Family Business Advisory Services

March 28, 2019

Mercer Capital Attending and Sponsoring the 2019 Transitions Spring Conference

Mercer Capital will be attending and is sponsoring the 2019 Transitions Spring Conference in Tampa Bay, Florida (April 3-5).

Attendance at this conference is strictly limited to owners, shareholders, family members, in-laws, and executives of 75 family businesses/enterprises. The conference is designed to facilitate conversation on important family issues among various generations. The common thread among all attendees is a desire to see their family enterprise grow successfully through generational transitions.

Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending the conference.

If you will also be attending, please let us know!

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Mercer Capital Sponsoring and Speaking at the 5th Annual It’s All Relative Family Business Symposium
Mercer Capital Sponsoring and Speaking at the 5th Annual It’s All Relative Family Business Symposium
Mercer Capital is pleased to sponsor the 5th annual It’s All Relative Family Business Symposium, hosted by the Ole Miss Center for Innovation and Entrepreneurship. The 2026 program will focus on governance and boards, with sessions designed to help family business leaders think more strategically about structure, stewardship, and long-term continuity.The Symposium takes place September 15-16, 2026, in Flowood, Mississippi. Travis Harms, Tripp Crews, and Zac Lange will represent the firm at the Symposium.In addition, Travis Harms and Tripp Crews are also leading the Tuesday afternoon session on “Dividend and Redemption Policies,” which explores how family businesses can balance shareholder liquidity needs with the capital required to support the long-term health of the business.Travis Harms, CFA, CPA, ABV, is President of Mercer Capital and leads the firm’s Family Business Advisory Services Group. He focuses on financial education, valuation, and strategic financial consulting for multigenerational family businesses.Tripp Crews, ABV, is a Vice President with Mercer Capital and serves on the firm’s Transaction Advisory Services team, the Agribusiness Industry team, and the Family Business Advisory Services Group. He works on valuation and transaction-related matters for closely held businesses and family enterprises, with particular experience in agribusiness and ownership transition issues.Zac Lange, CPA, ABV, is a Vice President with Mercer Capital and serves on the firm’s Family Business Advisory Services Group. He focuses on supporting family businesses and litigants with valuation, financial analysis, and dispute-related matters, including corporate planning and reorganizations, financial reporting, and fairness opinions.Mercer Capital regularly works with family business owners and advisors on valuation and strategic financial matters involving ownership, governance, succession, and long-term planning. The firm is proud to support programs that bring family business leaders together for practical discussion and shared learning.Mercer Capital looks forward to connecting with attendees in Flowood and participating in this year’s Symposium. To learn more about the symposium, visit the event's website: https://olemisscie.com/family-business-26/
When Was the Last Time Anyone Read the Buy-Sell Agreement?
When Was the Last Time Anyone Read the Buy-Sell Agreement?

You Asked. We Answer.

Periodic review of a family business’s buy-sell agreement can reveal whether its valuation, liquidity, and transfer provisions still align with current shareholder expectations and financial realities. Testing the agreement through a hypothetical triggering event can help identify potential conflicts before they become costly disputes.
What Happens If the Formula in Our Buy-Sell Agreement Is Wrong?
What Happens If the Formula in Our Buy-Sell Agreement Is Wrong?

You Asked. We Answer.

Buy-sell agreement formulas can become outdated as a family business evolves, potentially producing values that no longer align with shareholder expectations. Regularly testing the formula against a current valuation can help identify problems before a triggering event occurs.

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