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Blog & News - Pat Soldano
Six Best Practices to Keep Your Business Sale-Ready

Six Best Practices to Keep Your Business Sale-Ready

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Elizabeth M. AndersonVice President, Business DevelopmentWhittier Trust Company How hot is your company? Would...

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Pat Soldano to Speak at IVYFON’s LA Family Office Forum

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family...

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Private Company Governance Summit and Capital Hill Visits

Private Company Governance Summit and Capital Hill Visits

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! There are no shortcuts to building and maintaining an effective board. It requires constant...

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Business Succession – The Essentials

Business Succession – The Essentials

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! “Family owned, operated, and argued over”—Logo on Sierra Nevada Brewing Company Products THE...

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Podcast

Podcast

New Episodes! Voice of Family Business on Capitol Hill A monthly podcast featuring topics and interviews with experts from politics, marketing, tax, and law focusing on the critical issues facing families and their businesses. The podcast series is hosted by Pat...

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Taxation & Representation Update: Tax Relief Package Update

Taxation & Representation Update: Tax Relief Package Update

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to...

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The Michalzuk Group Joins Family Enterprise USA as Sponsor

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor   The...

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Saying It Out Loud, By Pat Soldano. April 2024.

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Next Gen is Counting on Us to Slow Impact of High Taxes   By Pat Soldano With 85.5% of family...

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