Mercer Capital’s Atticus L. Frank, CFA, ABV is presenting to the Venice Area Estate Planning Council on Monday, April 22, 2024, in Venice, Florida.
Frank’s session is titled “2024 Business Valuation Update for Estate Planners.” In his presentation, he will discuss how recent court cases and legislative changes may affect estate planning for FLPs, LLCs, and privately held businesses. He’ll highlight looming legislative changes, IRS funding priorities, recent court decisions involving business valuation, and current real-world issues in business valuation that estate planners need to keep in mind.
Atticus Frank is a vice president with Mercer Capital and a member of the Venice Estate Planning Council. Atticus has been involved with hundreds of valuation engagements in a diverse range of industries. He provides valuation analyses for gift and estate tax planning, transaction consulting (M&A), corporate planning, and litigation support, among other valuation-related service needs of privately held businesses.
As a member of Mercer Capital’s Family Business Advisory Services Group, Atticus provides financial education, valuation, and other strategic financial consulting to multi-generation family businesses. The Family Business Advisory Services Group helps family shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Additionally, Atticus is a regular contributor to Mercer Capital’s blog, Family Business Director.
