Mercer Capital is a Gold Sponsor at the 2021 Family Business Legacy & Wealth Conference. This will be a virtual event on September 22-24, 2021 in which two of Mercer Capital’s professionals are on the agenda to speak.
Senior Vice President Travis Harms, CFA, CPA/ABV and Senior Financial Analyst Atticus Frank, CFA will discuss What Family Business Owners Need to Know About Valuation in a session on September 23rd.
In addition, Harms will present the results of the Dividend Policies and Strategies study. This study was conducted by Family Business Magazine in partnership with Mercer Capital to provide participants insight on the perspective of how family businesses make dividend decisions.
Harms leads Mercer Capital’s Family Business Advisory Services Group. His practice focuses on providing financial education, valuation, and other strategic financial consulting to multi-generational family businesses. Harms authored The 12 Questions That Keep Family Business Directors Awake at Night, and is a regular contributor to Mercer Capital’s Family Business Director blog.
Frank is a member of Mercer Capital’s Family Business Advisory Services Group. He provides financial education, valuation, and other strategic financial consulting to multi-generation family businesses. Additionally, he is a regular contributor to Mercer Capital’s Family Business Director blog.
