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 Capital Ladder: Where Will the Next Dollar Come From?
The Capital Ladder: Where Will the Next Dollar Come From?
Family business directors benefit from viewing financing options as a capital ladder, with each rung offering different tradeoffs related to cost, flexibility, control, and governance. Regularly evaluating available capital sources helps businesses remain prepared as market conditions and shareholder circumstances evolve.
Why Do Shareholders Keep Asking About Dividends?
Why Do Shareholders Keep Asking About Dividends?

You Asked. We Answer.

Dividend discussions in family businesses often reflect broader concerns about communication, ownership value, and shareholder alignment. A well-defined dividend policy helps directors balance competing priorities while reinforcing trust and long-term sustainability.
A Mid-Year Check-In for Family Business Directors
A Mid-Year Check-In for Family Business Directors
Family business directors should use the mid-year point to reassess whether growth plans still fit the company’s financial capacity and shareholder goals. This blog emphasizes that successful acquisitions depend on strategic fit, organizational readiness, and disciplined advisory support.

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