The conference is sponsored by Family Business Magazine and is the only conference created for families, by families. 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.
Additionally, Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending and speaking at the conference. Travis’ breakout session, “Should You Diversify Your Family Business?” which will be held on Wednesday, March 24th, will provide an overview of what’s involved in diversifying a family business and the best way to calculate whether it’s the right move for the business.
Travis’ practice focuses on providing financial education, valuation, and other strategic financial consulting to multi-generation family businesses. The Family Business Advisory Services group helps family shareholder, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Travis is the author of the book The 12 Questions That Keep Family Business Directors Awake at Night and is a regular contributor to Mercer Capital’s blog, Family Business Director.