Sponsored by The ESOP Association, Banks with ESOPs is a special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similar regulated financial entity. Andy Gibbs, leader of Mercer Capital’s Depository Institutions team, will be attending. Tim Lee, managing director, will serve as moderator for the session, “Bank Valuation and Accounting ESOP Considerations.”
In February 2014, Tim Lee, ASA, managing director, will present two 100-minute webinars with L. Paul Hood, Jr.: “Step Up Your Game: Effective Business Appraisal Reporting” and “Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports.”
The 4th Quarter 2013 issue of Mercer Capital’s Business Development Company industry newsletter has been released.
The January 2014 issue of Bank Watch is available, which features an article by Andy Gibbs titled “2013 Year End Market Recap: Winners and Lesser Winners.”
Mercer Capital is pleased to announce that Sujan Rajbhandary, CFA, has been promoted to the position of vice president. Sujan joined Mercer Capital in 2006 and is a senior member of Mercer Capital’s Financial Reporting Valuation Group.
Five members of Mercer Capital’s professional staff will be attending and exhibiting at the 2014 Heckerling Estate Planning Conference during the week of January 13- 17.
The new issue of the Financial Reporting Valuation Flash contains a selection of items that we have been watching and reflecting upon in the past few months.
The latest issue of this newsletter contains the lead article: “The Defining Elements of a Valuation Engagement: They Are More Important Than You Think.”
The December 2013 issue of Bank Watch is available now, which features an article by Jay Wilson and Chad Giganti titled “Credit Marks on Acquired Loan Portfolios Trend Down During 2013.”
With more than 35 public registrants reporting nearly $40 billion of assets under management, business development companies, or BDCs, are increasingly important financial intermediaries, matching a wide variety of businesses needing capital with yield-hungry investors eager to provide it. The purpose of this whitepaper is to review the principal financial statement components of BDCs with a view to clarifying the factors that are most likely to influence financial performance.
Mercer Capital is pleased to announce the addition of Ms. Karolina Grabowicz, CPA to our professional staff as a Financial Analyst. Ms. Grabowicz is a Certified Public Accountant and holds a Bachelor of Arts degree and a Masters of Science … 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. The focus for this issue … Continued
Mercer Capital’s newest industry quarterly, FinTech Watch, focuses on the financial technology industry, providing information on corporate valuation, financial reporting, transaction advisory, and related topics. Each quarter, Mercer Capital’s FinTech Watch will provide an overview of the FinTech industry, including … Continued
The November 2013 issue of Bank Watch is available now, which features an article by Jeff Davis titled “Share Repurchases.”
Travis W. Harms, CPA/ABV, CFA presented the topic “Qualitative Impairment Analysis for Indefinite Lived Intangible Assets & Goodwill” at the 2013 AICPA Forensic & Valuation Services Conference in Las Vegas. Travis leads Mercer Capital’s Financial Reporting Valuation Group. Travis’s practice … Continued
Chris Mercer spoke recently at the RICS Asia Valuation Conference 2013 in Tokyo, Japan. While in Japan, Chris is attending the IVSC Annual General Meeting.
Timothy R. Lee, ASA, managing director, is moderating a panel discussion on the topic of “Discounts and Premiums in ESOP Valuation” at the upcoming 2013 Las Vegas ESOP Association Conference & Trade Show. In addition, Nicholas J. Heinz, ASA, senior … Continued
Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present the topic “Issues You Should Be Aware of When Working with Business Appraisers” at the Thursday mid-day program (October 24th). Mercer Capital is an Institute Sponsor and is also exhibiting.
The October 2013 issue of Bank Watch is available now, which features an article by Madeleine Davis titled “Loan Growth Resumes, Remains Slow.”
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.
The 3rd Quarter 2013 issue of Mercer Capital’s Business Development Company industry newsletter has been released.
Mercer Capital vice president Lucas M. Parris has earned the right to use the Accredited Senior Appraiser (“ASA”) designation in the business valuation discipline from the American Society of Appraisers.
The September 2013 issue of Bank Watch is available now, which features an article by Jay Wilson titled 3 Ways a Loan Portfolio Valuation Is Helpful to the Acquirer.
The Q2 2013 issue of Mercer Capital’s Asset Management Industry newsletter is now available, providing perspective on valuation issues for asset managers, trust companies, and investment consultants.