Tim Lee Co-Authors Article About Tax Reform and ESOPs

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.

Recent Promotions Announced

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.

What RIA Owners Need to Know About the New Tax Law: Upcoming Webinar

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).

Scott Womack Joins Mercer Capital

Mercer Capital is pleased to announce that Scott A. Womack, ASA, MAFF has joined our Nashville office as a senior vice president.

Jay Wilson’s FinTech Book Reviewed by PlanetCompliance

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 Harms to Host ASA Webinar on Calculating the WACC

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).

Harms and Davis to Present at ASA Advanced Business Valuation Conference

Travis W. Harms, CFA, CPA/ABV, senior vice president, and Jeff K. Davis, CFA, managing director of Mercer Capital’s Financial Institutions Group, will be presenting at the American Society of Appraisers’ (ASA) Advanced Business Valuation Conference October 7 – 10 in Houston, Texas.

Webinar: What Is My RIA Worth?

Matthew R. Crow, CFA, ASA, president, and Brooks K. Hamner, CFA, ASA, vice president, will host the webinar What Is My RIA Worth? on Tuesday, October 3, 2017 from noon – 1:00 pm.