News

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.

Mercer Capital is pleased to announce that Benjamin L. Lomo, CPA and J. Davis Rolfe, Jr., CPA have been promoted to Senior Financial Analyst.

Atticus L. Frank, CFA, ABV, is attending the Florida Institute of CPAs’ Valuation, Forensic Accounting & Litigation Services Conference (VFALS) in Fort Lauderdale, Florida on January 8-9, 2024.

Z. Christopher Mercer, FASA, CFA, ABAR is presenting “An Examination of the Major Valuation Discounts and Premiums” at the 2024 FICPA FVALS Conference.

Travis Harms and Tim Lee to attend the 58th Annual Heckerling Institute on Estate Planning, January 8 – 12, 2024 in Orlando, Florida.

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.