Tim R. Lee, ASA, managing director, will attend and speak at The ESOP Association’s 41st Annual Conference and 27th Annual Awards Ceremony. The conference is May 24-25 in Washington, D.C. Tim will co-present a session on the topic of “Basic ESOP Valuation.” The … Continued
Bryce Erickson, ASA, MRICS and Grant M. Farrell, ASA, CPA, ABV, CFF will attend the 2018 DUG Permian Basin Conference in Fort Worth, TX (May 21-23). DUG Permian Basin explores the best practices of West Texas oil and gas producers and more, … Continued
Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President of Mercer Capital, will be attending the FinXTech Annual Summit in Scottsdale, AZ on May 10-11, 2018.
Bryce Erickson, ASA, MRICS, Senior Vice President of Mercer Capital, will present “Business & Intangible Asset Valuations: When You Need One and Why” at the 2018 Dallas CPA Society Convergence on May 11, 2018.
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” at the Visions in Planning Conference hosted by the FPA of Greater Memphis on May 02, 2018.
Mercer Capital is pleased to announce the addition of Susannah Y. Hutchins to our professional staff as a Marketing Associate.
Chris Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, authored the article “Characteristics of a Good Buy-Sell Agreement” reprinted in The Society of Financial Service Professionals April 2018 newsletter.
Brooks K. Hamner, CFA, ASA, Vice President of Mercer Capital, was quoted in the article “$10 billion IBD deal boosts M&A bull market” in the Financial Planning publication.
Travis Harms, CFA, CPA/ABV, Senior Vice President of Mercer Capital, authored the article “Privately Owned Family Businesses Should Not Ignore Investor Relations” in the Family Business Magazine’s March/April issue.
Mercer Capital’s founder and CEO, Chris Mercer is a featured speaker at the UBS Private Business Symposium on April 6, 2018.
Don Erickson, Managing Director in Mercer Capital’s Dallas Office, was quoted in the article “Sources: Grizz Valued at $1B for Buy/Sell Option” in the Memphis Business Journal.
Tim Lee, Managing Director of Mercer Capital, along with Kathryn Aschwald, Principal and Founding Shareholder of Columbia Financial Advisors, co-authored the article “The Impact of Tax Reform on ESOP C and S Corporation Business Valuations” featured in the February 2018 ESOP Report. The ESOP Report is published by the ESOP Association and is available to Association members only.
During the recent Acquire or Be Acquired conference, Jonathan Hightower and Robert Klinger, moderators of Bryan Cave’s “The Bank Account” podcast chatted with our own Jay Wilson about how banks should explore partnering with FinTech companies.
Mercer Capital is pleased to announce that Taryn E. Burgess, Monty C. Hsu, CFA, CPA/ABV and Megan E. Richards have each been promoted to Senior Financial Analyst.
Few segments of the American economy are as affected by the new tax legislation as the investment management community. Matt Crow and Brooks Hamner, leaders of Mercer Capital’s RIA industry team, will present a complimentary webinar addressing the topic on Wednesday, February 7 from noon – 1:00pm (CST).
Mercer Capital is pleased to announce that Scott A. Womack, ASA, MAFF has joined our Nashville office as a senior vice president.
A popular whitepaper by Travis W. Harms, CFA, CPA/ABV, Senior Vice President of Mercer Capital, was recently referenced in a PitchBook article on the overvaluation of unicorn companies.
Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President and head of Mercer Capital’s Financial Technology practice, recently had his book, Creating Strategic Value Through Financial Technology, reviewed.
Travis W. Harms, CFA, CPA/ABV, will be hosting the webinar, Calculating the WACC: Estimation and Evaluation, November 21st, 2017. The webinar will be sponsored by the American Society of Appraisers (ASA).
Timothy R. Lee, managing director of Mercer Capital, will be presenting at the 2017 Las Vegas ESOP Conference & Trade Show November 9 – 10.
Travis W. Harms will present “Valuing Investments in Start-Ups” at the AICPA’s 2017 Forensic & Valuation Services Conference November 15, 2017, in Las Vegas, Nevada.
Chris Mercer, founder and CEO of Mercer Capital, is presenting two topics: Confessions of a Reluctant Expert Witness and The QMDM & the Myth of the Minority Interest Discount
Mercer Capital is sponsoring Transitions West 2017 (November 1-3) – a conference for family companies by family companies. Travis Harms, leader of our Family Business Advisory Practice, is attending.
Taryn E. Burgess is attending the National Association of Royalty Owners (NARO) Appalachia Conference October 29 – 31st