Mercer Capital is pleased to announce that John T. (Tripp) Crews, III, ABV and Daniel P. McLeod, CFA have been promoted to Vice President.
Mercer Capital is pleased to announce that John T. (Tripp) Crews, III, ABV and Daniel P. McLeod, CFA have been promoted to Vice President.
Mercer Capital is pleased to announce that Karolina Calhoun, CPA, ABV, CFF has been re-appointed to her 3rd term on the AICPA Business Valuations Committee.
Samantha L. Albert, ASA, ABV will be speaking on a panel at the virtual ASA 2024 Beyond Valuation – Professional Development and Growth Conference on Wednesday, May 29, 2024.
Mercer Capital is proud to sponsor and attend the ASA Houston Chapter’s 2024 Energy Valuation Conference. The conference will be held on May 16th, 2024, at the Briar Club in Houston, Texas, and virtually online. Mercer Capital’s J. David Smith, ASA, CFA and Andrew B. Frew, ASA, ABV will be attending.
Mercer Capital’s Bryce Erickson, ASA, MRICS will be attending Hart Energy’s Super DUG 2024 from May 15-17, 2024, in Fort Worth, Texas, the largest shale-focused event in 2024.
Mercer Capital is sponsoring and attending the AAML 2024 National Family Law Conference. Mercer Capital’s Karolina Calhoun, CPA, ABV, CFF and Scott A. Womack, ASA, MAFF are attending, and Z. Christopher Mercer, FASA, CFA, ABAR is speaking.
David Smith, member of Mercer Capital’s oil and gas industry team, is attending the 4th Annual Oilfield Water Markets Conference.
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.