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.
Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group, will present “Past is Prologue? An Update on the Valuation of Banks in the Public and M&A Market” at the 2018 BCBA Convention hosted by the Bluegrass Community Bankers Association on August 27th.
Mercer Capital is pleased to announce the addition of Michael Sousoulas to our professional staff as a Financial Analyst.
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in several articles about the Focus Financial IPO Launch.
Mercer Capital is pleased to announce that Karolina Calhoun, CPA/ABV/CFF has been promoted to Vice President and Zachary W. Milam has been promoted to Senior Financial Analyst.
Mercer Capital served as financial advisor to Richwood, Ohio-based Richwood Bancshares, Inc. (“Richwood”), which announced on July 25, 2018, that it had entered into a definitive agreement to acquire Springfield, Ohio-based Home City Financial Corporation (OTC: HCFL) for $31.7 million of cash. On a pro forma basis as of March 31, Richwood’s assets will increase to $687 million from $520 million, while its footprint will expand to a fifth county in Central Ohio. The transaction is expected to close during the fourth quarter of 2018.
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was recently quoted in two RIABiz articles on the Focus Financial IPO.
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in the article “Focus Financial IPO is on at $39 per share as KKR pushes giant share premium, with an eye on raking off an extra $532 million” (RIABiz).
Jeff K. Davis, CFA, managing director of Mercer Capital’s Financial Institutions Group, was quoted in The Tennessean article “Big financial companies increasingly choosing Nashville.”
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will present the webinar “EBITDA Single-Period Income Capitalization for Business Valuation.” This webinar is sponsored by Business Valuation Resources and will take place on Thursday, June 28, 2018, from noon – 1:40 PM (Central).
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital is one of the keynote speakers at the nat the 2018 Annual Consultant’s Conference hosted by National Association of Certified Valuators and Analysts (NACVA) on June 21, 2018. Chris will present “Our Profession Is in Transition – Opportunities & Strategies for Baby Boomers, Gen Xers, and Millennials.”
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was interviewed for the article “Focus IPO faces 5 hard questions” (Financial Planning). Matt’s most recent RIA Valuation Insights post served as the basis for the article. The article delivers an analysis of the Focus Financial filing and poses 5 questions the company will have to face.