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 Should We Tell Shareholders When Results Are Strong, but the Dividend Is Not Increasing?
What Should We Tell Shareholders When Results Are Strong, But the Dividend Is Not Increasing?

You Asked. We Answer.

Strong business results do not always support a higher dividend when cash is needed for investment, debt reduction, working capital, or financial reserves. Directors can build shareholder confidence by clearly explaining how retained cash supports strategy and aligns with a consistent dividend policy.
Why Can the Same Business Have Different Values?
Why Can the Same Business Have Different Values?

You Asked. We Answer.

Business valuation is driven by future cash flow, growth, risk, and the specific purpose of the valuation, not by a single universal formula. Understanding why a valuation is being performed helps directors and shareholders interpret differing conclusions with greater confidence.
Should We Borrow Money If We Don’t Have To?
Should We Borrow Money If We Don’t Have To?

You Asked. We Answer.

Thoughtful borrowing can strengthen a family business when it aligns with strategy, preserves financial flexibility, and supports long-term shareholder value. Directors should evaluate debt as a governance decision rather than assuming a debt-free balance sheet is always the most prudent choice.

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