Mercer Capital’s Fall Highlights

As the holiday season is upon us, and with Thanksgiving around the corner, I would be remiss not to reflect and share highlights from a bustling fall season at Mercer Capital. We are very grateful and thankful for the experiences, opportunities, and interactions with many of you! To highlight a few of our speeches and/or sponsorships since August, spanning coast to coast:

  • Attorney/Trust Officer Liaison Conference – Palm Beach, FL
  • Society of Louisiana CPA’s Forensic, Litigation & Valuation Conference -New Orleans, LA
  • Ole Miss Family Business Symposium – Oxford, MS
  • Bank Director Training Forum – Nashville, TN
  • Virginia Society of CPAs’ Forensic & Valuation Conference
  • ASA International Conference – Portland, OR
  • Association of Trust Organizations 2024 Annual Meeting – Frisco, TX
  • Logistics Summit – Memphis, TN
  • Hart Energy Capital Conference – Dallas, TX
  • ABA Webcast on SCOTUS vs. Connelly
  • NADC (National Dealerships Conference) Fall 2024 – Nashville, TN
  • National Association of Royalty Owners National Convention – Dallas, TX
  • 2024 Florida AAML Chapter Retreat – Memphis, TN
  • BVIUK Virtual Expert Summit
  • Florida Bar 2024 Tax Section Fall Meeting – Hollywood Beach, FL
  • 2024 AICPA & CIMA Forensic & Valuation Conference – Dallas, TX
  • The ESOP Association’s 2024 Employee Owned Conference – Las Vegas, NV
  • Tennessee Federal Tax Conference – Franklin, TN

We are honored to have been a part of these various events and are grateful for the partnerships and relationships, both new and old, formed and strengthened during the fall ‘conference season.’

Additional highlights from our fall season include a successful annual firm retreat, where professionals from all our offices gathered at the historic Peabody Hotel in Memphis, Tennessee. Two Mercer Capital professionals co-authored and released a booklet, Essential Financial Documents to Gather During Divorce. Four Mercer Capital professionals contributed to the newest edition of Shannon Pratt’s The Lawyer’s Business Valuation Handbook, published in October by the ABA Family Law Section and ASA. A Mercer Capital professional was honored at the AICPA Forensic & Valuation Conference with a Standing Ovation Award, recognizing rising professionals in the forensic and valuation professional industry. And most recently, Mercer Capital acquired Business Valuation Analysts, LLC, headquartered in Winter Park, Florida, strengthening our valuation tax services and deepening our commitment to serve the general Florida market. And we still have 6 more weeks to go in 2024!

From all of us at Mercer Capital, we send best wishes to you and yours in the upcoming 2024 holiday season!


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