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.
Matthew R. Crow, Brooks K. Hamner, Zachary W. Milam, and Taryn E. Burgess will be attending and exhibiting at the 2019 CFA Institute Wealth Management Conference in Fort Lauderdale, Florida (April 1-3, 2019).
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.
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).
Lucas Parris, CFA, ASA-BV/IA, vice president, is co-presenting the session, “Employee Benefits Agency Consolidation and Valuation” with Mike Strakhov (Live Oak Bank) at the 2019 Workplace Benefits Renaissance Conference in Nashville, TN (February 20-22).
Mercer Capital is pleased to announce that David Smith, ASA, CFA has joined the firm and will lead the firm’s Houston office.
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).
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 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).
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, 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.”
Mercer Capital is pleased to announce that Karolina Calhoun, CPA/ABV/CFF was named one of 26 young CPAs to receive the Forensic and Valuation Services (FVS) Standing Ovation award for her contribution to both her specialty area in accounting and the local community. Recipients of this award were honored earlier this month at the 2018 AICPA FVS Conference in Atlanta, Georgia.
The new book, The 12 Questions That Keep Family Business Directors Awake at Night by Travis W. Harms, CFA, CPA/ABV, senior vice president and leader Mercer Capital’s Family Business Advisory Services Group, is now available.
Tim R. Lee, ASA, Managing Director of Mercer Capital’s Corporate Valuation services, will speak at the 2018 Las Vegas ESOP Conference and Trade Show hosted by The ESOP Association (November 8-9, 2018). Tim will co-present the session, “Control Issues in ESOP Purchase Transactions” with Jeffrey S. Tarbell.
Chris Mercer, Travis Harms, and Karolina Calhoun are on the agenda to speak at the 2018 AICPA Forensic & Valuation Services Conference held in Atlanta, GA (November 5-7, 2018).
Financial Reporting Update: Goodwill Impairment, a recent Whitepaper by Mercer Capital’s Financial Reporting team, served as the basis for the Compliance Week article, “Big changes in store for goodwill testing, report says.”
Scott A. Womack, ASA, MAFF, Senior Vice President of Mercer Capital, will present at the 19th Annual Networking and Educational Forum hosted by the International Association of Collaborative Professionals in Seattle, WA (October 27, 2018). Scott is co-presenting with Cheryl C. Panther, CPA/PFS, ADFA/CDFA (Panther Financial Planning).
Karolina Calhoun, CPA/ABV/CFF, Vice President, will present “Getting Command of the Numbers in a Valuation” with Miles Mason, Sr. JD, CPA at the 2018 Forensic & Valuation Services Conference hosted by the Tennessee Society of CPAs (October 23).
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will present “An Overview of Three Vexing Valuation Issues” at the Florida Bar Family Law Section Out-of-State Retreat in Nashville, TN (October 19, 2018).
Mercer Capital is pleased to announce the addition of Dena M. Kimmel to our professional staff as a Marketing Assistant in our Dallas office.
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will speak at the Advanced Business Valuation Conference hosted by American Society of Appraisers (ASA) on October 9-10. Chris will present “EBITDA Single Period Income Capitalization for Business Valuation” and co-present “Active Passive Appreciation – Current Update.”
Jay D. Wilson, Jr., CFA, ASA, CBA, vice president, will present “How FinTech Can Help Create Value & Enhance Profitability” at Moss Adams’ Annual Community Banking Conference (September 27).
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in the Financial Planning article, “Focus to offer cash rather than equity in acquisitions, CEO says.” After Focus’ first earnings call, Crow questions Focus’ calculation of organic growth and … Continued
Mercer Capital is pleased to announce Bryce Erickson, ASA, MRICS is now a contributor to the Energy section of Forbes.com. Based upon the content in the Energy Valuation Insights blog, representatives from Forbes.com reached out to Bryce with an invitation to become a contributor.