Mercer Capital’s Timothy R. Lee, ASA will attend The ESOP Association’s National Conference on May 8-10, 2024 in Washington DC.
Mercer Capital’s Timothy R. Lee, ASA will attend The ESOP Association’s National Conference on May 8-10, 2024 in Washington DC.
Mercer Capital’s Timothy R. Lee, ASA has been selected to serve another annual term on The ESOP Association’s Advisory Committee on Valuation.
Z. Christopher Mercer, FASA, CFA, ABAR will be speaking at the Maryland Association of Certified Public Accountants’ 2024 Forensic Valuation Regional Conference on May 3, 2024, in Linthicum Heights, Maryland.
Scott A. Womack, ASA, MAFF will be speaking at the Kentucky Automobile Dealers Association Legal Workshop 2024 on May 7, 2024, in Frankfort, Kentucky. His session is titled “Succession Planning Considerations.”
Mercer Capital’s Atticus L. Frank, CFA, ABV to present to the Venice Area Estate Planning Council on Monday, April 22, 2024, in Venice, Florida.
Mercer Capital is proud to sponsor the 2024 NADC Annual Member Conference, where Mercer Capital’s Scott A. Womack, ASA, MAFF and David W. R. Harkins, CFA, ABV will be attending.
Mercer Capital is proud to again sponsor the Family Business Magazine’s 2024 Transitions Spring conference. This event will be held April 17-19, 2024, at the Grand Hyatt in Tampa, Florida. Travis Harms, CFA, CPA/ABV and Atticus Frank, CFA, ABV are attending and leading a breakout session.
Mercer Capital is pleased to announce the promotion of Brooks Hamner, Karolina Calhoun, and Sujan Rajbhandary to Senior Vice President.
Andy Frew, ASA, ABV will be speaking at the Charitable Gift Planners of Houston’s Annual Conference about Considerations in Charitable Gifting.
David LaMonte, Vice President, has earned the right to use the Accredited in Business Valuation (ABV) designation.
Mercer Capital is pleased to announce that Nicholas J. Heinz, ASA and Bryce Erickson, ASA, MRICS have been named Managing Directors of the firm and Bryce has also been elected to the firm’s Board of Directors. In addition, Lisa L. Doble, JD has been named Chief Administrative Officer and Barbara Walters Price has been named Chief Marketing Officer.
David W. R. Harkins, CFA, ABV is co-presenting an AICPA webcast about the “Cost of Capital — Basics and Best Practices in Business Valuation.”
Andy Frew, ASA, ABV will be speaking at the Financial Executives Networking Group’s Katy/Sugarland Chapter about Business Valuation for M&A: Purchase Price Allocations and Fairness Opinions.
Mercer Capital’s Timothy R. Lee, ASA is attending the 2024 ESOP Association’s Professionals’ Forum in New Orleans, Louisiana, on February 7-9, 2024.
Atticus L. Frank, CFA, ABV, is attending the Florida Tax Institute in Tampa, Florida on February 14-16, 2024.
Samantha L. Albert, ASA, ABV will be participating in a roundtable discussion about “Logistics in the Age of AI and Autonomous Systems.”
Mercer Capital, a national business valuation and financial advisory firm, is pleased to announce that Huxley Maury has joined the firm as the Vice President of Human Resources.
Mercer Capital is proud to sponsor and attend the AAML Florida Chapter’s Marital Family Law and Review Course. Karolina Calhoun is attending.
John T. (Tripp) Crews, III has earned the right to use the accredited in business valuation (ABV) designation, awarded by the American Institute of Certified Public Accountants (AICPA).
Samantha L. Albert, ASA, ABV will be speaking in person at the Memphis World Trade Club January Luncheon on Tuesday, January 23, 2024.
Z. Christopher Mercer, FASA, CFA, ABAR will be presenting a Business Valuation Institute UK webinar on Wednesday, January 24, 2024.
David W. R. Harkins, CFA, ABV is co-presenting two webinars on the topic of “2024 Buy Sell Market – The Winding Road to Blue Sky Value: Important Considerations in Auto Dealer Valuations and Pitfalls to Avoid.”
Mercer Capital is proud to again be a sponsor for the 2024 Acquire or Be Acquired (AOBA) Conference presented by Bank Director magazine on January 28–30, 2024.
Mercer Capital is proud to announce that financial analyst, Koby Allen, has passed Level I of the Chartered Financial Analyst (CFA) professional designation exam. Sponsored by the CFA Institute, this designation is recognized around the world as the premier designation in the finance profession.