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!

Continue Reading

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.
Family Business Director Blog
Read Now
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Buy-sell agreement formulas can become outdated as a family business evolves, potentially producing values that no longer align with shareholder expectations.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.
Family Business Director Blog
Read Now
What Questions Should Every Family Business Director Be Asking Before Year-End?
What Questions Should Every Family Business Director Be Asking Before Year-End?

You Asked. We Answer.

Family business directors can use year-end planning to reassess performance measures, capital allocation, shareholder alignment, and unresolved governance issues. Asking better questions can help boards enter the coming year with clearer priorities and a stronger decision-making framework.
Family Business Director Blog
Read Now

Cart

Your cart is empty