News & Events

Mercer Capital is pleased to again sponsor the American College of Trust and Estate Counsel’s (ACTEC) 2026 Annual Meeting, taking place March 4–8, 2026, in Tampa, Florida. As a valued partner in the trust and estate planning community, Mercer Capital is proud to support this premier event, which brings together leading legal and financial professionals to explore today’s most pressing issues in trust and estate law, planning, and related advisory matters.The ACTEC Annual Meeting features an extensive program of professional seminars, committee sessions, and networking activities, hosted at the JW Marriott Water Street and the Tampa Marriott Water Street in Tampa Bay. Attendees can engage in deep dives on emerging legal trends, practical planning strategies, and peer-to-peer dialogue throughout the week.Mercer Capital’s Travis W. Harms, CFA, CPA, ABV; Timothy K. Bronza, CPA, ASA; and Thomas C. Insalaco, CFA, ASA will be attending this year. Their participation reflects the firm’s deep commitment to ongoing education and to providing thoughtful and objective valuation, tax, and advisory insight to the trust and estate community.Travis Harms is President of Mercer Capital and leads the firm’s Family Business Advisory Services Group. With deep expertise in valuation for gift, estate, and income tax planning, Travis provides strategic financial consulting and education to multi-generation family businesses, helping align financial realities with long-term succession goals.Tim Bronza serves as Managing Director of Mercer Capital’s Florida office. He brings extensive experience valuing business interests for federal gift, estate, and income tax purposes supporting sophisticated valuation assignments across corporate and fiduciary contexts.Tom Insalaco is a Senior Vice President in Mercer Capital’s Florida office. Since 2008, Tom has performed valuation analyses for a broad range of industries, assisting attorneys, fiduciaries, and financial professionals with estate planning, exit planning, and transactional valuation needs.Mercer Capital looks forward to seeing old friends and making new ones during the meeting. For more information about Mercer Capital’s Gift, Estate, and Income Tax Compliance practice, click here.

David W. R. Harkins, CFA, ABV is co-presenting at the 2025 NADC Annual Member Conference on May 6, 2025, in Naples, Florida.He will be presenting alongside David Blum, JD of Akerman LLP, and John Davis, CPA and Mike Toth, CFA of Haig Partners. Their presentation is titled "2026 Estate Tax Cliff – Why Auto Dealers Need to Revisit their Estate Plan"David Harkins is a Vice President at Mercer Capital. He has been involved with hundreds of valuation and litigation support engagements in a diverse range of industries on local, national, and international levels. As the leader of the firm’s Auto Dealership Industry team, David publishes research on valuation issues in the newsletter Value Focus: Auto Dealer Industry. He also contributes regularly to Mercer Capital’s Auto Dealer Valuation Insights Blog. As a member of Mercer Capital’s Litigation team, he provides both valuation and lifestyle analyses in addition to preparing attorneys and clients for various aspects of the marital dissolution process.

Mercer Capital is pleased to announce that Jack Carter, CPA joined the firm's Nashville office on December 1, 2025, as a Senior Financial Analyst. Jack brings several years of business valuation experience from KPMG LLP’s New York office, where he most recently served as a Senior Associate in the firm’s Business Valuation practice. During his time at KPMG, Jack was a key contributor on client engagements involving publicly traded and privately held companies for financial reporting, tax, and strategic planning purposes. His experience includes private equity portfolio valuations, purchase price allocations, goodwill impairment testing, and complex enterprise valuation analyses.Jack earned his Master of Accountancy with a specialization in Valuation from Vanderbilt University’s Owen Graduate School of Management. He also earned his Bachelor of Arts in Economics from Sewanee: The University of the South, where he graduated cum laude. Jack is a Certified Public Accountant and has also passed Level I of the CFA exam.“We’re thrilled to welcome Jack to Mercer Capital, " said Travis Harms, President. "He brings strong technical experience and a thoughtful approach to valuation work, along with the professionalism and leadership skills that align well with our culture. We’re excited to have him as part of the Nashville team.”Mercer Capital is a national valuation and advisory firm. For more than forty years, we have served as a trusted and independent resource for owners, boards, management teams, fiduciaries, and professional advisors on matters such as valuing a company, evaluating a transaction, resolving a dispute, planning for succession, or assessing the financial aspects of strategic decisions.For more information about Mercer Capital, visit our website at www.mercercapital.com.

David W. R. Harkins, CFA, ABV is speaking at the virtual ASA Philadelphia Chapter 2023 Business Valuation Conference on September 21, 2023. David’s session will cover “Winding Road to Blue Sky Value: Important Considerations in Auto Dealer Valuations and Pitfalls to Avoid.”David is a member of the firm’s Auto Dealership Industry team, and provides valuation analyses for family law, commercial litigation, gift and estate tax planning, transactions (M&A), fairness and solvency opinions, and employee stock ownership plans (ESOP), among other valuation-related service needs of privately held businesses. He publishes research on valuation issues in the newsletter Value Focus: Auto Dealer Industry and also contributes regularly to Mercer Capital’s Auto Dealer Valuation Insights Blog.