Lee Speaking at the ESOP Association Fall 2022 Conference

Timothy R. Lee, ASA, and Adrian R. Loud, CPA, ABV, CFF, CVA, ASA, to present a session on “2022 Valuation Hot Topics & Issues” at the ESOP Association Fall 2022 Conference in Las Vegas, Nevada on November 10, 2022.

Benjamin L. Lomo Receives CPA License

Lomo joined Mercer in July 2022. He works primarily on engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters. Prior to joining Mercer Capital, he was a Tax Associate with BDO USA, LLP.

Chris Mercer to Speak at ASA Live Web Event

Z. Christopher Mercer, FASA, CFA, ABAR is speaking online in the upcoming webinar of the American Society of Appraisers on October 25th at 12 pm CDT. The two-hour live event will award two CE/CPE hours and is specially designed for business appraisers, business owners, and attorneys involved in the drafting or execution of buy-sell agreements.

Calhoun Speaking at the Oklahoma AAML Chapter Financial Education Event

Karolina Calhoun, CPA, ABV, CFF is the featured speaker at the October Financial Education & Networking Event hosted by the Oklahoma Chapter of the AAML on Friday, October 21, 2022 in Oklahoma City, Oklahoma. Karolina will present “Enterprise vs. Personal Goodwill in Business Valuations.” She will also participate on the panel “Best Practices & Ethical Considerations from the Perspective of Judges, the Bar, and Experts.” 

Davis and Arehart Speaking at 2022 Bank Board Training Forum

The annual Bank Board Training Forum is designed for both inside and outside bank directors, chairs, CEOs, and senior management who regularly interact with a bank’s board. Through a curriculum developed by industry experts, the Bank Board Training Forum provides attendees with foundational knowledge, top strategies, and the latest information on best practices in all of the critical areas that bank directors must understand. Mercer Capital is thrilled to be a part of it.

Mercer and Harms Speaking at 2022 ASA International Conference

Chris Mercer will present “What it Takes to be a Growing Professional” and Travis will cover “Everything You Wanted to Know About Fair Market Value and Were Afraid to Ask.” Both are excited to be a part of the ASA’s 85th Annual International Conference.

Family Business Director On Demand Resource Center Website Launches

The Resource Center is a dedicated website for enterprising families and their advisors facing the financial challenges that are common to family businesses. We’ve curated and organized a diverse collection of resources from our staff of family business professionals, including short videos, articles, whitepapers, books, and research studies.

Andrew B. Frew, ASA, ABV Joins Mercer Capital’s Houston Office

Mercer Capital is pleased to announce that Andrew B. Frew, ASA, ABV has joined the firm’s Houston office as a Vice President. Andy has over 20 years of business valuation experience. He values businesses and business interests for financial reporting, gift and estate tax, corporate tax, corporate M&A, and employee stock ownership plan purposes. Noteworthy industry experience includes the oil and gas (specifically upstream/E&P), oilfield services, and auto dealership industries.

Mercer Keynoting at 2022 NACVA Business Valuation & Financial Litigation Hybrid & Virtual Super Conference

Z. Christopher Mercer, ASA, CFA, ABAR is keynoting at the 2022 NACVA Business Valuation & Financial Litigation Hybrid & Virtual Super Conference hosted by NACVA on Thursday, August 19, 2022. Chris will be discussing the state of the business valuation profession. He will summarize where the profession currently stands and what the future might hold. But just don’t take Chris’s word for it. Chris reached out to numerous other business appraisers who provided their insights and predictions. This is a session that will be both informative and thought-provoking.

Jeff Davis to Present at Consumer Bankers Association Executive Banking School

Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group, to present “Shareholder Value Drivers” to the third year students of the Consumer Bankers of America (CBA) Executive Banking School at Furman University on July 29, 2022. The session will cover the bond and equity markets, bank stocks and the factors that drive bank stocks.