Atticus L. Frank, CFA, ABV, will be speaking in-person at the Florida Insitute of CPAs’ Valuation, Forensic Accounting & Litigation Services Conference (VFALS) in Fort Lauderdale, Florida on Thursday, January 19, 2023.
Atticus L. Frank, CFA, ABV, will be speaking in-person at the Florida Insitute of CPAs’ Valuation, Forensic Accounting & Litigation Services Conference (VFALS) in Fort Lauderdale, Florida on Thursday, January 19, 2023.
Mercer Capital is pleased to announce that Zachary M. Barber, CPA/ABV has been promoted to Vice President, and Zac L. Lange, CPA has been promoted to Senior Financial Analyst.
Atticus Frank and Andy Frew to attend the 57th Annual Heckerling Institute on Estate Planning, January 9 – 13, 2023 in Orlando, Florida.
Per S&P Global Market Intelligence, Mercer Capital is among the top three financial advisors for credit union-bank M&A deals since 2015.
Z. Christopher Mercer, FASA, CFA, ABAR will be speaking virtually at the National Association of Certified Valuators and Analysts’ Around the Valuation World International webinar on December 19th, 2022.
Z. Christopher Mercer, FASA, CFA, ABAR will be speaking in person at the National Association of Certified Valuators and Analysts’ 2022 Business Valuation & Financial Litigation Hybrid & Virtual Super Conference in Fort Lauderdale, Florida on December 16th.
Mercer Capital welcomes Mr. Derek Smith to our team as a Financial Analyst.
Lucas M. Parris, CFA, ASA-BV/IA, and William C. Tobermann, CFA are speaking at the upcoming 2022 November luncheon of the Tennessee Society of CPAs Memphis Chapter at Hilton Memphis in Memphis, Tennessee on November 29, 2022.
Three Mercer Capital professionals are on the agenda to speak at the 2022 AICPA & CIMA Forensic & Valuation Services Conference a live and online event held in Las Vegas, NV on November 14-16, 2022.
Timothy R. Lee, ASA, and Adrian R. Loud, CPA, ABV, CFF, CVA, ASA, to present a session on “2022 Valuation Hot Topics & Issues” at the ESOP Association Fall 2022 Conference in Las Vegas, Nevada on November 10, 2022.
David W. R. Harkins, CFA, ABV, senior financial analyst, is speaking at the 2022 Virtual Annual Retreat of the Association of Divorce Financial Planners on November 4, 2022, about “Business: Valuation, Legal, and Tax Risks.”
Lomo joined Mercer in July 2022. He works primarily on engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters. Prior to joining Mercer Capital, he was a Tax Associate with BDO USA, LLP.
Z. Christopher Mercer, FASA, CFA, ABAR is speaking online in the upcoming webinar of the American Society of Appraisers on October 25th at 12 pm CDT. The two-hour live event will award two CE/CPE hours and is specially designed for business appraisers, business owners, and attorneys involved in the drafting or execution of buy-sell agreements.
Karolina Calhoun, CPA, ABV, CFF is the featured speaker at the October Financial Education & Networking Event hosted by the Oklahoma Chapter of the AAML on Friday, October 21, 2022 in Oklahoma City, Oklahoma. Karolina will present “Enterprise vs. Personal Goodwill in Business Valuations.” She will also participate on the panel “Best Practices & Ethical Considerations from the Perspective of Judges, the Bar, and Experts.”
Brooks K. Hamner, CFA, ASA and Zachary W. Milam, CFA are attending the upcoming “2022 Annual Meeting” of the Association of Trust Organizations in Las Vegas on September 18-19, 2022. In addition, Mr. Hamner is a panelist for the session “Upping the Stakes: Recruiting, Retaining and Disruption.”
Scott Womack, ASA, MAFF and Karolina Calhoun, CPA, ABV, CFF are attending the upcoming “2022 Divorce Conference” sponsored by the American Academy of Matrimonial Lawyers (AAML) and Business Valuation Resources in Las Vegas on September 18-20, 2022. In addition, Ms. Calhoun is a speaker in two sessions.
The annual Bank Board Training Forum is designed for both inside and outside bank directors, chairs, CEOs, and senior management who regularly interact with a bank’s board. Through a curriculum developed by industry experts, the Bank Board Training Forum provides attendees with foundational knowledge, top strategies, and the latest information on best practices in all of the critical areas that bank directors must understand. Mercer Capital is thrilled to be a part of it.
Chris Mercer will present “What it Takes to be a Growing Professional” and Travis will cover “Everything You Wanted to Know About Fair Market Value and Were Afraid to Ask.” Both are excited to be a part of the ASA’s 85th Annual International Conference.
Mercer’s topic is “An Integrated Theory of Major Valuation Issues of Yesterday, Today and Tomorrow.” Chris has taken a look back at his career and tracked the developments of valuation through the years. This is a session that will be both informative and thought-provoking.
The Resource Center is a dedicated website for enterprising families and their advisors facing the financial challenges that are common to family businesses. We’ve curated and organized a diverse collection of resources from our staff of family business professionals, including short videos, articles, whitepapers, books, and research studies.
Mercer Capital is pleased to announce that Andrew B. Frew, ASA, ABV has joined the firm’s Houston office as a Vice President. Andy has over 20 years of business valuation experience. He values businesses and business interests for financial reporting, gift and estate tax, corporate tax, corporate M&A, and employee stock ownership plan purposes. Noteworthy industry experience includes the oil and gas (specifically upstream/E&P), oilfield services, and auto dealership industries.
Z. Christopher Mercer, ASA, CFA, ABAR is keynoting at the 2022 NACVA Business Valuation & Financial Litigation Hybrid & Virtual Super Conference hosted by NACVA on Thursday, August 19, 2022. Chris will be discussing the state of the business valuation profession. He will summarize where the profession currently stands and what the future might hold. But just don’t take Chris’s word for it. Chris reached out to numerous other business appraisers who provided their insights and predictions. This is a session that will be both informative and thought-provoking.
Karolina Calhoun, CPA, ABV, CFF is presenting at the 2022 Forensic Accounting and Litigation Conference hosted by the Kentucky Society of CPAs on Thursday, August 18, 2022.
Karolina will present a two-part presentation on “Critical Issues in Divorce Litigation.”
Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group, to present “Shareholder Value Drivers” to the third year students of the Consumer Bankers of America (CBA) Executive Banking School at Furman University on July 29, 2022. The session will cover the bond and equity markets, bank stocks and the factors that drive bank stocks.