your firm for the future.
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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.
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- 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.
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.

Recent News

November 11, 2020
Mercer and Harms’ Third Edition of Business Valuation: An Integrated Theory Is Now Available
Chris Mercer and Travis Harms' newest book, Business Valuation: An Integrated Theory, Third Edition (John Wiley & Sons, Inc.), is now available for purchase on Amazon at wiley.com. This revised and updated book explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works. The authors, two experts on the topic of business valuation, help readers translate valuation theory into everyday valuation practice.
November 6, 2020
Mercer Capital to Speak at the 2020 AICPA Forensic & Valuation Services Conference
October 19, 2020
Wilson Authors Chapter in “The Technological Revolution in Financial Services”
October 19, 2020
Karolina Calhoun Participates in AICPA FVS Podcast