About Us
Mercer Capital provides valuation, financial education, and other strategic financial consulting services to family businesses. We help family ownership groups, directors, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. We have had the privilege of working with successful family and closely held businesses for the past 40 years. Given our experience, we are convinced that an effective board of directors and an engaged shareholder base are essential for the long-term health and success of a family business. Yet, equipping family business directors and cultivating an engaged shareholder base are often difficult. We can help.
Services Provided
Customized Board Advisory Services
Management Consulting
Independent Valuation Opinions
Transaction Advisory Services
Confidential Shareholder Surveys
Benchmarking / Business Intelligence
Shareholder Engagement
Shareholder Communication Support
The group also publishes weekly content about corporate finance & planning insights for multi-generational family businesses in the blog, Family Business Director.
Family Business Advisory Services Team
Contact : 901.322.9760 | Email
Travis W. Harms, CFA, CPA/ABV
Leader of the Family Business Advisory Services Team
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.
He is a frequent speaker on valuation and related topics to audiences of business owners, financial executives, auditors, and valuations specialists at professional conferences and other events across the U.S. In addition, Travis performs valuations used for tax compliance, ESOP compliance, and other purposes for clients in a wide range of industries.
Travis is the author of the book The 12 Questions That Keep Family Business Directors Awake at Night and co-author of Business Valuation: An Integrated Theory, Third Edition, with Z. Christopher Mercer, FASA, CFA, ABAR.
Family Business Director Blog
Mercer Capital’s Family Business Director blog provides weekly updates on corporate finance and planning insights to multi-generational family business directors.
Click the link below to check out the blog and subscribe.