Karolina Calhoun, CPA/ABV/CFF and Zac Lange, CPA are presenting an in-person CLE session titled “Business Valuations for Litigation, Damages, and Transactions: A Guide for Attorneys.”
Karolina Calhoun, CPA/ABV/CFF and Zac Lange, CPA are presenting an in-person CLE session titled “Business Valuations for Litigation, Damages, and Transactions: A Guide for Attorneys.”
Lucas Parris, CFA, ASA-BV/IA and John T. (Tripp) Crews, III to attend the 2023 Mississippi Tax Institute in Flowood, Mississippi on December 11–12, 2023.
Mercer Capital, a national business valuation and financial advisory firm, is pleased to announce that David LaMonte, CFA has joined the firm’s Dallas office as a Vice President. He has significant expertise in valuations related to acute care hospitals, ambulatory surgery centers, urgent care centers, physician groups, home health and hospice agencies, diagnostic imaging centers, radiation therapy centers, and several other ancillary healthcare businesses.
Z. Christopher Mercer, FASA, CFA, ABAR will present “Almost Everything You Ever Wanted to Know About Professional Development (With Lots of How To-Dos)” at the 2023 NACVA/CTI Super Conference.
Sujan Rajbhandary, CFA, ABV and Daniel P. McLeod, CFA are attending the 2023 Alabama Federal & State Tax Institute on November 15, 2023 – November 17, 2023.
Scott A. Womack, ASA, MAFF and David W. R. Harkins, CFA, ABV are attending the 2023 Tennessee Federal Tax Conference on November 15, 2023 – November 17, 2023.
Mercer Capital’s Family Law Litigation team members, Scott Womack, ASA, MAFF and Karolina Calhoun, CPA, ABV, CFF, will be attending the upcoming 2023 AAML Annual Meeting.
Karolina Calhoun, CPA/ABV/CFF is co-presenting with Jenny Allen, CPA, CFF, CFE, ABV about quantifying and supporting marital waste at the AICPA & CIMA Forensic & Valuation Services Conference.
Nicholas J. Heinz, ASA and Samantha L. Albert, ASA, ABV are attending the 2023 Southern Federal Tax Institute in Atlanta, Georgia, on October 30 – November 3, 2023.
Mercer Capital is pleased to announce that David W. R. Harkins, CFA, ABV has been promoted to Vice President, and Vincent R. Baumer has been promoted to Senior Financial Analyst.
Mercer Capital welcomes Anna Cole to our team as a Financial Analyst.
Andy Frew, ASA, ABV is presenting two sessions at the upcoming MNCPA Business Valuation Conference: “The Business Valuation Profession Today” and “Estate Planning Topics of Interest Today.”
Z. Christopher Mercer, FASA, CFA, ABAR will be part of an expert debate, where some of the leading business valuation experts will discuss the most topical issues like is high inflation here to stay?, the valuation of startups, the reliability of expert witnesses in valuation disputes, and the impact of bias and subjectivity in business valuations.
Andrew B. Frew, ASA, ABV and Atticus L. Frank, CFA, ABV will be presenting the topic “Business Valuation for Estate Planning: An $80 Billion Update” on an upcoming AICPA webinar.
Scott A. Womack, ASA, MAFF, and David W. R. Harkins, CFA, ABV, are attending the 2023 AICPA & CIMA Dealership Conference in Las Vegas, Nevada, on October 23 – 24, 2023.
Z. Christopher Mercer, FASA, CFA, ABAR will be presenting in a live webinar about “How Growing Professionals Can Become Thought Leaders Through Publishing.”
Scott A. Womack, ASA, WAFF will be speaking at Lane Gorman Trubitt’s 2023 Controllers’ Roundtable and is titled “Winding Road to Blue Sky Value: Important Considerations in Auto Dealer Valuations and Pitfalls to Avoid.”
Samantha L. Albert, ASA, ABV will cover “2023 Supply Chain Trends” at the 2023 Memphis Logistics Summit on Wednesday, September 27, 2023.
Mercer Capital is sponsoring and Matthew R. Crow, CFA, ASA, Brooks K. Hamner, CFA, ASA, and Zachary W. Milam, CFA are attending the Association of Trust Organizations’ 2023 Annual Meeting in New Orleans, Louisiana on September 16 – 19, 2023.
David W. R. Harkins, CFA, ABV, of Mercer Capital’s Auto Dealer group, is presenting on auto dealership valuations at the virtual ASA Philadelphia Chapter 2023 Business Valuation Conference on September 21, 2023.
Mercer Capital’s Andrew K. Gibbs, CFA, CPA/ABV to present at Bank Director’s 2023 Bank Board Training Forum on Monday, September 11, 2023, in Nashville, Tennessee.
Mercer Capital’s Zac L. Lange, CPA to speak in-person at the Meet the Firms Alumni Panel at Rhodes College in Memphis, Tennessee, on Wednesday, August 30, 2023.
Karolina Calhoun, CPA/ABV/CFF is co-presenting an in-person CLE session alongside Will Perry and Lisa J. Gill at Family Law 2023: Intersections of Family Law hosted by the Tennessee Bar Association on August 17, 2023, at 3:30 PM. Their session will cover “Pitfalls and Pointers for Litigation Involving Closely-Held Businesses, Including Involvement in Family Law Actions.”
Scott A. Womack, ASA, WAFF will be attending “Advanced Family Law 2023” sponsored by the Family Law Section of the Texas State Bar on August 7-10, 2023, in San Antonio, Texas.