Matthew Crow, ASA, CFA will participate in a panel discussion on “Valuation and Other Considerations Due to COVID:
Past, Present & Future” at the 2021 American Society of Appraisers (ASA) International Conference in Las Vegas, Nevada on October 25.
Matthew Crow, ASA, CFA will participate in a panel discussion on “Valuation and Other Considerations Due to COVID:
Past, Present & Future” at the 2021 American Society of Appraisers (ASA) International Conference in Las Vegas, Nevada on October 25.
Karolina Calhoun, CPA/ABV/CFF, vice president, is speaking at the Society of Louisana CPAs two-day Forensic, Litigation & Valuation Services (FLVS) Conference on October 21, 2021-October 22, 2021. Karolina’s topic is “Top 10 Critical Issues in Valuations for Divorce.”
Jeff Davis is set to participate in a roundtable discussion on the current state of banking at FHN Financial’s 2021 Fixed Income Virtual Seminar on September 23, 2021.
Two Mercer Capital professionals, David Harkins, CFA and Justin Ramirez, ASA has earned the Accredited in Business Valuation (ABV) credential, demonstrating expertise in business valuation.
Travis Harms, CFA,CPA/ABV and Atticus Frank, CFA will be speaking at the 2021 Family Business Legacy & Wealth a virtual event hosted on September 22-24, 2021.
Mercer Capital’s RIA professionals are on the agenda to speak at the 2021 Association of Trust Organizations Annual Meeting held in Amelia Island, Florida (September 19-21, 2021).
Karolina Calhoun and Scott Womack featured an article entitled, “The Valuation Date in Divorce: Considerations and Complications” for the August issue of Family Lawyer Magazine.
Jeff Davis and Andy Gibbs will be speaking at Bank Director’s Bank Board Training Forum. This event will be held in person on September 13, 2021.
Mercer Capital is pleased to announce four new additions to our professional staff.
Justin J.F. Ramirez has earned the title of Accredited Senior Appraiser, which is recognized as the global mark of excellence in the valuation and appraisal profession.
Krause Brokerage Services recently acquired LTC Solutions. Mercer Capital served as financial advisor.
Simmons First National Corporation recently acquired Landmark Community Bank and Triumph Bancshares, Inc. Mercer Capital provided the fairness opinions on these two transactions.
Mercer Capital is pleased to welcome Mr. Brandon Eyabi, to our professional staff as a Financial Analyst and Ms. Shaterra Pryor to our professional staff as a Marketing Associate.
Lucas M. Parris, CFA, ASA-BV/IA and Jay D. Wilson, CFA, ASA, CBA have been promoted to Senior Vice President.
Tim Lee, in his capacity as a member of The ESOP Association’s Valuation Advisory Committee, co-authored an article in TEA’s March 2021 ESOP Report newsletter in and is a primary contributing author to TEA’s newly released Issue Brief #24 “The Value of Control in ESOP Transactions & Plan Year Valuations.”
Karolina Calhoun, CPA/ABV/CFF, vice president, is speaking at the Georgia Society of CPAs virtual GSCPA Decision Makers Conference on Thursday, April 22, 2021. Karolina’s topic is “Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation.”
Chris Mercer will participate in the session entitled, “Business Valuation Potpourri” at the Connecticut Chapter of the American Academy of Matrimonial Lawyers on April 5, 2021.
Mercer Capital is a proud sponsor of the 2021 Transitions Spring Conference. The conference is sponsored by Family Business Magazine and is the only conference created for families, by families. Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending and speaking at the conference.
Karolina Calhoun, CPA/ABV/CFF, vice president, is presenting “What Attorneys Should Know About Valuations of Closely Held Businesses” at the Tennessee Trial Lawyers Association’s “Memphis Family Law Seminar 2021.” The event will be held virtually on Thursday, March 18, 2021 (8:00 AM – 4:00 PM CT).
Z. Christopher Mercer (Founder and CEO of Mercer Capital) and Travis W. Harms (Senior Vice President) will present a three-part webinar series on their most recent book, “Business Valuation: An Integrated Theory, 3rd Edition.”
Chris Mercer and Travis Harms’ newest book, Business Valuation: An Integrated Theory, Third Edition (John Wiley & Sons, Inc.), is now available for purchase on Amazon at wiley.com. This revised and updated book explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works. The authors, two experts on the topic of business valuation, help readers translate valuation theory into everyday valuation practice.
Three of Mercer Capital’s professionals are on the agenda to speak at the 2020 Forensic & Valuation Services Conference hosted by the American Institute of CPAs. This event will be held virtually on November 9-11, 2020.
Jay D. Wilson, Jr., CFA, ASA, CBA, vice president, contributed the chapter to recently published book, The Technological Revolution in Financial Services: How Banks, FinTechs, and Customers Win Together (University of Toronto Press, University of Toronto).
Karolina Calhoun, CPA/ABV/CFF and Hubert Klein, CPA/ABV/CFF (EisnerAmper) participated in the recent AICPA Forensic and Valuation Services (FVS) podcast entitled “Valuation Dates in a Litigation Context.”