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 J. David Smith, ASA, CFA 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.
Mercer Capital is pleased to announce the acquisition of Business Valuation Analysts, LLC, recognized experts in the valuation of privately held business interests for federal estate, gift, income tax and corporate transactional matters.
We are proud to announce that David W. R. Harkins, CFA, ABV received the AICPA FVS Standing Ovation Award at the AICPA & CIMA Forensic & Valuation Services Conference in Dallas, Texas.
Mercer Capital’s Timothy R. Lee, ASA will attend The ESOP Association’s 2024 Employee Owned Conference on November 13-15, 2024 in Las Vegas, Nevada.
Mercer Capital’s Timothy R. Lee, ASA to present alongside L. Paul Hood, Jr., J.D., LL.M in an upcoming Business Valuation Resources webinar on November 12, 2024.
Mercer Capital is proud to sponsor and attend the 2024 D CEO Energy Awards on October 29, 2024 in Dallas, Texas. Representatives from Mercer Capital’s oil and gas industry team be attending.
Karolina Calhoun, CPA, ABV, CFF is presenting at the AICPA & CIMA Forensic & Valuation Services Conference on October 28, 2024 in Dallas, Texas with Kevin Segler of KoonsFuller on “All in the Family — Related-Party Companies in Divorce.”
Mercer Capital’s Bryce Erickson, ASA, MRICS and J. David Smith, ASA, CFA will be attending the 2024 NARO National Convention in Houston, Texas on October 16-19, 2024.
Karolina Calhoun, CPA/ABV/CFF and David W. R. Harkins, CFA, ABV are presenting at the 2024 AAML Florida Chapter Retreat on October 19, 2024, in Memphis, Tennessee. Their presentation is titled “Expert Valuation Reports – Where’s the Battle?”
Z. Christopher Mercer, FASA, CFA, ABAR will be presenting in the Business Valuation Institute UK’s 4th Expert Summit webinar on October 17, 2024 on Adapting Buy-Sell Agreements: International Perspectives.