When is it appropriate to call in a business appraiser in a litigated situation? Learn here. Also, year-end gift tax planning and our coming redesigned website.

Dispute Analysis Issues

When to Call in a Business Appraiser

"Litigated issues are as diverse as the people involved and the problems that haunt them."

There is no doubt that valuation advisory services can provide the peace of mind and thoughtful documentation required to conduct those transactions that may be scrutinized by regulators, courts, tax collectors and a myriad of other lurking adversaries.

Moving beyond the typical compliance issues, valuation services can be vital in the litigation arena. Undoubtedly, value is the centerpiece of much business and personal litigation. The high-stakes, hard-to-quantify issues of litigation are always aggressively challenged. In essence, an expert analyst should do three things essential to assessing any question of value, whether in a litigation or a compliance environment.

Year-End is Upon Us

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, our practice has historically been diversified - not reliant on any one service line for the bulk of our revenue. Therefore, while our valuation peers, whose practices are gift & estate tax driven, find themselves overwhelmed by year-end gift tax projects, we still have some capacity to handle your late year valuation needs. However, we find ourselves close to being at capacity as well.

Act now to get the engagement process defined and settled.

Contact any of our senior professionals at 901.685.2120 or via email.

Operating Companies or Asset Holding Entities
Chris Mercer » mercerc@mercercapital.com
Matt Crow » crowm@mercercapital.com
Tim Lee » leet@mercercapital.com
Travis Harms » harmst@mercercapital.com
Nick Heinz » heinzn@mercercapital.com

Depository Institutions
Jeff Davis » jeffdavis@mercercapital.com
Andy Gibbs » gibbsa@mercercapital.com

Links You Might Find of Interest from Around the Web


Understand the Value of Your Agricultural Equipment & Machinery Dealership

Understand the Value of Your Trust Company


Understand the Value of Your Insurance Brokerage

Mercer Capital's Website Redesign Launching in 2013 and more ...

In 2013 Mercer Capital launches a redesigned website. The new website will have improved navigation, be easier to read, and more flexible for the user.

Also, 2013 brings a new look to our email newsletters, whitepapers, and other email communications. However, the content that readers find useful will not change.

To subscribe to other newsletters or industry quarterlies, click here.

Mercer Capital on the Road

January 14-18, 2013
Heckerling Institute on Estate Planning
Orlando, FL
Nicholas J. Heinz, ASA

January 27-29, 2013
Acquire or Be Acquired Conference
"Capital Management: Alternatives & Uncertainties"
Scottsdale, AZ
Andrew K. Gibbs, CFA, CPA/ABV
Jeff K. Davis, CFA
Jay D. Wilson, Jr., CFA

VOLUME 2012-06

Forward to a friend

Copyright © 2012 Mercer Capital, All rights reserved.

Value Matters (TM) is published six times a year and does not constitute legal or financial consulting advice. It is offered as an information service to our clients and friends. Those interested in specific guidance for legal, tax, or accounting matters should seek competent professional advice. 

Mercer Capital is a national business valuation and financial advisory firm. We offer a broad range of valuation services including corporate valuation, gift and estate tax valuation, buy-sell agreement valuation, financial reporting valuation, ESOP and ERISA valuation, and litigation and expert testimony consulting. In addition, Mercer Capital can assist with transaction-related needs, including M&A advisory, fairness opinions, and strategic alternatives assessment.

To discuss a valuation issue in confidence, please contact us at 901.685.2120 or via email.

Tim Lee

Nick Heinz

Travis Harms

Jim Graves

Wendy Ingalls

Matt Crow

Chris Mercer