Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present the topic “Issues You Should Be Aware of When Working with Business Appraisers” at the Thursday mid-day program (October 24th).
Estate planners often have need of business appraisal services, yet vetting business appraisers and understanding their work product is often more difficult than it should be. This session lifts the veil on the business appraisal profession and addresses issues and questions important to estate planners and, ultimately, their clients.
For a copy of the handouts, click here.
Mercer Capital is an Institute Sponsor and is also exhibiting. For more information about the Institute, click here.
Matthew R. Crow. Matthew R. Crow is the President of Mercer Capital. Matt provides corporate valuation services related to corporate planning and reorganization, transactions, employee stock ownership plans, and tax issues. He is active in valuation related to asset management firms and telecommunications enterprises and has broad industry experience in agriculture, manufacturing, distribution, and technology companies. In addition, Matt serves as a course developer for the American Society of Appraisers BV302 course on Advanced Topics in the Valuation of Intangible Assets. He also actively participates in the Appraisal Issues Task Force, a group that interacts with the SEC to address new and developing fair value issues.
Nicholas J. Heinz. Nicholas J. Heinz leads Mercer Capital’s Valuation Services team. Nick has extensive experience in providing valuation and corporate advisory services for purposes including estate and gift tax planning and compliance matters, mergers and acquisitions, fairness opinions, solvency opinions, employee stock ownership plans, buy-sell agreements, and corporate planning and reorganizations. Nick is an active member of several professional organizations including the ESOP Association, the National Center for Employee Ownership, and the American Society of Appraisers. He serves as an officer in the New South Chapter of the ESOP Association.