Mercer Capital is proud to be sponsoring and attending the 2025 AAML National Family Law Conference. The conference will be held April May 15-17, 2025, in Dallas, Texas and Mercer Capital’s Karolina Calhoun, CPA, ABV, CFF and Kathryn Burke, CPA are attending.
Mercer Capital is proud to sponsor and attend the ASA Houston Chapter’s 2025 Energy Valuation Conference on May 15th, 2025 in Houston, Texas, and virtually online. Mercer Capital’s Bryce Erickson, ASA, MRICS, J. David Smith, ASA, CFA, and Andrew B. Frew, ASA, ABV will be attending.
Thomas C. Insalaco, CFA, ASA is presenting a webinar sponsored by Trustate for their subscribers on April 30, 2025, at 12:00 PM CDT. His webinar is titled “Navigating Business Valuations: Batten Down the Hatches.”
Mercer Capital’s Travis Harms and Timothy K. Bronza will be presenting at the Cornell Estate Planning Practicum in Ithaca, New York from April 27-28, 2025.
David W. R. Harkins, CFA, ABV is co-presenting at the 2025 NADC Annual Member Conference on May 6, 2025, in Naples, Florida.
Karolina Calhoun, CPA, ABV, CFF is co-presenting at the 47th Annual AAML Florida Chapter Institute on April 25, 2025, in Tampa, Florida on “Beyond the Balance Sheet: Expert Insights on Personal Goodwill and More within Business Valuations.”
Thomas C. Insalaco, CFA, ASA is presenting an educational webinar to Trustate on April 3, 2025, at 12:00 PM CDT. His webinar titled “Navigating Business Valuations: The Calm Before the Storm.”
Mercer Capital’s Travis W. Harms, CFA, CPA/ABV is attending STEP’s 20th Annual International Estate Planning Institute in New York, New York on March 27-28, 2025.
Karolina Calhoun, CPA, ABV, CFF and Kathryn Burke, CPA are presenting with Mark Hand of Hancock Askew in a Business Valuation Resources webinar on March 27, 2025, at 12:00 PM CDT. Their presentation is titled “Personal vs. Enterprise Goodwill in Valuations for Divorce.”
Mercer Capital is proud to be sponsoring, exhibiting, and attending at the ACTEC 2025 Annual Meeting. Three of Mercer Capital’s professionals, Timothy K. Bronza, CPA, ASA, Matthew R. Crow, CFA, ASA, and Travis W. Harms, CFA, CPA/ABV will be in attendance.
Brooks K. Hamner, CFA, ASA will be speaking on a panel at Dimensional’s Deals and Succession Conference on March 5, 2025 in Charlotte, North Carolina.
We are proud to announce that Karolina Calhoun, CPA, ABV, CFF has been recognized by the Memphis Business Journal’s Women Who Lead in professional services.
Mercer Capital is proud to be sponsoring, exhibiting, and attending the 2025 Florida Tax Institute. The conference will be held February 5-7, 2025 in Tampa, Florida.
Mercer Capital is pleased to announce the addition of Thomas C. Insalaco, CFA, ASA to our team as a Senior Vice President in the Winter Park, Florida office.
Mercer Capital will be attending the 2025 NAPE Energy Business Conference. The conference will be held on February 5, 2025, at the George R. Brown Convention Center in Houston, Texas. Mercer Capital’s Bryce Erickson, ASA, MRICS and Andy Frew, ASA, ABV are attending.
Mercer Capital’s Timothy R. Lee, ASA is attending the 2025 ESOP Association’s Professionals’ Forum in Charleston, South Carolina on February 3-5, 2025.
Harrison Holt, Senior Financial Analyst, has earned the right to use the Accredited in Business Valuation (ABV) designation.
Mercer Capital is pleased to announce three new promotions to kick off 2025. Heath A. Hamby, CFA has been promoted to Vice President, Kate Mabry has been promoted to Senior Financial Analyst, and Nikki McNeel has been promoted to Brand Manager.
Mercer Capital’s Timothy K. Bronza, CPA, ASA is attending the 43rd Annual International Tax Conference. The conference will be held January 9-10, 2025 in Miami, Florida.
Mercer Capital is proud to be sponsoring and attending the 2025 Acquire or Be Acquired (AOBA) Conference presented by Bank Director magazine on January 26–28, 2025.
Tim Bronza, Matt, Crow, Travis Harms, and Tim Lee will attend the 59th Annual Heckerling Institute on Estate Planning, January 13 – 17, 2025 in Orlando, Florida.
Mercer Capital is proud to announce that Karolina Calhoun, CPA, ABV, CFF contributed her expertise to the fifth edition of Financial Valuation: Applications and Models.
Mercer Capital is proud to announce the release of the third edition of Shannon Pratt’s The Lawyer’s Business Valuation Handbook. Four Mercer Capital professionals contributed their business valuation knowledge and thought leadership to the book: Z. Christopher Mercer, FASA, CFA, ABAR, Travis W. Harms, CFA, CPA/ABV, Timothy R. Lee, ASA, and Lucas Parris, CFA, ASA-BV/IA.
Z. Christopher Mercer, FASA, CFA, ABAR will present two sessions at the 2024 NACVA Business Valuation and Forensic Litigation Super Conference.