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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Does Your Family Business Have the Right Mix of Cash and Debt?
Does Your Family Business Have the Right Mix of Cash and Debt?
Family business directors should evaluate cash and debt together, balancing liquidity needs, borrowing capacity, financial risk, and strategic flexibility. Board-approved ranges and downside stress testing can provide a disciplined framework for capital allocation decisions.
What Family Businesses Can Learn from the Hyperscalers’ $182 Billion Bet
What Family Businesses Can Learn from the Hyperscalers’ $182 Billion Bet
The extraordinary capital spending of major technology companies offers family business directors a useful framework for evaluating strategy, financing, risk, and expected returns. Effective capital allocation requires aligning investment decisions with long-term objectives while considering their broader effects on financial resilience and shareholder value.
How Should Family Business Directors Use Benchmarking Data?
How Should Family Business Directors Use Benchmarking Data?
Family business directors can use benchmarking data more effectively by pairing a focused set of performance measures with relevant peer comparisons. Consistent review over time helps boards identify meaningful trends, understand performance gaps, and assess whether results align with company strategy and shareholder priorities.

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