Estate planning for business owners sometimes coincides with a potential sale of the business. How should estate planners approach valuation in this uncertain environment, and what does the IRS expect? This webinar walks estate planners through the valuation complexities of transferring the business or interests in the business during an M&A process.| Mercer Capital
Karolina Calhoun, CPA, ABV, CFF, Senior Vice President, and David W. R. Harkins, CFA, CPA, ABV, CFF will present the session "Getting Personal with Personal Goodwill. In addition, Z. Christopher Mercer, FASA, CFA, ABAR, Chairman, will address "The Future of the Business Valuation Profession."| Mercer Capital
Jeff Davis, CFA, Managing Director, will participate on the panel “Beyond CRT – Credit Insurance as a Tool for U.S. Regional Banks” at SCI’s Regional Bank-CRT Forum in New York on September 10, 2025.| Mercer Capital
Mercer Capital is pleased to announce that two professionals have been promoted to Senior Financial Analyst: Koby S. Allen and Luke Tanner.| Mercer Capital
Energy companies depend on Mercer Capital’s industry knowledge and experience to help navigate the ongoing changes in the energy environment.| Mercer Capital
