FAMILY BUSINESS ADVISORY SERVICES

Mercer Capital provides financial education services and other strategic financial consulting to family businesses.

We help family ownership groups, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business.

We also help family business boards and management teams explain strategic financial decisions to shareholders and help shareholders communicate preferences to boards and management teams.

We have had the privilege of working with successful family and closely held businesses for the past 35 years. Given our experience, we are convinced that an engaged and informed shareholder base is essential for the long-term health and success of a family or closely held business. Yet, cultivating an engaged and informed shareholder base is often difficult. We can help.

WEBCAST RECORDING

Estate Planning Opportunities in the Current Environment

In this webcast, Travis W. Harms of Mercer Capital and Brook H. Lester of Diversified Trust share their insights with family business directors and their advisors.

As family business leaders tackle the many operating challenges thrust upon them by the COVID-19 pandemic, it is tempting to let tasks like estate planning fall to the bottom of the to-do list. While estate planning may appear to be less pressing than other issues, the positive impact of effective planning on the long-term health of both the family and the family business is hard to overstate.

If your family business is overdue for some ownership transitions, you should not miss the current opportunity for tax-efficient estate planning transfers.

NEW BENCHMARKING GUIDE

The 2020 Benchmarking Guide for Family Business Directors

Family business directors need the best information available when making strategic financial decisions that will help set the course of their business for years to come. This Benchmarking Guide is the resource directors need.

Going beyond the basics of revenue growth, profit margins, and balance sheet composition data, this Benchmarking Guide equips family business directors with the information needed to make informed decisions regarding capital budgeting, capital structure, and dividend policy.

Market data is transformed into meaningful information in this Benchmarking Guide for family business directors and their advisors. Also provided are questions and insights to help guide directors in their deliberations on these important decisions.

Services

Customized Board Advisory Services

We work with you to frame the decision to promote better outcomes, and help you formulate the relevant questions that need to be addressed and answered during board deliberations concerning your dividend policy, capital allocation, and capital structure decisions.

Management Consulting

We work with family business management teams to assess hurdle rates, develop sustainable capital budgeting processes, and evaluate potential acquisitions & divestitures.

Independent Valuation Opinions

We provide independent, unbiased, and reliable valuation opinions for gift & estate tax planning, buy-sell agreements, and shareholder liquidity programs.

Transaction Advisory Services

When an attractive offer arises, we work with family business directors to respond to acquisition offers, evaluate strategic alternatives, provide fairness and solvency opinions, and manage the marketing and sale of family businesses.

Confidential Shareholder Surveys

By designing, administering, and summarizing the results of a confidential shareholder survey, we solicit relevant and timely shareholder feedback so you and your fellow directors can make fully-informed decisions in light of the preferences and risk tolerances of your family shareholders.

Benchmarking / Business Intelligence

We turn available financial data from publicly traded peers and other sources into relevant information that helps you and your fellow directors make better corporate finance decisions.

Shareholder Engagement

If your family business is to function as a source of unity rather than division, your family shareholders need to be positively engaged with the business. We develop and provide customized financial education for your family shareholders and  present on a wide variety of topics.

Shareholder Communication Support

Poor communication is the most common cause of family shareholder angst. We help family business directors identify the appropriate frequency, format, and content of financial reporting to shareholders to preserve family harmony.

Research and Resources

Professionals

Estate Planning Opportunities in the Current Environment

As family business leaders tackle the many operating challenges thrust upon them by the COVID-19 pandemic, it is tempting to let tasks like estate planning fall to the bottom of the to-do list. While estate planning may appear to be less pressing than other issues, the positive impact of effective planning on the long-term health of both the family and the family business is hard to overstate. If your family business is overdue for some ownership transitions, you should not miss the current opportunity for tax-efficient estate planning transfers.