Family Business Advisory Services

March 28, 2019

Mercer Capital Attending and Sponsoring the 2019 Transitions Spring Conference

Mercer Capital will be attending and is sponsoring the 2019 Transitions Spring Conference in Tampa Bay, Florida (April 3-5).

Attendance at this conference is strictly limited to owners, shareholders, family members, in-laws, and executives of 75 family businesses/enterprises. The conference is designed to facilitate conversation on important family issues among various generations. The common thread among all attendees is a desire to see their family enterprise grow successfully through generational transitions.

Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending the conference.

If you will also be attending, please let us know!

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The Third Appraiser Isn’t There to Split the Difference
The Third Appraiser Isn’t There to Split the Difference
For many family businesses, valuation is treated as a one-time event rather than an ongoing tool. When viewed only at moments of necessity, valuation can create surprises, tension, and misalignment. Directors who treat valuation as a continuous process, however, use it to support better governance, promoting clear communication and more informed decision-making over time.
Being Ready for an Unsolicited Offer
Being Ready for an Unsolicited Offer
Preparedness is often mistaken for “getting ready to sell.” In reality, it is a governance discipline, one that gives families clarity about what the business means to them, how decisions will be made under pressure, and whether opportunities will be evaluated thoughtfully rather than reactively.
Valuation Is a Process, Not an Event
Valuation Is a Process, Not an Event
For many family businesses, valuation is treated as a one-time event rather than an ongoing tool. When viewed only at moments of necessity, valuation can create surprises, tension, and misalignment. Directors who treat valuation as a continuous process, however, use it to support better governance, promoting clear communication and more informed decision-making over time.

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