INDUSTRIES

Insurance Companies

Mercer Capital provides the insurance industry with corporate valuation, financial reporting, transaction advisory, litigation support, and related services

Frequently Asked Questions

What is involved in the process?

Every project is different, but most progress from information gathering to research, and then analysis, and then reporting.

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Do I need an industry expert or a valuation expert?

While there are pros and cons to each, we think you need both.

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What industry segments do you have experience in?

Mercer Capital has over 35 years of experience providing business valuation and transaction advisory services to multiple segments in this industry.

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Services


Corporate Valuation

  • Company Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Quality of Earnings Assessments
  • Solvency Opinions

Financial Reporting

  • 280G Golden Parachute Valuation
  • Bankruptcy and Restructuring Advisory
  • Equity-Based Compensation Valuation
  • Impairment Testing
  • Portfolio Valuation Services
  • Purchase Price Allocation

Litigation Support

  • Business Damages and Lost Profits
  • Family Law and Divorce
  • Shareholder Disputes, Corporate Restructuring, and Dissolution
  • Tax-Related Controversies
  • Valuation, Labor, and Contract Disputes

Family Business Advisory Services

Mercer Capital provides financial education services and other strategic financial consulting to family businesses. We work with family business boards and management teams explain strategic financial decisions to shareholders and help shareholders communicate preferences to boards and management teams.

Corporate Valuation

  • Company Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Quality of Earnings Assessments
  • Solvency Opinions

Financial Reporting

  • 280G Golden Parachute Valuation
  • Bankruptcy and Restructuring Advisory
  • Equity-Based Compensation Valuation
  • Impairment Testing
  • Portfolio Valuation Services
  • Purchase Price Allocation

Litigation Support

  • Business Damages and Lost Profits
  • Family Law and Divorce
  • Shareholder Disputes, Corporate Restructuring, and Dissolution
  • Tax-Related Controversies
  • Valuation, Labor, and Contract Disputes

Family Business Advisory Services

Mercer Capital provides financial education services and other strategic financial consulting to family businesses. We work with family business boards and management teams explain strategic financial decisions to shareholders and help shareholders communicate preferences to boards and management teams.