Tim Lee Attending 2019 ESOP Association National Conference

Timothy R. Lee, ASA, managing director, will be attending the 42nd Annual ESOP Conference & AACE Awards Ceremony sponsored by the ESOP Association. The conference is May 22-24 in Washington DC. Tim is attending as a member of the Valuation Advisory Committee. If you are attending as well, let him know.

Karolina Calhoun to Speak at the 2019 Visions in Planning Conference

Karolina Calhoun, CPA/ABV/CFF, vice president, will participate in the session, “The Good, The Bad, and The Glossary: A Panel Discussion of the Journey Your Divorcing Clients Will Make” with Mitch Moskovitz (Shea, Moskovitz & McGhee) and Kathy Williams (Waddell and Associates) at the 2019 VIP Conference on May 1, 2019. This event is hosted by The Financial Planning Association of Greater Memphis.

Two Recent Additions to Mercer Capital’s Analytical Staff

Mercer Capital welcomes Mr. Zachary M. Barber and Mr. Heath A. Hamby to our professional staff as Financial Analysts. In their capacity as Financial Analysts, Zac and Heath will provide business valuation and financial consulting services to public and private companies and financial institutions across the nation.

Bryce Erickson to Speak at DUG Minerals Forum

Bryce Erickson, ASA, MRICS and B.J. Brandenberger (TenOaks Energy Advisors) will present “Put a Number on It: How to Evaluate Minerals” at 2019 DUG Permian Basin Conference Minerals Forum (April 15).

Mercer Capital to Participate in VPS Webinar

Chris Mercer and Scott Womack will present the webinar “Confessions of Two Reluctant Expert Witnesses and a Few Lessons Learned Over the Years.” This webinar is sponsored by Valuation Products and Services and will take place on Wednesday, April 10 from noon – 1:40 PM (Central).ne 28, 2018, from noon – 1:40 PM (Central).

Mercer Capital is a Proud Sponsor of the 2019 Transitions Spring Conference

Mercer Capital is a proud sponsor of the 2019 Transitions Spring Conference, held in Tampa Bay, Florida (April 3-5, 2019). The conference is sponsored by Family Business Magazine and is the only conference created for families, by families. Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending the conference.

Mercer Capital Provides Advisory Services to DCP Holding Company

Mercer Capital rendered a fairness opinion to Sharonville, Ohio-based DCP Holding Company (the parent company of The Dental Care Plus Group), which announced on March 14, 2019, that it had entered into a definitive merger agreement with Boston-based DentaQuest, LLC. The transaction is expected to close during the second or third quarter of 2019.

Womack and Calhoun to Participate in a Collaborative Law Seminar

Two Mercer Capital professionals, Scott A. Womack, ASA, MAFF and Karolina Calhoun, CPA/ABV/CFF are participating in a family law seminar sponsored by the Memphis Collaborative Alliance.  The event will be held at the Cecil C. Humprey’s School of Law in the Wade Auditorium on Monday, March 18, 2019 (12 PM – 1 PM).

Calhoun to Speak at the TSCPA West Tennessee Chapter Meeting

Karolina Calhoun, CPA/ABV/CFF, Vice President, will present “How to Value a Business & Situations That Give Rise to a Valuation” at the Tennessee Society of CPAs monthly chapter meeting in Jackson, TN (February 19).

Calhoun and Burgess Speaking at TSCPA Chapter Meeting

Karolina Calhoun, CPA/ABV/CFF and Taryn E. Burgess will present “How to Value a Business & Situations That Give Rise to a Valuation” at the Memphis Chapter of the Tennessee Society of CPAs monthly meeting (December 18).

Crow Quoted on Focus Financial’s 3Q18 Earnings

Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in the Financial Planning article, “Focus Financial’s revenue gains keep spotlight on RIA proxy.”

Bryce Erickson Quoted in D CEO Magazine

Bryce Erickson, ASA, MRICS, senior vice president, was quoted in the D CEO Magazine article, “Eureka! A New Energy Boom is taking Hold in Texas, From the Permian Basin to Dallas’ Crescent Court.”