Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” and “Unlocking Private Company Wealth” at the Southeastern Forensic & Valuation Services Conference hosted by the Tennessee Society of CPAs on October 27, 2015.
The October 2015 issue of Bank Watch is available now, which features the article “Recent Trends in Agricultural Production Lending” written by Laura J. Stevens, CFA.
Mercer Capital’s Value Focus: Energy is a quarterly publication providing perspective on valuation issues pertinent to energy industry professionals. Each issue includes a market overview, mergers and acquisitions review, public company pricing, and more. This newsletter focuses on the following industry segments: exploration and production, midstream operations, alternative energy, and oilfield services.
Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present “Personal Goodwill Matters To Your Clients” at the Thursday mid-day program (October 22th) at the Southern Federal Tax Institute.
Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” for The McGehee Group on October 19, 2015.
Nicholas J. Heinz, ASA, Senior Vice President of Mercer Capital, will panel “Nuts and Bolts of Employee Stock Ownership Plans (“ESOPS”)” with Leah Singleton, Counsel at Alston & Bird, LLP, and moderator Julian A. Fortuna, of Taylor English Duma, for the Atlanta Bar Association’s Tax Law Section Luncheon on October 19, 2015.
Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, and Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present “There’s More to Appraisal Review Than You Might Think” for the American Society of Appraisers’ International Appraisers Conference on October 19, 2015.
Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President of Mercer Capital, will present “Creating, Managing, and Unlocking Private Company Wealth” for the Ozark Small Business Incubator on October 15, 2015.
Travis W. Harms, CFA, CPA/ABV, Senior Vice President, Sujan Rajbhandary, CFA, Vice President, and Laura J. Stevens, CFA, Vice President, are attending the Southern Capital Forum Annual Conference in Atlanta from September 16-18, 2015. On Thursday, September 17, Travis Harms will moderate the panel of Sujan Rajbhandary, Vice President of Mercer Capital, John Cambier, Managing Partner of Idea Fund Partners, and Michael Maziar, COO of Atlanta Technology Angels, on “Unicorns: Fleeting Phenomenon or Permanent Fixture.”
The September 2015 issue of Bank Watch is available now, which features the article “August Market Performance & Augustus Caesar” written by Andy Gibbs. In contemplating August’s market activity, our thoughts drifted to Roman times. In 45 B.C., the Roman Senate honored Julius Caesar … Continued
The newest issue of Value Matters™, Mercer Capital’s newsletter addressing gift and estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business, has been published. This issue focuses on Litigation Support and includes the feature article “New York’s Largest Corporate Dissolution Case | AriZona Iced Tea: Tea’d Up for Appellate Review, But It Won’t Happen.”
Mercer Capital’s Value Focus: Professional Services Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Professional Services professionals. The Professional Services Industry newsletter highlights the staffing and consulting segments. Each issue includes typically includes macroeconomic and industry … Continued
Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. Segments covered are mutual fund companies (1st quarter), traditional asset mangers (2nd quarter), alternative asset managers (3rd quarter), and trust banks (4th quarter).
The August 2015 issue of Bank Watch is available, which features the article “Strategic Planning for Community Banks on the Mend” written by Jay Wilson.
Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present with Edward F Koren, Partner of Holland & Knight, the webinar “Unlocking Private Company Wealth” for the American Bar Association’s Section of Real Property, Trust and Estate Law on September 1, 2015.
Mercer Capital is pleased to introduce the RIA Valuation Insights Blog, a weekly update on issues important to the Asset Management Industry curated by our Asset Management professionals.
Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present the webinar “Valuing Beer, Wine, and Alcohol Distributors” for Business Valuation Resources on August 27, 2015.
Lucas M. Parris, CFA, ASA, Vice President, will present “How to Value an Insurance Brokerage” for The Society of Financial Service Professionals on August 12, 2015.
Each quarter, Mercer Capital’s FinTech Industry newsletter provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and industry articles of interest.
Donald Erickson, ASA, Managing Director of Mercer Capital, and Bryce Erickson, ASA, MRICS, Senior Vice President, will present “Valuation of Assets and Companies for Sale or Divorce: Oil and Gas Examples” for the the Fort Worth Tax Institute on August 7, 2015. Grant M. Farrell, ASA, CPA/ABV, CFF, Vice President, will be attending also and Mercer Capital will be exhibiting.
Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present the webinar “Unlocking Private Company Wealth: A Tutorial for Business Advisers” for the M&A Source on August 5, 2015.
The July 2015 issue of Bank Watch is available now, which features the article “Small Bank Holding Companies: Regulatory Update & Key Considerations” written by Mary Grace McQuiston.
Mercer Capital, a national business valuation and financial advisory firm specializing in Corporate Valuation, Litigation Support, Financial Reporting Valuation, and Transaction Advisory Consulting, and Erickson Partners, Inc., a Texas-based Valuation and Litigation Support firm, announce their merger effective July 1, 2015.
The June 2015 issue of Bank Watch is available now, which features the article “Using Employee Stock Ownership Plans: Helping Community Banks with Strategic Issues” written by Jay D. Wilson, Jr., CFA, ASA, CBA, and Madeleine G. Davis. In our view, Employee … Continued