Mercer Capital provides financial education services to family businesses. We help family ownership groups, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. We do so by helping boards and management teams explain strategic financial decisions to shareholders and by helping shareholders communicate preferences to boards and management teams.

We have had the privilege of working with successful family and closely held businesses for the past 35 years. Given our experience, we are convinced that an engaged and informed shareholder base is essential for the long-term health and success of a family or closely held business. Yet, cultivating an engaged and informed shareholder base is often difficult. We can help.

Mercer Capital provides financial education for family businesses. We help family ownership groups, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. We do so by helping boards and management teams explain strategic financial decisions to shareholders, and by helping shareholders communicate preferences to boards and management teams. We assist companies like yours using the following tools:

  • Developing and presenting shareholder education curriculum
  • Designing and administering confidential shareholder surveys
  • Customizing financial scorecards for the business
  • Developing sustainable investor relations programs

If your firm struggles with communicating with shareholders, let us help.

We provide unbiased guidance regarding:

  • General Corporate Finance
  • Capital Structure
  • Capital Budgeting
  • Distribution Policy

Contact us to discuss you needs in confidence.

 


 

Our non-technical whitepaper series illustrate how we present critical financial topics for shareholders and directors whose personal and professional expertise lies in areas other than corporate finance.

  • Corporate Finance in 30 Minutes
    • In this whitepaper, we distill the fundamental principles of corporate finance into an accessible and non-technical primer.
  • Capital Structure in 30 Minutes
    • Through this whitepaper, we equip directors and shareholders with the knowledge to contribute to capital structure decisions that promote the financial health and sustainability of their companies.
  • Capital Budgeting in 30 Minutes
    • Capital Budgeting in 30 Minutes assists directors and shareholders evaluate proposed capital projects and contribute to capital budgeting decisions that enhance value.
  • Distribution Policy in 30 Minutes
    • Of the three primary corporate finance decisions, distribution policy is the most transparent to shareholders. This whitepaper helps directors formulate and communicate a distribution policy that contributes to shareholder wealth and satisfaction.