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Unlocking Private Company Wealth

 Unlocking Private Company Wealth
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Intermediate
Prerequisites: Some M&A transaction experience involving corporate acquisitions and/or divestitures.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Management Advisory Services
Item Number: 15PMASD1117A
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Presented by Z. Christopher Mercer, ASA, CFA, ABAR, founder and CEO of Mercer Capital, Mr. Mercer will introduce the idea of managing wealth in private companies with the same intensity, integrity, and focus that is applied to liquid asset portfolios, profit sharing, and other retirement plans, etc. "In this talk, I start off by comparing a business owner's (or consultant's) current status quo, with his or her business end game, which must prepare us for the rest of our lives. The time between the current status quo and the business end game is 'interim time,' which passes inexorably. It is what we do in interim time, the decisions we make and implement, that determine the success of our business end games," states Mercer.

Learning Objectives

After completing this webinar, attendees will be able to:

- Recognize the concept of the One Percent Solution and how that applies to the wealth management of their private company owner clients
- Utilize the tools for managing private company wealth, including dividend policy, leveraged share repurchases, ESOPs, minority interest private equity investments, among others

Who Should Attend

Financial professionals


Z. Christopher Mercer, ASA, CFA, ABAR
Mr. Z. Christopher Mercer is the founder and chief executive officer of Mercer Capital.

Mr. Mercer began his valuation career in the late 1970s. He has prepared, overseen, or contributed to more than a thousand valuations for purposes related to M&A, litigation, and tax, among others.
In addition, he has served on the boards of directors of several private companies and one public company.

Mr. Mercer has extensive experience in litigation engagements including statutory fair value cases and business damages and lost profits. He is also an expert in buy-sell agreement disputes.

Designations held include Accredited Senior Appraiser (ASA) from the American Society of Appraisers, Chartered Financial Analyst (CFA) from the CFA Institute, and Accredited in Business Appraisal Review (ABAR) from the Institute of Business Appraisers.

In 2011, Mr. Mercer was appointed to the International Valuation Professional Board of the International Valuation Standards Committee (IVSC). The role of the International Valuation Professional Board is to promote the development of the valuation profession globally. Prior to this appointment, Mr. Mercer served as the Chairman of the Standards Committee of the American Society of Appraisers.

Mr. Mercer is a prolific author on valuation-related topics and a frequent speaker on business valuation issues for national professional associations and other business and professional groups.