Five Reasons to Conduct a Shareholder Survey

>>Click here to download the slide deck<<

Additional Resources

• Should You Conduct a Shareholder Survey?

• What Should Your Family Shareholders Know?

• How to Constructively Engage with a Dissatisfied Family Shareholder

• Mercer Capital’s Family Business Director Blog

• Mercer Capital’s Family Business Advisory Services

• Value Matters™ Newsletter

Speaker

Atticus L. Frank, CFA, ABV

Atticus Frank is a vice president with Mercer Capital. Atticus has valuation experience across a broad range of engagements, including for estate and gift tax planning and compliance, transaction advisory services, and litigation support. As a member of Mercer Capital’s Family Business Advisory Services Group, Atticus provides financial education, valuation, and other strategic financial consulting to multi-generation family businesses. Atticus is a regular contributor to Mercer Capital’s blog, Family Business Director.