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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Benchmarking Without Context Is Worse Than No Benchmarking
Benchmarking Without Context Is Worse Than No Benchmarking
Benchmarking without understanding context can lead to importing someone else’s priorities into your boardroom. And in family enterprises, priorities are rarely generic. Used carefully, benchmarking illuminates. Used mechanically, it distracts. The difference lies not in the data, but in the discipline applied to it.
When an Old Valuation Becomes a Liability
When an Old Valuation Becomes a Liability
An outdated valuation can create more risk than no valuation at all when it is quietly relied upon in governance decisions. Family businesses that treat valuation as a living discipline, rather than a fixed conclusion, reduce the risk of conflict and misalignment over time.
Operating Risk vs. Financial Risk: Which Matters More Right Now?
Operating Risk vs. Financial Risk: Which Matters More Right Now?
Financial risk may be easier to measure, but operating risk often determines how resilient a family business truly is. The critical issue for boards is whether the company’s capital structure aligns with the volatility and realities of its operating model.

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