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Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity. - Pat Soldano

Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your shareholders? Unclear shareholder liquidity plans can create disruptions and hinder your company’s full potential.

 

We are hosting a crucial webcast designed to equip you with the knowledge and strategies to navigate this challenge.

 

Register Now for the May 29 Webcast:
Starting at 9:00 AM Pacific Time

“Is your shareholder liquidity strategy future fit to avoid disruption?”

 

One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity. This webcast will examine leading practices for creating a liquidity strategy and plan that balances the short-and long-term capital needs of your business and your family as they continue to grow. The webcast will cover common liquidity alternatives and options, the design of a dividend policy, and financial modeling required to support the development of a shareholder liquidity plan.

Join us as we explore leading practices for creating a resilient shareholder liquidity plan. Discover how to:

  • Balance the short- and long-term capital needs of your business and your family.
  • Develop a liquidity strategy that fosters patient capital and continued business growth.
  • Mitigate risks associated with shareholder liquidity planning.
  • Design an effective dividend policy that aligns with your family’s goals.
  • Utilize financial modeling to support your liquidity plan.

Our distinguished speakers:

  • Sean Aylward: EY Managing Director with over 26 years of experience guiding family-owned businesses through succession, governance, and transfer tax planning.
  • Dom Venditti: EY Manager specializing in providing business and financial advisory services to help family enterprises achieve long-term ownership goals.

Who should attend?

  • Shareholders
  • Business Owners
  • C-Suite Executives
  • Leaders of family-owned businesses with revenues exceeding $100 million

Don’t miss this opportunity to gain practical insights and ensure your family business thrives for generations to come.

Register Now!

Pivotal Questions Addressed:

  • Managing risks associated with shareholder liquidity planning.
  • Striking a balance between business and shareholder needs.
  • Designing a customized liquidity policy.

Areas of Interest:

  • Balancing Owner & Business Liquidity Needs
  • Dividend & Liquidity Policy Design
  • Financial Modeling Considerations in Liquidity Planning

 

Take the next step towards a secure and prosperous future for your family business. Register Today!

About EY
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. EY member firms do not practice law where prohibited by local laws.

About EY Family Enterprise
As trusted advisors to ambitious business-owning families, including more than 90% of the world’s top 500 family enterprises, EY teams have the experience and know-how to support the entire family enterprise — family members, their family business, and their family office.

The EY approach to working with family enterprises is anchored in the EY Family Enterprise DNA Model. This model supports both the personal and business performance agendas of family enterprise leaders by pinpointing four key areas of focus to achieve their ambitions: family, values, business and assets. We combine our understanding of these focus areas with decades of experience working with the world’s most entrepreneurial families to create a framework for guided conversations on topics that matter most to family enterprise owners.

EY Family Enterprise professionals can support you in identifying and optimizing the drivers that impact family businesses’ growth and longevity, preserve wealth, and culture, and solidify intergenerational legacies. Family Enterprise Business Services | EY – US

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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The post Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity. appeared first on Family Enterprise USA .

Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.