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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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.
What a Sushi Chain Can Teach Family Businesses About Shareholder Surveys
What a Sushi Chain Can Teach Family Businesses About Shareholder Surveys
What if boards took a more disciplined approach to listening?
What Buy-Sell Agreements Reveal About Shareholder Priorities
What Buy-Sell Agreements Reveal About Shareholder Priorities
Buy-sell agreements in family businesses do more than govern ownership transitions. They reflect shareholder priorities around liquidity, control, and fairness, often based on assumptions that may no longer apply. When those priorities change but the agreement does not, even ordinary events can create friction. For directors, revisiting these agreements is a matter of alignment, not flaw-finding.

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