Mercer Capital's Value Matters™ addresses gift & estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business.
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Mercer Capital's Value Matters™ | Issue No. 2 2018
1. Value
Matters
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Issue No. 2, 2018
Business Valuation & Financial Advisory Services
Focus: Family Businesses
Directors of family businesses face a unique set of challenges: the
strategic and long-term decisions that fall to any corporate director are
overlaid with often complex family dynamics. Mercer Capital provides
financial education services and other strategic financial consulting to
family businesses. Given our experience of more than 35 years, we are
convinced that an engaged and informed shareholder base is essential
for the long-term health and success of a family or closely held business.
The articles featured here are excerpted from our new book, The 12
Questions That Keep Family Business Directors Awake at Night, and
blog, Family Business Director and are authored by our Family Business
Advisory Services team leader, Travis W. Harms, CFA, CPA/ABV. To learn
more, visit mer.cr/FBASvcs.
Articles in This Issue
• Dividend Policy and the Meaning of Life (Or, At Least, Your
Business)
• Dividend Reminders: Takeaways from GE
• Making Shareholder Communication a Family Business Priority
• AutoZone Provides Roadmap for Management Succession:
The Founder’s Exit Doesn’t Need to Be the End of the Story for
Shareholders