Litigation & Dispute Resolution

June 17, 2019

How to Present Complex Finance to Judges

Originally presented at the 2019 AAML/BVR National Divorce Conference in Las Vegas, in this session, Z. Christopher Mercer, FASA, CFA, ABAR delves into more than 30 years of experience presenting complex valuation and damages issues to judges and juries.  One of the key ideas of effective communication is the KISS principle, or “keep it simple, stupid.” The question is, how can we do that?  Chris provides the techniques and templates necessary to communicate your position, and your opponent’s position, in such a way that judges can hone in on and understand the most important information and why it’s important.

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Industry Spotlight: What Today’s RIA M&A Headlines Tell Us About Valuation
Industry Spotlight | What Today’s RIA M&A Headlines Tell Us About Valuation (and Succession)
In this reprint from our RIA Valuation Insights blog, we examine what current RIA M&A headlines reveal about valuation dynamics and succession trends.
Mercer Capital Sponsors the ABA 2026 Family Law Spring Conference
Mercer Capital Sponsors the ABA 2026 Family Law Spring Conference
Mercer Capital is proud to sponsor the American Bar Association Family Law Spring Conference, taking place in Washington, DC, April 15-18th, 2026. Karolina Calhoun, ASA, ABV, and Kathryn Burke will represent the firm at this year’s event.Hosted by the ABA Family Law Section, the Spring Conference brings together family law practitioners from across the country to discuss the legal and financial issues shaping the practice today. This year’s program includes sessions on business valuation in divorce, income analysis, tax considerations, and other topics that often arise in complex matrimonial matters.Mercer Capital works closely with attorneys and their clients on the financial aspects of family law cases. The firm provides business valuation, income analysis, and forensic accounting services in divorce and related disputes, helping clients understand the value of marital assets, evaluate cash flow for support, and navigate issues involving business ownership and financial reporting. Mercer’s analyses are designed to be clear, well-supported, and useful in both negotiation and litigation.Karolina Calhoun is a Senior Vice President at Mercer Capital and an experienced valuation professional specializing in litigation and family law matters. She provides business valuation and financial consulting services in the context of divorce, shareholder disputes, and other complex engagements. Karolina works closely with attorneys and their clients to analyze financial issues, deliver well-supported conclusions, and communicate findings clearly in both negotiation and courtroom settings.Kathryn Burke is a Senior Financial Analyst at Mercer Capital. She provides valuation and forensic services across a range of engagements, including litigation support, marital dissolution matters, financial reporting, and transaction advisory.Mercer Capital looks forward to engaging with attorneys and other professionals at this year’s conference. Additional information about the event is available on the ABA website: https://events.americanbar.org/event/c57cffc7-a626-4ef5-839c-0476cafc08d1/summary.
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
This webinar provides attorneys with an in-depth review of the salient valuation topics from the recent Tax Court decision, Pierce v. Commissioner.

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