Corporate Valuation

March 1, 2019

How to Value a Business & Situations That Give Rise to a Valuation

Karolina Calhoun, CPA/ABV/CFF, Vice President, presented "How to Value a Business & Situations That Give Rise to a Valuation" at the Tennessee Society of CPAs West Tennessee Chapter monthly meeting in Jackson, TN.

The valuation of a business can be a complex process, requiring accredited business valuation and forensic accounting professionals. This session will take a deep dive into the process and methodologies used in a valuation. Also covered will be the situations that give rise to valuation services such as estate/tax planning, ESOP annual valuation, M&A transactions, GAAP/ financial reporting, family law marital dissolution, buy-sell disputes, and corporate litigation.

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Mineral Aggregator Valuation Multiples Study Released-Data as of August 17, 2026
Mineral Aggregator Valuation Multiples Study Released

With Market Data as of August 17, 2026

Mercer Capital has thoughtfully analyzed the corporate and capital structures of the publicly traded mineral aggregators to derive meaningful indications of enterprise value. We have also calculated valuation multiples based on a variety of metrics, including distributions and reserves, as well as earnings and production on both a historical and forward-looking basis.
Mercer Capital to Sponsor ACTEC Florida Fellows Meeting
Mercer Capital to Sponsor ACTEC Florida Fellows Meeting
Mercer Capital is pleased to sponsor ACTEC’s 2026 Florida Fellows Meeting, taking place Wednesday, August 19, 2026, at The Breakers in Palm Beach, Florida. Tim Bronza, CPA, ASA, and Sujan Rajbhandary, CPA, ABV, will represent the firm at the meeting.ACTEC, the American College of Trust and Estate Counsel, is an organization of trust and estate lawyers and law professors in the United States and around the world. Its Fellows are committed to maintaining excellence in the trust and estate legal field and improving the practice of trust and estate law.The 2026 Florida Fellows Meeting will feature an afternoon of educational programming, networking, and discussion during ACTEC’s return to The Breakers. This year’s program includes sessions on trust litigation, single-member LLC planning, and the legal, ethical, and practical challenges attorneys face when counseling clients on disinheritance.Tim Bronza serves as Managing Director of Mercer Capital’s Florida office. He has extensive experience valuing business interests for federal gift, estate, and income tax purposes and leads sophisticated valuation engagements across corporate and fiduciary contexts.Sujan Rajbhandary is a Senior Vice President with Mercer Capital and a member of the firm’s Gift, Estate & Income Tax Group. He has 20 years of experience advising closely held businesses, family-owned enterprises, and public companies on valuation and tax planning matters. He is a regular contributor to Mercer Capital’s Value Matters Newsletter.Mercer Capital regularly works with owners, fiduciaries, and professional advisors on valuation and advisory matters involving trusts, estates, tax planning, transactions, and disputes. The firm is pleased to support educational programs that help professionals navigate complex financial issues in estate and trust matters.Mercer Capital looks forward to connecting with attendees in Palm Beach. To learn more about this year’s conference, visit the Florida Fellows Meeting website: https://events.rdmobile.com/Events/Details/19947
July 2026 | Complex Governance Structures in Gift  and Estate Tax Valuation
Value Matters® July 2026

Complex Governance Structures in Gift and Estate Tax Valuation

In valuations for gift or estate tax reporting purposes, the subject of the appraisal is not simply a percentage ownership interest, but the specific ownership interest being transferred, together with the legal and economic rights attached to it.
Value Matters® Newsletter
Read Now about Value Matters® July 2026

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