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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How Buy-Sell Disputes Actually Start (and How to Prevent Them)
How Buy-Sell Disputes Actually Start (and How to Prevent Them)
Buy-sell disputes often stem from outdated agreements, unclear valuation terms, and misaligned funding assumptions rather than the triggering event itself. Regular updates, clear processes, and proactive shareholder engagement help reduce conflict and ensure smoother ownership transitions.
Shifting the Odds: Vision, Communication, and Shareholder Alignment
Shifting the Odds: Vision, Communication, and Shareholder Alignment
Family business directors can influence outcomes by aligning shareholder expectations and communicating risk effectively. Clear vision and consistent engagement help strengthen resilience and long-term sustainability.
Dividend Policy Is a Communication Tool
Dividend Policy Is a Communication Tool
Dividend policy in family businesses serves as both a financial decision and a communication tool that signals priorities and strategy. Clear, well-defined policies help align shareholder expectations and reduce misinterpretation.

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