Atticus Frank is a vice president with Mercer Capital. 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.
In addition, Atticus spent time at D-R Media and Investments, a diversified media company based in Venice, Florida. Atticus served in the role of CFO, where he oversaw the financial operations of the company, including financial reporting and budgeting processes for the company. Atticus also spent time leading Sun Events, a start-up concert promotion business and division of D-R Media. Atticus’ responsibilities included overseeing the division’s day-to-day operations, budgeting, and marketing strategy.
Professional Designations
- Chartered Financial Analyst (The CFA Institute)
- Accredited in Business Valuation (The American Institute of Certified Public Accountants)
Professional Memberships
- The CFA Institute
- Florida Institute of Certified Public Accountants
- Valuation, Forensic Accounting, and Litigation Services Committee
- ACG Tampa Bay
- The CFA Society of Tampa Bay
- Venice Area Chamber of Commerce
- Venice Estate Planning Council
- Greater Sarasota Chamber of Commerce
- Southwest Florida Estate Planning Council
Community Involvement
- State College of Florida Foundation
- Board of Directors
- Charlotte Community Foundation, Inc.
- Finance and Audit Committee
- Sarasota County School Board
- Financial Advisory Committee
Education
- University of the South, Sewanee, Tennessee (B.A., Economics and Political Science, 2014)
