Lucas M. Parris, CFA, ASA-BV/IA, and William C. Tobermann, CFA are speaking at the upcoming Memphis Chapter Tennessee Society of CPAs November Meeting 2022 at Hilton Memphis in Memphis, Tennessee on November 29, 2022.
Parris and Tobermann will address “Business Valuation and the Insurance Industry.” This session dives into the process and methodologies used in a valuation and the situations that might require a valuation such as tax planning, M&A transactions, financial reporting, and litigation. They will examine the theory as well as the real-world application of business valuation in the insurance brokerage industry.
Lucas Parris is a Senior Vice President at Mercer Capital and the leader of Mercer Capital’s Financial Reporting Valuation Group. He also leads Mercer Capital’s Insurance Industry Team, where he specializes in valuation and advisory services for insurance agencies, brokerages, underwriters, third-party administrators, and other industry service providers. These services include independent valuations for corporate transactions, agency perpetuation, buy-sell agreements, financial reporting, tax compliance, and buy or sell-side consulting services.
Will Tobermann is a senior financial analyst with Mercer Capital and a member of Mercer Capital’s Financial Institutions Group and its Insurance Industry Team. He works with financial institutions throughout the country preparing valuation analyses related to transactions, fairness opinions, equity compensation arrangements, shareholder agreements, and other circumstances. His specific industry expertise is in the insurance industry where he concentrates on insurance brokerages.
