Travis W. Harms CFA, CPA, ABV
Senior Vice President, Mercer Capital
Travis W. Harms leads Mercer Capital's Family Business Advisory Services Group. Travis's practice focuses on providing financial education, valuation, and other strategic financial consulting to multi-generation family businesses. Travis is a regular contributor to Mercer Capital's blog, Family Business Director.
Appearances
Identification8DateNovember 7, 2010CSpeakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalMark L. Zyla, CPA, ABV, CFFManaging Director, Zyla Valuation Advisors, LLC
Identification49DateNovember 12, 2012Things we can be sure of: clients always tell the whole truth and nothing but the truth, they never look at theirSpeaker
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital
Identification39DateNovember 11, 2013The popular “Hardball With Hitchner” is back for an eighth year and will open with something new! The panelistsSpeakers
Linda B. Trugman, CPA/ABV, MCBA, ASA, MBAVice President, Trugman Valuation Associates, Inc.Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalJames R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation AdvisorsHarold G. Martin Jr., CPA/ABV/CFF, ASA, CFEPartner, Keiter
Identification210DateNovember 12, 2013The qualitative option for impairment testing codifies a significant shift in the FASB’s approach to accounting forSpeakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalTravis N. Chamberlain, CPA, ABVPrincipal, Clifton Larsen Allen
Identification210DateNovember 12, 2013The qualitative option for impairment testing codifies a significant shift in the FASB’s approach to accounting for goodwill and indefinite-lived intangibles. The rules of the game are changing, with implications for both clients and fair value specialists…Speakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalTravis N. Chamberlain, CPA, ABVPrincipal, Clifton Larsen Allen
Identification39DateNovember 11, 2013The popular “Hardball With Hitchner” is back for an eighth year and will open with something new! The panelists will discuss easy-to-understand sanity checks in important areas including discount rates, growth rates, valuation multiples and excess earnings…Speakers
Linda B. Trugman, CPA/ABV, MCBA, ASA, MBAVice President, Trugman Valuation Associates, Inc.Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalJames R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation AdvisorsHarold G. Martin Jr., CPA/ABV/CFF, ASA, CFEPartner, Keiter
Identification40DateNovember 10, 2014If the present value of the subject company's expected future cash flows is a foundational measure of the value of a company, practitioners should be very deliberate in projecting those future cash flows…Speakers
Ronald D. DiMattia, CPA, ABV, CMAPresident, Corporate Value Partners, Inc.Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
Identification40DateNovember 10, 2014If the present value of the subject company's expected future cash flows is a foundational measure of the value of a company, practitioners should be very deliberate in projecting those future cash flows…Speakers
Ronald D. DiMattia, CPA, ABV, CMAPresident, Corporate Value Partners, Inc.Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital- Identification15DateJune 9, 2009
Speakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalBernard J. Pump, CPA, ABV, CFF, CIRA, CDBVPartner, Deloitte Financial Advisory Services - Identification8DateNovember 7, 2010C
Speakers
Mark L. Zyla, CPA, ABV, CFFManaging Director, Zyla Valuation Advisors, LLCTravis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital 
Identification34DateNovember 7, 2016Long a mainstay in the appraiser’s toolkit, estimating and supporting the control premium can take on particular urgency in goodwill impairment testing…Speakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalGary Roland, CPA, ABV, CFAManaging Director - Office of Professional Practice, Kroll$49Standard Price
Identification42DateNovember 7, 2016The Appraisal Foundation selected Contributory Asset Charges (“CACs”) as the subject for its first Valuation Advisory for financial reporting because it was a topic with a great diversity in practice. CACs are a critical component in the proper application of the MPEEM…Speakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalGary Roland, CPA, ABV, CFAManaging Director - Office of Professional Practice, Kroll$49Standard Price
IdentificationFVC1778DateNovember 15, 2017For many early-stage companies, traditional valuation metrics such as revenue and profit may not exist, and earnings projections can seem quite speculative. Yet, venture capital firms regularly value interests in such firms…Speaker
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
IdentificationFVC1844DateNovember 6, 2018As the complexity of financial instruments and business valuations continues to increase, Monte Carlo Simulation (MCS) is becoming a critical tool for valuation professionals, particularly in the financial reporting context…Speakers
Shaun Maloney, CPA, CGMA, ABV, CFF, CFADirector, EisnerAmper LLPTravis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
IdentificationFVC1860DateNovember 7, 2018The Income Approach is the most commonly used approach to value closely held operating companies. Two key components to the Income Approach are the discount rate and net cash flow…Speakers
Bethany M. Hearn, CPA, ABV, CFFPrincipal, CLATravis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
IdentificationFVC1935DateNovember 5, 2019What are the valuation equivalents to envy, gluttony, sloth, and the like? In this session, our speakers will identify and describe for participants the seven deadly sins of valuations…Speakers
James R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation AdvisorsTravis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital
IdentificationFVC1940DateNovember 5, 2019What are the valuation equivalents to envy, gluttony, sloth, and the like? In this session, our speakers will identify and describe for participants the seven deadly sins of valuations…Speakers
James R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation AdvisorsTravis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital
IdentificationFVC1948DateNovember 6, 2019While it is convenient to distinguish between the income and market approaches to value, one should be careful not to overstate the differences…Speaker
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital
IdentificationFVC2037DateNovember 10, 2020Return on Invested Capital, or ROIC, is a powerful tool for helping clients assess and improve their business performance. In this session, we will take a look under the hood of ROIC and learn what managers steps managers can take to become better stewards of capital…Speaker
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
IdentificationFVC2058DateNovember 11, 2020During 2020; amid the COVID Pandemic and economic uncertainty, the stock market saw wild swings in the market…Speakers
Lisa Cribben, CPA, ABV, ASA, CMAPartner, Valuation and Transaction Services, Hawkins Ash CPAsTravis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
IdentificationFVC2129DateNovember 9, 2021In this session we will explore how to properly use and interpret market multiples when performing valuations…Speaker
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer Capital$49Standard Price
IdentificationFVC2149DateNovember 10, 2021This session will examine the current state of affairs in the world of marketability discounts. We will survey the most commonly used techniques, trends in recent court decisions, and analyze the characteristics of a subject interest that influence the magnitude of the marketability discount…Speakers
Travis W. Harms, CFA, CPA, ABVSenior Vice President, Mercer CapitalChris Mercer, FASA, CFA, ABARChair, Mercer Capital$49Standard Price
