New Issue of Mercer Capital’s Value Matters™

The newest issue of Value Matters™, Mercer Capital’s newsletter addressing gift and estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business, has been published.

This issue focuses on Transaction Advisory and includes the feature article “Fairness Opinions and Down Markets.”

August has become the new October for markets in terms of increased volatility and downward pressure on equities and high yield credit. This year has seen similar volatility as was the case in some memorable years. Declining commodity markets, exchange rate volatility and a pronounced widening of credit spreads finally began to reverberate in global equity markets this year. Declining markets in the context of negotiating and opining on a transaction will raise the question: How do current market conditions impact fairness?

This issue also includes the article “Rough Quarter for the RIA Industry” as originally appeared on Mercer Capital’s new RIA Valuation Insights blog. There is other information included helpful to estate planners.

Download the issue or subscribe here.