Travis W. Harms, CFA, CPA/ABV


Travis W. Harms serves as the President of Mercer Capital and leads Mercer Capital’s Family Business Advisory Services Group.

Travis’s 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.

He is a frequent speaker on valuation and related topics to audiences of business owners, financial executives, auditors, and valuations specialists at professional conferences and other events across the U.S. In addition, Travis performs valuations used for tax compliance, ESOP compliance, and other purposes for clients in a wide range of industries.

Travis is a member of The Appraisal Foundation’s working group to address best practices for control premiums.

Travis is the author of the book The 12 Questions That Keep Family Business Directors Awake at Night and co-author of Business Valuation: An Integrated Theory, Third Edition, with Z. Christopher Mercer, FASA, CFA, ABAR.

Professional Activities

  • The CFA Institute
  • The American Institute of Certified Public Accountants
  • The Appraisal Issues Task Force

Professional Designations

  • Chartered Financial Analyst (The CFA Institute)
  • Certified Public Accountant/Accredited in Business Valuation (The AICPA)


  • Saint Louis University, St. Louis, Missouri (M.A., 1999)
  • Quincy University, Quincy, Illinois (B.A., 1998)