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.
Mercer Capital is pleased to announce six new additions to our professional staff.
Happy birthday Mercer Capital!
Timothy Lee will be speaking at The 2022 ASA ESOP Virtual Conference on June 21, 2022.
Mercer Capital is a sponsor of the Houston ASA 2022 Energy Valuation Conference on May 12, 2022. Professionals Bryce Erickson, David Smith, and Justin Ramirez will be attending.
Mercer Capital is a sponsor of Florida AAML’s 44th Annual Institute on May 6-7th. Professional Karolina Calhoun will be in attending.
Matthew Crow, ASA, CFA, is presenting Current Trends in RIA Valuation at the 2022 Visions in Planning Conference hosted by the Financial Planning Association of Greater Memphis on May 4, 2022.
Karolina Calhoun, CPA, ABV, CFF will present The Double Dip…Debate: Does Personal/Enterprise Goodwill Factor into the Analysis? on May 2, 2022 for the Connecticut Chapter of the American Academy of Matrimonial Lawyers (AAML).
Don Erickson, ASA will address valuation issues in professional sports franchises and Bryce Erickson, ASA, MRICS will cover the oil and gas industry in this webinar sponsored by Business Valuation Resources.
Timothy Lee will be attending and speaking at The ESOP Association National Conference in Washington, D.C. on May 3-6.
Mercer Capital is pleased to announce that Karolina Calhoun, CPA, ABV, CFF has been appointed to the AICPA Business Valuations Committee. Her term begins in May 2022.
Scott Womack will present The Art and Science of Business Valuations: A Guide for Attorneys/Advisors for the Knoxville Estate Planning Council on March 24, 2022 in Knoxville, TN.
Scott Womack, ASA, MAFF will present “Business Valuations in Litigation: A Guide for Attorneys” on February 28, 2022 at the Nashville Bar Association and on March 4, 2022 at the Williamson County Bar Association.
Mercer Capital, a national business valuation and financial advisory firm, is pleased to welcome Owen T. Johnson, CPA/ABV, CBA, ASA to the team as a Senior Advisor. Over his career, Owen has provided transaction-related consulting services to numerous clients on … Continued
Chris Mercer is joining two other valuation experts in an “Ask the Experts” webinar on March 1, 2022 sponsored by Valuation Product and Services (VPS) StraightTalk.
Mercer Capital is a sponsor of the Dallas Bar Association 2022 New Members Reception on February 17, 2022. Professionals Bryce Erickson, Alex Barry, and Mary Jane McCaghren will be attending.
Atticus Frank, CFA, senior financial analyst, has earned the right to use the accredited in business valuation (ABV).
Mercer Capital is again sponsoring and speaking at the 2022 Acquire or Be Acquired (AOBA) Conference, January 30- February 1, 2022 in Phoenix, Arizona. Our topic this year is “A Primer on a Growing Breed of Bank Acquirers: Credit Unions & FinTech Companies.”
Samantha Albert, ASA, ABV, and Mary Jane McCaghren have been promoted to Vice President and Senior Financial Analyst.
Chris Mercer is speaking at the NACVA’s Business Valuation & Financial Litigation Super Conference. Chris will be speaking on “The Current View of the Restricted Stock Studies and Restricted Stock Discounts.”
Lucas Parris, CFA, ASA-BV/IA, senior vice president, represented the American Society of Appraisers on the working group that produced the revised 2001 International Valuation Glossary – Business Valuation. Read more about the Glossary here.