In this article, we describe the processes that lead to credible and timely valuation reports. These processes contribute to smoother engagements and better outcomes for clients.

In this September 23, 2020 webinar, Matt Crow and Taryn Burgess explain valuation considerations for independent trust companies and why common rules of thumb don’t always work.

Mercer Capital provides wealth managers, RIAs, independent trust companies, and alternative asset managers with business valuation and financial advisory services related to corporate disputes, litigated matters, shareholder transactions, and financial reporting requirements. Mercer Capital also provides transaction advisory and consulting-related services.

A whitepaper outlining a few things RIAs need to know in order to have a successful succession.

We offer this whitepaper to explore the basic economics of contingent consideration and the role it plays in negotiating RIA transactions.

In this whitepaper we review the history of trust companies and how consolidation in the banking industry, changing consumer preferences, and favorable trust law changes have led to the proliferation of the independent trust companies. We analyze the average trust company’s income statement and industry-wide trends, such as trust companies’ relative immunity to fee pressure. We consider valuation “rules-of-thumb,” and why they often fail to address the issues specific to a given firm.