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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What If Some Shareholders Want Liquidity and Others Want to Stay Invested?
What If Some Shareholders Want Liquidity and Others Want to Stay Invested?
Balancing shareholder liquidity preferences is one of the most challenging responsibilities facing family business directors. A structured approach to understanding shareholder needs, evaluating capital allocation tradeoffs, and implementing a thoughtful redemption framework can strengthen both the business and family relationships.
Is There Such a Thing as Too Much Cash in the Business?
Is There Such a Thing as Too Much Cash in the Business?

You Asked. We Answer.

Strong cash balances can be a strategic advantage, but only when they are tied to a clear purpose and reviewed regularly. The post argues that directors should treat excess cash as an active capital-allocation decision, not a passive default.
Are We Reinvesting for Growth — or Just Saying We Are?
Are We Reinvesting for Growth — or Just Saying We Are?

You Asked. We Answer.

Retaining earnings should be viewed as a capital allocation decision rather than an objective in itself. Directors and shareholders benefit when retained capital is tied to clear strategic initiatives, measurable returns, and transparent communication about expected outcomes.

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