Two Mercer Capital professionals, Matthew R. Crow and Brooks K. Hamner will participate in a valuation panel at the CFA Society of New York’s upcoming Private Wealth Managers, Succession Plans: Handing Off the Baton event (October 17, 2019).
Age demographics and structural trends in wealth management have spotlighted the industry’s lack of succession planning and the economic dynamics that underpin the valuation of a wealth management practice or firm. Succession planning conversations often focus more on the value of the business than on the transition of the business. This event aims to provide fundamental and actionable insight.
CFA Society of New York is a financial services forum and provider of professional education and career development. Originally founded in 1937, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate with over 10,000 members.
About Mercer Capital
Matt Crow, president, is the leader of Mercer Capital’s Investment Management Group and Brooks Hamner, vice president, is a senior team member. The group provides wealth managers, independent trust companies, and asset managers with business valuation and financial advisory services related to succession planning, shareholder disputes, M&A representation, litigated matters, tax compliance, and financial reporting requirements. The group also publishes research on the industry via its quarterly newsletter, Value Focus: The Investment Management Industry and weekly blog, RIA Valuation Insights.