Mercer Capital is proud to sponsor and attend the 43rd Annual Attorney/Trust Officer Liaison Conference. The conference will be held July 31–August 2, 2025, at the Breakers in Palm Beach, Florida, and is presented by the Real Property, Probate, and Trust Law Section of The Florida Bar. Mercer Capital’s J. David Smith, CFA, ASA and Thomas C. Insalaco, CFA, ASA will be attending and exhibiting.
David is a Senior Vice President with Mercer Capital. He has over 25 years of business valuation experience and has been involved with hundreds of valuation and related engagements. He values businesses, business interests, and intangible assets for financial reporting, corporate tax, corporate M&A, employee stock ownership plans, and gift and estate tax purposes. David is a member of Mercer Capital’s Gift, Estate, and Income Tax Planning and Compliance services group. As part of the group, David contributes to the firm’s Value Matters® newsletter.
Thomas is a Senior Vice President with Mercer Capital. He has been valuing businesses since 2008 and has experience valuing businesses in many different industries and for many different purposes. He has developed expertise in valuation consulting for estate planning and exit planning purposes with a focus on construction, consumer discretionary, and transportation companies, as well as alternative asset managers. Thomas is also a member of Mercer Capital’s Gift, Estate, and Income Tax Planning and Compliance services group. As part of the group, Tom contributes to the firm’s Value Matters® newsletter.
