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Family Enterprise Business Services
EY Family Enterprise Business Services support enterprising families in their quest to grow larger, more valuable businesses that will last. Leveraging our proprietary methodologies and using our holistic approach to protect, grow and improve your family enterprise, we can work with you to develop and implement a plan for growth, capital strategy, generational transition and shareholder liquidity.
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, cultures 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 your business 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 support enterprising multigenerational families grow larger, more valuable businesses that will last for generations to come.
An integrated approach
EY Family Enterprise Business Services comprise a team of family business advisors who are passionate about the important purpose, role and value that business-owning families bring to our economy and society. We understand that cultivating 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 create an enduring, long-term legacy.
We support business-owning families to 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 advise you in creating and executing 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.
You have options. We can work with you to assess and design internal and external alternatives to provide liquidity mechanisms in the context of your objectives and priorities. We employ a range of customized tools and methodologies to evaluate the requirements, risks and costs of each option.
No matter where you are on your journey, our multidisciplinary team can support you on executing the strategies successful multigenerational families need to bypass disruption, achieve long-term growth and have successful generational transitions.
Our latest thinking
How family businesses can plan their company capitalization strategy
Planning for the capital needs of a family enterprise requires balancing business growth objectives with stakeholder liquidity expectations. Read more.
07 Feb 2024
Gene Peck
How family businesses can cultivate resilient growth
Family businesses are in a new economic environment that requires rethinking business strategy to deliver ongoing growth and profitability. Read more.
05 Feb 2024
James Bly
How parallel governance can guide generational transition
Clear communication and strategy between the family and the business creates capable shareholders alongside a sustainable enterprise. Read more.
30 Jan 2024
Robert (Bobby) Stover, Jr.
Seven capital planning questions for family businesses
In a tough capital-raising environment, family enterprises are revising their approach to budgeting, forecasting and financial decisions. Read more.
19 Jan 2024
James Bly
How to manage risks and protect family offices
Single family offices should implement a risk framework and management system to recognize potential areas of concern. Learn more.
01 Jan 2023
Robert (Bobby) Stover, Jr.
10 tips for preserving and growing personal wealth
Navigate your financial future with an eye toward wealth preservation, business and asset protection, and legacy enhancement. Read more.
16 Nov 2022
David Kirk
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The team
Robert (Bobby) Stover, Jr.
EY Americas Family Enterprise and Family Office Leader
Leader and advisor in supporting family enterprises to achieve their ambition and secure their family legacy for generations. Regular instructor and speaker on topics relevant to family enterprises.
Dallas, USA
James Bly
US EY Private Family Enterprise Business Services Managing Director
Experienced advisor to multi-generational, family controlled, upper middle market companies. Husband, father of four, grandfather of two. Enjoy travel, performance cars, shooting, history and wine.
Pittsburgh, USA
Gene Peck
US EY Private National Tax Family Enterprise Business Services Managing Director
Trusted advisor to business-owning families who are focused on building larger, more valuable businesses for next generation ownership and beyond.
Pittsburgh, USA
James Wood
US-East EY Private Family Enterprise Business Services Managing Director
I love working with family business owners – they have an opportunity to impact the world for generations. My family legacy includes my beautiful wife and two daughters who continue to inspire me.
Stamford, USA
Sean Aylward
US EY Private National Tax Managing Director
Critical thinker. Problem solver. Lifelong learner. Loves being outdoors and spending time with family.
Hoboken, USA
