It's Not Too Late to Call
If your clients have late year gift and trust-related valuation needs, it's not too late to call. However, the clock is ticking.
As a 40-person, multi-disciplined valuation firm, we have significant professional and data resources that smaller, less experienced practitioners lack. Fortunately, that puts us in a unique position of being able to handle your late year valuation needs. Mercer Capital’s internal review and quality control processes are designed to generate expedited results that minimize common mistakes in process and analysis, particularly in situations where service and delivery needs are high.
Act now to get the engagement process defined and settled and work on information collection. Contact any of our senior professionals to help design a process to capitalize on the current wealth transfer opportunities or complete a proposal request form at the link below.
Chris Mercer » 901.685.2120 » firstname.lastname@example.org
Matt Crow » 901.685.2120 » email@example.com
Tim Lee » 901.322.9740 » firstname.lastname@example.org
Nick Heinz » 901.685.2120 » email@example.com
Travis Harms » 901.322.9760 » firstname.lastname@example.org
Andy Gibbs » 901.322.9726 » email@example.com
Jeff Davis » 615.767.9490 » firstname.lastname@example.org
Jim Graves » 502.585.6340 » email@example.com
Wendy Ingalls » 901.322.9716 » firstname.lastname@example.org
Jean Harris » 901.322.9761 » email@example.com
Lucas Parris » 901.322.9784 » firstname.lastname@example.org
Jay Wilson » 901.322.9725 » email@example.com
"Wait and Formulate" as an Expert Witness
by Z. Christopher Mercer, ASA, CFA, ABAR
I have been an expert witness in the business valuation and corporate damages areas for many years. Lawyers are always trying to impeach expert witnesses. That’s a fairly benign way of saying that they seek to catch experts, through a process called cross-examination, in inconsistencies, errors, changes to prior testimony, or even untruths. What is bad is that even when an expert is telling the truth, attempting to be consistent and avoiding mistakes, a good attorney can, through skillful questioning, provide the appearance to the judge or jury that the expert has done one or more of those “bad” things. This appearance can be almost as damaging as the reality. So it is to be avoided. To help me withstand these potentially damaging lawyerly techniques, I devised a little pre-testimony routine to help me stay focused.
Links You Might Find of Interest from Around the Web
Mercer Capital on the Road
October 8, 2012
American Society of Appraisers
Business Valuation Conference
Matthew R. Crow, CFA, ASA
"The Banking Industry"
Andrew K. Gibbs, CFA, CPA/ABV
October 15 - 19
Southern Federal Tax Institute
Matthew R. Crow, CFA, ASA
Laura J. Stevens, CFA
November 8 - 9
ESOP Association Conference
"Advanced Topics in ESOP Valuation"
Las Vegas, NV
Timothy R. Lee, ASA