Travis Harms
Leader, Family Business Advisory Services Group
Mercer Capital
Travis 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-generational family businesses. The Family Business Advisory Services Group helps family shareholder, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Travis is the author of The 12 Questions That Keep Family Business Directors Awake at Night, and is a regular contributor to Mercer Capital’s blog, Family Business Director.
SESSIONS
What Family Business Owners Need to Know About Valuation – Speaker
In this session, we will explore the when, how, and why of business valuation. When does valuation matter for family businesses? How are business valuations prepared? Why do family businesses have more than one value? And why do buy-sell agreements rarely work as intended?
Dividend Policies and Strategies (featuring new research!) – Speaker
Dividends/distributions from the business are often a source of family conflict. A new study by Family Business Magazine in partnership with Mercer Capital reveals how business families approach issues related to valuation, distributions and reinvestment in the business. Mercer researchers will present the first cut of the study findings.