Kathryn Burke

CPA, ABV

Senior Financial Analyst

Kathryn Burke is a senior financial analyst with Mercer Capital. Kathryn has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, mergers and acquisitions, and estate and gift tax planning and compliance matters.

She also has forensics and litigation support experience for marital dissolution, economic damages, shareholder disputes, and general litigation. This includes experience in a wide range of industries.

Prior to joining Mercer Capital, Kathryn was a Senior Consultant at FORVIS, LLP in their Forensics and Valuation Services practice. She also contributes to the Family Law Valuation and Forensic Insights newsletter.

Professional Designations

  • Certified Public Accountant (Texas State Board of Accountancy)

  • Accredited in Business Valuation (The American Institute of Certified Public Accountants)

Education

  • University of Texas, San Antonio, Texas (M.A., Accounting, 2021)

  • University of Texas, San Antonio, Texas (B.B.A., Accounting, 2020)

Authored Content

Digital Assets and Divorce
Digital Assets and Divorce
The rapid rise of digital assets over the last several years has introduced new considerations and investigative needs for forensic accountants and family law practitioners. Once considered a niche investment vehicle, digital assets have become an increasingly common component of marital estates. Today, we must consider a broad range of digital assets, including cryptocurrencies, non-fungible tokens (“NFTs”), assets held in digital wallets, decentralized finance (“DeFi”) accounts, token-based compensation, and other blockchain-based holdings.
New Resource Available: Business Valuation 101
New Resource Available: Business Valuation 101
In our newest booklet, Mercer Capital provides a framework of business valuation. Valuation is both an art and a science requiring technical knowledge and experience, informed judgment, and a clear understanding of the context in which an opinion of value will be applied. Whether for marital dissolution, shareholder dispute, estate planning, or transaction advisory, the valuation of a privately held business or business interest demands careful consideration of purpose, standard of value, premise of value, and facts and circumstances unique to the engagement and other factors.
Understanding the Company Specific Risk Premium A Component of the Discount Rate
Understanding the Company Specific Risk Premium – A Component of the Discount Rate
When valuing a business using the income approach, one of the most significant inputs is the discount rate, which is used to discount future cash flows to present value. In this piece, we focus on one of the components of the discount rate: the company specific risk premium (“CSRP”).
Business Valuation 101
BOOKLET | Business Valuation 101
This guide is designed to provide readers with a foundational understanding of key valuation concepts, definitions, and methodologies.