Mercer Capital’s Andrew K. Gibbs, CFA, CPA/ABV to present at Bank Director’s 2023 Bank Board Training Forum on Monday, September 11, 2023, in Nashville, Tennessee.
Mercer Capital’s Andrew K. Gibbs, CFA, CPA/ABV to present at Bank Director’s 2023 Bank Board Training Forum on Monday, September 11, 2023, in Nashville, Tennessee.
Mercer Capital’s Zac L. Lange, CPA to speak in-person at the Meet the Firms Alumni Panel at Rhodes College in Memphis, Tennessee, on Wednesday, August 30, 2023.
Karolina Calhoun, CPA/ABV/CFF is co-presenting an in-person CLE session alongside Will Perry and Lisa J. Gill at Family Law 2023: Intersections of Family Law hosted by the Tennessee Bar Association on August 17, 2023, at 3:30 PM. Their session will cover “Pitfalls and Pointers for Litigation Involving Closely-Held Businesses, Including Involvement in Family Law Actions.”
Scott A. Womack, ASA, WAFF will be attending “Advanced Family Law 2023” sponsored by the Family Law Section of the Texas State Bar on August 7-10, 2023, in San Antonio, Texas.
Andy Frew, ASA, ABV will be speaking at the Houston Chapter of the Financial Executives Networking Group on Tuesday, August 8, 2023, in Houston, Texas.
Mercer Capital is pleased to announce five new additions to our professional staff.
Bryce Erickson, ASA, MRICS will be speaking will be speaking on “Valuation Considerations in Charitable Gifting Scenarios: Liquidity Events, Client Goals, Taxes, and Where Valuations Fit.”
Mercer Capital is pleased to announce that Sebastian S. Elzein, Harrison Holt, and Thomas G. Kasierski have been promoted to Senior Financial Analyst.
Karolina Calhoun, CPA, ABV, CFF and David W. R. Harkins, CFA, ABV will be attending the National Family Law Trial Institute on Thursday, July 27, 2023 – Saturday, July 29, 2023, in Houston, Texas.
Z. Christopher Mercer, FASA, CFA, ABAR will be speaking at the NACVA 2023 Business Valuation & Financial Litigation Super Conference on Friday, July 14, 2023, in Salt Lake City, Utah.
Karolina Calhoun, CPA, ABV, CFF is speaking in the AICPA webcast, Two Perspectives on the Path to Becoming an FVS Expert for Litigation, on Tuesday, June 27, 2023.
Mercer Capital’s Atticus L. Frank, CFA, ABV to present at the upcoming FICPA Mega 2023 Conference on Friday, June 16, 2023, in Orlando, Florida.
Mercer Capital is excited to sponsor and attend the Houston ASA Chapter Energy Valuation Conference. The conference will be held on May 11th, 2023, at the Briar Club in Houston, Texas, and virtually online. Mercer Capital’s Bryce Erickson, ASA, MRICS and J. David Smith, ASA, CFA are attending.
Z. Christopher Mercer, FASA, CFA, ABAR will be speaking at the 2023 NYSSCPA Annual Business Valuation & Litigation Services Conference on May 15th, 2023 in New York, New York.
Z. Christopher Mercer, FASA, CFA, ABAR will be speaking alongside Dori Foster Morales, Esq. at the AAML Florida Chapter 45th Annual The Institute on May 5th, 2023.
Mercer Capital is proud to co-sponsor the Sunday lunch at the 2023 NADC Annual Member Conference. The conference will be held April 30th – May 20th, 2023, at The Ritz-Carlton in Amelia Island Florida. Mercer Capital’s Scott A. Womack, ASA, MAFF and Harrison Holt are attending.
We are thrilled to announce that Jeff Davis, Managing Director of the Financial Institutions Group at Mercer Capital, was featured on Bloomberg Daybreak Europe.
Mercer Capital is proud to be a Bronze Sponsor of Family Business Magazine’s 2023 Transitions Spring conference. This event will be held April 19-21, 2023, at The Vinoy Rennaissance in St. Petersburg, Florida. Mercer Capital’s Travis W. Harms, CFA, CPA/ABV and Nicholas J. Heinz, ASA are attending.
Mercer Capital is proud to announce that financial analyst, Luke Tanner, 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.
Lucas M. Parris, CFA, ASA-BV/IA is speaking at the upcoming Financial Consulting Group University 2023 in Atlanta, Georgia on April 25, 2023.
Scott A. Womack, ASA, WAFF, and Karolina Calhoun, CPA, ABV, CFF, are presenting alongside Gunnar J. Gitlin of The Gitlin Law Firm in a Strafford video webinar on March 28, 2023, at 1 pm PDT.
Mercer Capital’s Timothy R. Lee, ASA to present a session on “Current Issues and Opportunities in Tax-Related Valuations” at the Estate Planning Council of Mississippi in Ridgeland, Mississippi on March 14, 2023.
While deal activity is facing headwinds due to increased financing costs and tighter lender terms, selling to an ESOP remains a viable option for many.
Mercer Capital’s Atticus L. Frank, CFA, ABV, to present alongside GF Data’s Bob Wegbreit at the Financial Consulting Group’s online webinar on Tuesday, February 28, 2023.