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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Why Shareholders Feel Trapped (and What Directors Can Do About It)
Why Shareholders Feel Trapped (and What Directors Can Do About It)
This post explores how unclear liquidity pathways can create tension among family business shareholders. It emphasizes the need for structured, transparent liquidity strategies aligned with evolving shareholder needs.
Pro Forma Promotes Relevance
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Pro forma financials refine historical results to better reflect a business’s true economic performance. When applied with discipline, they improve decision-making and valuation by enhancing relevance for investors and stakeholders.
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Capital Structure as a Reflection of Family Priorities
Capital structure decisions in family businesses reveal deeper priorities around risk, liquidity, and long-term vision. Aligning financial strategy with evolving family goals helps maintain clarity, cohesion, and strategic flexibility.

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