Consulting Services

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.


The 12 Questions That Keep Family Business Directors Awake at Night

The 12 Questions That Keep Family Business Directors Awake at Night identifies the issues we see our family business clients struggle with such as dividend policy, shareholder liquidity, evaluating acquisition offers, and promoting shareholder engagement, offers our perspective, and suggests possible next steps for family business directors to consider. Our hope is that the book helps stimulate strategic conversations.


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