Karolina Calhoun, CPA/ABV/CFF is presenting at the Society of Louisiana CPAs’ Forensic, Litigation & Valuation Services Conference on August 19, 2024, in New Orleans, Louisiana on “Personal Goodwill and Valuation Issues in Marital Dissolution Cases.”
Mercer Capital’s John T. Tripp Crews, III, ABV has been selected to serve a three-year term on the Board of Directors of the Economic Club of Memphis.
Karolina Calhoun, CPA/ABV/CFF is presenting alongside Dr. Tami Bolder of CBIZ Valuation Group, LLC and Matt Johnson of Seacap Advisors at the Association for Corporate Growth’s Tennessee Lunch & Learn on July 31, 2024.
Mercer Capital is pleased to announce six new additions to our professional staff.
Samantha L. Albert, ASA, ABV will be speaking in a Business Valuation Resources webinar on Thursday, July 25, 2024 about transportation and logistics valuation.
June 22, 2024 saw the passing of one of Mercer Capital’s longest tenured and most loved members – Tammy Ford Falkner.
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.