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The 2020 Benchmarking Guide for Family Business Directors

Family business directors need the best information available when making strategic financial decisions that will help set the course of their business for years to come. This Benchmarking Guide is the resource directors need. Going beyond the basics of revenue growth, profit margins, and balance sheet composition data, this Benchmarking Guide equips family business directors with the information needed to make informed decisions regarding capital budgeting, capital structure, and dividend policy. Market data is transformed into meaningful information in this Benchmarking Guide for family business directors and their advisors. Also provided are questions and insights to help guide directors in their deliberations on these important decisions.
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Whitepaper
Understand the Value of Your Auto Dealership
In this whitepaper, we break down the value drivers of a dealership, discuss when you might need a formal valuation, introduce the valuation methodologies used by professional business appraisers, and go into some depth about topics such as dealer financial statements and normalizing adjustments to the balance sheet and income statement.
Blog
Auto Dealer Valuation Insights
Mercer Capital's Auto Dealer Valuation Insights blog is a weekly update on issues important to the Auto Dealer industry.
Blog
Energy Valuation Insights
Mercer Capital's Energy Valuation Insights blog is a weekly update on issues important to the Energy industry.
Blog
Family Business Director
Mercer Capital's Family Business Director blog provides corporate finance and planning insights to multi-generational family businesses directors.
Blog
RIA Valuation Insights
Mercer Capital's RIA Valuation Insights blog is a weekly update on issues important to the Investment Management industry.
Article
Does Your Bank Need an Interim Impairment Test Due to the Economic Impact of COVID-19?
Goodwill impairment testing is typically performed annually. But the unprecedented events precipitated by the COVID-19 pandemic now raise questions whether an interim goodwill impairment test is warranted. In this article, we discuss if your bank might need an interim impairment test and describe how an impairment test works.
Article- AICPA.org
Coronavirus and the Value of Minority Interests in Private Businesses
As the coronavirus pandemic unfolds, valuation analysts face the challenge of completing valuation engagements in real-time against a constantly changing economic backdrop. In this article, we review what valuation analysts can know, can’t know, and don’t need to know when developing valuation conclusions for minority interests in private businesses in 2020.
Blog Post
Opportunity Times Two? Estate Planning Opportunities Abound as a Result of Low Valuations and Low Interest Rates
While estate planning may appear to be less pressing than other issues during the COVID-19 pandemic, the positive impact of effective planning on the long-term health of both the family and the family business is hard to overstate. If you are confident in the long-term resilience of your family business, you should not miss the current opportunity for tax-efficient estate planning activity.
Article
Always Cash Flow and Earning Power
This article, reprinted from our Private Equity newsletter, discusses how to value private equity and credit in a developing recession that may be very deep and of an unknown duration.
Blog Post
Looking Back to Look Forward
We are not economic forecasters, so we are not attempting to make any predictions about the coronavirus or its economic effects. However, in an effort to provide some context for ourselves and our readers, we go back and examine some data from the Great Recession.
Article- Family Business Magazine
Now is a Great Time to Transfer Stock to Heirs
The economic effects of the COVID-19 pandemic are dire, and family businesses are not immune to the economic fallout from the virus. Yet we are confident that family businesses are best positioned to survive and lead in the post-pandemic economic recovery. For family shareholders who are optimistic about the resilience of their family businesses and focused on the long view, this is an ideal time to execute intrafamily transfers in pursuit of estate planning objectives.

Recent News

June 11, 2020
Mercer and Calhoun to Present at NACVA’s 2020 Super Conference
Two Mercer Capital professionals will be speaking at the upcoming Business Valuation and Financial Litigation Virtual Super Conference. This conference takes place on June 18-20, 2020, and is hosted by the National Association of Certified Valuators and Analysts (NACVA).
May 26, 2020
Harms Contributes Article for the May/June 2020 Issue of Family Business Magazine
May 21, 2020
Bryce Erickson to Participate in a Texas Bar Association Webcast
April 27, 2020
Lee Contributes to New NCEO Publication for ESOP Fiduciaries