Family Enterprise Business Services

In Tax

EY Family Enterprise Business Services is designed to help enterprising families grow larger, more valuable businesses that will last. We can help you develop and implement a plan for growth, generational transition and shareholder liquidity.

Supporting business through COVID-19

Discover how we can help you navigate the disruption, maintain business continuity and build enterprise resilience.

Show me more

What EY can do for you

As a family business owner, you naturally want to take your company to the next level. But your path to growth and challenges are unique and more complicated due to accelerating change and competition. External investors don’t drive your decisions, but a broadening base of family owners and your collective needs, culture and values do.

The operating business typically generates most of the family’s wealth and income. That means you have even more at stake. You want to survive and prosper, professionalize performance and maintain your ideals. Your employees, local economy and community depend on your success, and so does your family.

You need professionals who understand these distinct pressures, as well as the macroeconomic and industry forces that could disrupt your business or plans for the future. EY Family Enterprise Business Services are designed to help enterprising families grow larger, more valuable businesses that will last for generations to come.

Family Enterprise Business Services


EY Family Office and EY Family Enterprise forums

Request an invitation for one of our complimentary EY Family Office or EY Family Enterprise forums.
You'll learn practical insights to help you navigate today's challenges and tomorrow disruptors while also earning CPE credit.

Read more


An integrated approach

Family Enterprise Business Services is a team of family business advisors who are passionate about the important purpose, role and value business-owning families bring to our economy and society. We understand that growing larger, more valuable businesses while preparing the next generation for ownership is challenging. And balancing the capital needs of a growing business with the periodic liquidity needs of your shareholders must also be considered. Paramount, however, is the need for fostering stewardship to leave an enduring, long-term legacy.

We help business-owning families tackle these questions and more:

  • Is our business growth strategy keeping pace with customer demands and competitive forces?
  • Do we have sufficient capital to fund current operations and propel future growth?
  • How do we engage the next generation and prepare them to take ownership?
  • Have we evaluated the advantages, risks and costs of our shareholder liquidity plan?

Our multidisciplinary team can help you create and execute the strategies necessary to prosper as an enterprising family. It starts with an integrated approach across four key competencies: business growth, company capitalization, generational transition and shareholder liquidity.

  • Business growth

    In today’s dynamic business environment, you need a growth blueprint that anticipates market trends, customer needs and mounting competition. We offer a suite of growth-support services to assist you in developing, executing and monitoring the success of internal and external business growth strategies. Have you asked the following?

    • Are the strategic alternatives you’re pursuing adequate to enhance business-value growth?
    • What key performance indicators have you established to benchmark progress?
    • Is stagnant growth threatening your competitive position or future cash flow?
    • What internal improvements would help you drive growth?
    • Are your growth strategies based on sufficient facts and data from the marketplace?
    • Are you prepared for management succession?

    Clients with multiple businesses will have multiple plans and implementation requirements. We can support varying growth initiatives across a group of portfolio or subsidiary companies.

  • Company capitalization

    Obtaining the appropriate capital funding to fuel your growth strategy can be a challenge, particularly if you want to keep the business in the family. And it’s not just about growth. Your operating requirements and shareholder liquidity needs will play a major role in any decisions. Have you asked the following?

    • What are you funding priorities?
    • Do you have sufficient capital to meet your operating requirements and shareholder liquidity needs?
    • Does your capital budgeting or financial planning and analysis need to be improved?
    • Are your capital providers aligned?
    • Can we improve the credit quality of our business?

    We offer preliminary guidance so you can understand and evaluate the range of business capitalization and structural alternatives that align with your objectives and priorities.

  • Generational transition

    Most middle-market business owners say they want to transfer their companies to the next generation, but few succeed. That’s because transferring leadership from one generation to the next is a complex management challenge, and many companies are slow to act. Have you asked the following?

    • How can we best implement a phased generational transition process for our business holdings?
    • Does our family have a vision statement that addresses all aspects of our plans for the future of our family enterprise?
    • Are those who will inherit business ownership adequately prepared to be responsible owners and partners with other family members?
    • Will our ownership and business governance systems support a successful generational transition?
    • Are family shareholders seeking best practices to help preserve wealth for future generations?
    • Is there uncertainty around who will be next in line?

    We think of the transition of a business from one generation to the next as generational stewardship because there are broader economic consequences. We focus on helping you protect the business in the process and manage key disruptors, ranging from shareholder conflicts to unprepared heirs. And we help you improve your organizational and governance systems and processes to align current owners and engage the next generation.

  • Shareholder liquidity

    Family shareholders periodically need liquidity. While that often does not require the sale of the business, it can still create tension when shareholder needs and capital requirements for a growing business conflict. Have you asked the following?

    • How do you encourage family members to recognize the long-term value of holding shares in a private company?
    • Is our business adequately financed relative to future liquidity demands from shareholders or their estates?
    • Should we have a formal dividend policy or liquidity plan for shareholders?
    • Does our current shareholders agreement adequately address the liquidity needs of shareholders?
    • Are family members wondering if it’s time to sell the business?

    You have options. We can help you assess and design internal and external alternatives to provide liquidity mechanisms in the context of your objectives and priorities. We employ a range of proprietary tools and methodologies to evaluate the requirements, risks and costs of each option.

No matter where you are in your journey, our multidisciplinary team can help you execute the necessary strategies enterprising families need.


Worldwide Estate and Inheritance Tax Guide 2021

The 2021 edition summarizes the gift, estate and inheritance tax systems and describes wealth transfer planning considerations in 42 jurisdictions and territories.

Learn more


Contact us

Like what you’ve seen? Get in touch to learn more.