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.
Mercer Capital, a leading business valuation and transaction advisory firm, is proud to announce the promotion of Matthew R. Crow, CFA, ASA to CEO and Travis W. Harms, CFA, CPA/ABV to President.
Scott A. Womack, ASA, MAFF, and David W. R. Harkins, CFA, ABV, are attending the 2023 National Automobile Dealers Association Show in Dallas, Texas, on January 26 – 29, 2023.
Mercer Capital is proud to be sponsoring the 2023 Acquire or Be Acquired (AOBA) Conference presented by Bank Director magazine. The conference will be held January 29 – 31, 2023, in Phoenix, Arizona. Our topic this year is “CU/Bank Transactions, Non-Traditional Growth Opportunities, and Valuations.”
Atticus L. Frank, CFA, ABV, will be presenting in person at the Venice Estate Planning Council in Venice, Florida, on January 23, 2022.
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.”