Karolina Calhoun, CPA/ABV/CFF, Vice President, has been appointed as the Valuation Chair of the 2020 & 2021 AICPA Forensic & Valuation Services Conference.
Karolina Calhoun, CPA/ABV/CFF, Vice President, has been appointed as the Valuation Chair of the 2020 & 2021 AICPA Forensic & Valuation Services Conference.
Mercer Capital served as a financial advisor to Sharonview Federal Credit Union, which announced on July 15, 2020, plans to purchase two branches of Bank of OZK (Nasdaq: OZK) in Hilton Head and Bluffton, South Carolina. The deal for these acquisitions is set to close in the fourth quarter of 2020.
Mercer Capital is pleased to announce three promotions and the addition of three new members to our analytical staff.
Two Mercer Capital professionals will be speaking at the upcoming Business Valuation and Financial Litigation Virtual Super Conference. This conference takes place on June 18-20, 2020, and is hosted by the National Association of Certified Valuators and Analysts (NACVA).
Travis Harms, CFA, CPA/ABV, Senior Vice President of Mercer Capital, authored the article “Tips on Interviewing Valuation Firms” in Family Business Magazine’s May/June issue.
Bryce Erickson, ASA, MRICS, Senior Vice President, is on the agenda to participate in the Choice, Governance & Acquisition of Entities Webcast. This event is sponsored by the Business Law Section of the State Bar of Texas and will take place on May 22, 2020.
Tim Lee, Managing Director of Mercer Capital, contributed chapter 2, “Control in ESOP Valuations” to the new book The Fiduciary’s Guide to ESOP Valuation published by The National Center for Employee Ownership.
Mercer Capital is pleased to introduce the Auto Dealer Valuation Insights Blog, a weekly update on issues important to the auto dealer industry.
On January 23, 2020, Nashville-based CapStar Financial Holdings, Inc. (NASDAQ: CSTR), the parent company of CapStar Bank, announced a definitive merger agreement with FCB Corporation, its wholly-owned subsidiary The First National Bank of Manchester, and The Bank of Waynesboro providing … Continued
Mercer Capital is pleased to announce the release of the 2019 Energy Purchase Price Allocation Study. This study provides a detailed analysis and overview of valuation and accounting trends in different subsectors of the energy space for the 2018 calendar year.
Mercer Capital is pleased to announce that Michael Sousoulas has been promoted to the position of Senior Financial Analyst.
Mercer Capital will be attending and presenting at the 2019 Acquire or Be Acquired (AOBA) Conference, January 27-29 in Phoenix, Arizona.
Karolina Calhoun, CPA/ABV/CFF, vice president, will present “Business Valuations and Quality of Earnings in M&A Transactions” at the Financial Executives International (FEI) Memphis Chapter’s monthly meeting on Januar 21st. In this presentation, Karolina will provide an overview of valuation and quality of earnings as well as when to use each, how are the two different, and how can the two overlap.
Chris Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, authored the recent article “How Can You Use Bank Valuation Concepts to Influence How You Think and Lead” printed in Extraordinary Banker Magazine, Issue No. 28.
Scott A. Womack, senior vice president, will present “Critical Issues in Divorce Valuations” to the Family Law Conference for Tennessee Attorneys in Nashville, Tennessee (December 6th).
The Memphis Bar Association is sponsoring a CLE event on Friday, December 13th entitled “Business Valuation 101.” Mercer Capital professionals Karolina Calhoun, CPA/ABV/CFF and David W. R. Harkins are the speakers.
Bryce Erickson, ASA, MRICS, Senior Vice President, will present “From Deed to Bank: Valuing Mineral and Royalty Interests” to the Fort Worth Association of Professional Landmen on November 21, 2019.
Timothy R. Lee, ASA, managing director, will be attending the Employee Owned 2019 Conference and Trade Show sponsored by the ESOP Association. Additionally, Tim with be moderating the panel “Negotiating Protections for the ESOP (or Seller) After the Sale” with C. Grant McCorkhill (Holland & Knight LLP) and Sharon B. Hearn (Krieg DeVault LLP). The conference will be held November 13-15 in Las Vegas, NV.
Three of Mercer Capital’s professionals are on the agenda to speak at the 2019 AICPA Forensic & Valuation Services Conference held in Las Vegas, NV (November 4-6, 2019).
Scott A. Womack, ASA, MAFF, Senior Vice President, will present “Will Kress v. US Change Your Life? Or Will It Change Your Valuation Practice?” at the upcoming Forensic and Valuation Services Conference hosted by the Tennessee Society of CPAs (October 23rd).
Samantha L. Albert, senior financial analyst, has earned the right to use the Accredited Senior Appraiser (ASA) designation in the business valuation discipline by the American Society of Appraisers.
Two Mercer Capital professionals, Matthew R. Crow and Brooks K. Hamner will participate in a valuation panel at the CFA Society of New York’s upcoming Private Wealth Managers, Succession Plans: Handing Off the Baton event.
Scott A. Womack, ASA, MAFF, Senior Vice President of Mercer Capital, will present a session on dealership valuation and family transition and also participate in a buy-sell panel at the 2019 Controllers’ Roundtable. This event is hosted by Lane Gorman Trubitt and will take place on October 17 & 18 in San Antonio, TX.
Z. Christopher Mercer will participate in the panel discussion, “The Value in Discounting Discounts – Partial Interest Valuations and Discounts” at the 2019 IRS Valuation Summit on October 16, 2019 in Washington, DC. Hosted by the Appraisal Institute, panel participants also include Philip Jones, CPA, ASA, CFE (Cushman & Wakefield), Phillip Schwab (Stout), Espen Robak (Pluris Valuation Advisors LLC), and M. Ronald Lipman (Frizzell & Mitchell).