The Four Meanings of Family Business

>>Click here to download the slide deck<<

Additional Resources

• Mercer Capital's Family Business Director Blog

• Mercer Capital's Family Business Advisory Services

• How Stable Is Your Family Business Stool?

• Family Business Purpose and Transactions

• What Does Your Family Business Mean to Your Family?

• Tailoring Financial Decisions to the Meaning of Your Family Business

• Define Your Values: Aligning Your Family Goals with Business Objectives

Speaker

Travis W. Harms, CFA, CPA/ABV

Travis W. Harms leads Mercer Capital’s Family Business Advisory Services Group. Travis’s practice focuses on providing financial education, valuation, and other strategic financial consulting to multi-generation family businesses. The Family Business Advisory Services Group helps family shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Additionally, Travis is a regular contributor to Mercer Capital’s blog, Family Business Director.