Category

Special Topics

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April 15, 2019

Family Business Industry Spotlight: Beverage Wholesalers

This week’s post is the first in a periodic series of “Family Business Industry Spotlights.”  In these posts, we will share conversations with our family business advisory professionals who have deep experience working with family businesses in a particular industry.  We think the conversations promise to be of interest to family business directors regardless of their industry.  This week, we talk with Tim Lee about the challenges and industry trends facing families in the beverage wholesaling industry.

March 28, 2019

Mercer Capital Attending and Sponsoring the 2019 Transitions Spring Conference

The 2019 Transitions Spring Conference will be held next week, April 3-5, in Tampa Bay, Florida. Travis Harms, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending the conference.

March 18, 2019

Q&A: Five Questions with Dan Hatzenbuehler

From time to time, Family Business Director will interview family business leaders or experienced advisors to get their perspective on important questions common to family businesses.  In this first installment, we talk with Dan Hatzenbuehler, the retired Chairman and CEO of E. Ritter & Company.  Dan offers great insight that we know our readers will profit from.

January 2, 2019

Five Questions Family Business Directors Should Think About as 2019 Begins

The new year provides a natural opportunity for family business directors to think about the current condition of their family business and ponder what the future might hold.  In this first post of 2019, we identify a handful of questions that family business directors would do well to think about.

September 24, 2018 Capital Budgeting Capital Structure Dividend Policy M&A Performance Measurement Shareholder Engagement Shareholder Liquidity Taxes Valuation

Launching the Family Business Director Blog

Corporate Finance & Planning Insights for Multi-Generational Family Businesses

This is the inaugural post for our Family Business Director blog.  By way of introduction, we thought we would anticipate a few questions that you might have.