Mercer Capital is proud to be a Bronze Sponsor of Family Business Magazine’s 2023 Transitions Spring conference. This event will be held April 19-21, 2023, at The Vinoy Rennaissance in St. Petersburg, Florida. Mercer Capital’s Travis W. Harms, CFA, CPA/ABV and Nicholas J. Heinz, ASA are attending.
Travis Harms will be facilitating the session, “How To Be a Good Owner,” on April 20, 2023, from 10:30 – 11:30 EST. It will cover how being a good owner is about more than cashing dividend checks and will explore the attributes of informed and engaged family shareholders who support thriving and sustainable family businesses.
Travis is the President of Mercer Capital and leads the Family Business Advisory Services Group. His 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 shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Additionally, Travis is a regular contributor to Mercer Capital’s blog, Family Business Director.
Nick is a senior vice president at Mercer Capital and leads the Transaction Advisory Group. He has provided transaction-related consulting services to numerous clients on both the sell-side and buy-side of transactions. Such consulting has included the delivery of transaction opinions, such as fairness opinions and solvency opinions, and strategic advisory related to transaction pricing and execution.
