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 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.
Why Are Shareholders Surprised by Board Decisions?
Why Are Shareholders Surprised by Board Decisions?

You Asked. We Answer.

Clear communication and sustained shareholder education can help family business owners understand the trade-offs behind board decisions. Giving shareholders greater context can reduce surprises, improve strategic discussions, and strengthen governance.
Are We Measuring the Right Things?
Are We Measuring the Right Things?

You Asked. We Answer.

Revenue and EBITDA alone cannot show whether a family business is creating sustainable shareholder value. Directors need a focused scorecard that connects operating performance with cash generation, capital efficiency, risk, and relevant peer benchmarks.

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