Mercer Capital performs business valuations for a wide variety of needs, including but not limited to:
- Corporate Valuation Services
- Litigation Support
- Financial Reporting Valuation
- Tax Compliance
- Employee Stock Ownership Plans
Our clients range from public to private, from smaller companies to large multi-nationals in a broad range of industries as well as numerous governmental agencies.
Our work has been reviewed and accepted by the major agencies of the federal government charged with regulating business transactions, as well as the largest accounting and law firms in the nation in connection with transactions involving their clients.
Feel confident in our experience and expertise.
Corporate Valuation Services
Mercer Capital is a full service business valuation firm. We provide the following corporate valuation services to clients nationally and internationally:
- Valuation related to buy-sell agreements
- Fairness opinions
- Valuation of family limited partnerships & limited liability companies
- Minority interest, marketability, blockage and other discounts
- Valuation of professional practices and practice ownership interests
- Stock repurchase programs
- Valuations for sale or going public
- Transactions involving dissenting minority shareholder rights
Tax Compliance
Valuations are a critical element of successful tax planning strategies. Mercer Capital has over twenty years of experience providing objective valuations for tax compliance.
Mercer Capital’s opinions of value are well-reasoned and well-documented which provide critical support for any potential challenge, although the consequence of our thorough, well-reasoned and well-documented work has resulted, in the overwhelming majority of the time, in quiet acceptance by the IRS and state and local taxing authorities.
Mercer Capital provides the following services related to tax compliance:
- Closely held stock valuations for family wealth planning & estate tax compliance
- Business valuations for corporate restructurings & related tax planning
- Executive stock option valuations for gift & estate tax planning
- Business & intangible asset valuations in connection with Subchapter S tax status
- Intellectual property valuations
- Restricted stock valuations for family wealth planning and estate tax compliance
- Valuation of covenants not to compete
- Valuations for charitable donations
Litigation Support
Mercer Capital brings superior analytical resources and over twenty years of experience to the field of dispute analysis and litigation support. Our professionals have been designated as expert witnesses and testified before numerous courts including U.S. Federal District Court (several jurisdictions), county and state courts (numerous states), U.S. Tax Court, U.S. Bankruptcy Court, state regulatory bodies, and the American Arbitration Association.
A representative sample of Mercer Capital’s dispute analysis services includes:
- Business damages
- Buy-sell agreements
- Securities fraud analyses
- Family law and marital dissolution
- Blockage analyses
- Statutory fair value controversies
- Tax-related controversies
- ESOP matters and other ERISA-related disputes
- Mediation or arbitration of valuation-related disputes
- Review of expert reports for potential rebuttal testimony or cross examination purposes
- Analysis of complex business issues from a valuation perspective
- Bankruptcy and corporate reorganization issues
- Fraudulent conveyance issues
- M&A advisory-related engagements
Mercer Capital has been engaged by some of the premier professional firms in the country as well as by several governmental agencies. (Click here for more information about Mercer Capital's litigation support services.)
Financial Reporting Valuation
The current environment which finds regulators pursuing heightened efforts to protect the investing public has led to new rules for the accounting of business combinations and to greater scrutiny of compliance efforts.
Mercer Capital’s professionals possess a knowledge of regulatory requirements and are specialists in fundamental analysis, and valuation techniques associated with enterprises and intangible assets.
Mercer Capital performs scores of business valuations yearly for purposes including:
- Purchase price allocations for financial reporting and tax compliance
- Impairment studies on goodwill and other intangible assets
- Intangible assets, intellectual property or securities for financial reporting compliance
- Portfolio investment valuation services
- Employee stock options
- Restricted stock
- Core deposit intangibles for financial institutions
- International fair value valuation
- Other related valuation and consulting services
Independent of your auditors, Mercer Capital offers unbiased opinions of value. Mercer Capital’s opinions of value are grounded in well-reasoned and supportable assumptions. Our work has been reviewed and accepted by the SEC, as well as the nation’s premier accounting and law firms. (Click here for more information about Mercer Capital's financial statement reporting compliance services.)
Employee Stock Ownership Plans (ESOP)
Mercer Capital is an ESOP company so we understand ESOPs. A valuation that provides consistency over time is key to establishing and maintaining a successful ESOP.
Mercer Capital currently provides annual valuations for numerous companies and financial institutions across the nation. In fact, our ESOP customer base makes us one of the larger appraisers of ESOPs in the nation. We provide the following services for ESOP clients:
- Annual appraisals for Plan trustees
- Fairness opinions
- Financial advisory services for Plan trustees
- Security design and equity allocation
Click to view Mercer Capital's Corporate Qualifications (PDF)